Plan Details and Benefits
Balanced Basics…Your essentials to get started with organized finances.
The Balanced Basics Plan is designed for ambitious hobbyists and small business owners who want to build a solid financial foundation for their growing ventures. This comprehensive suite of services provides you with the fundamental tools and insights you need to manage and understand your finances effectively, stay compliant, and make informed business decisions. This plan is great for entities that generate up to $499,999 in annual revenue.
Tax-Ready Financials: Financial statements prepared to streamline your tax filing process. Quarterly options available.
Personalized 1 on 1 Onboarding: A smooth transition to our services, ensuring your financial data is accurately set up in our systems and utilizing renowned accounting software.
Annual 1099 Issuance and Vendor Review: Hassle-free management of your contractor payments and reporting. Remittance of 1099/1096 to IRS each January.
Quarterly Scorecard Snapshot: Access to customized review of your financial statements with expert guidance on how to improve your business.
Dedicated Support: Direct access to our team of financial experts for your questions and concerns.
With the Balanced Basics Plan, you'll: Save time on financial management tasks.
Ensure accuracy in your financial reporting.
Stay compliant with tax regulations.
Gain valuable insights to guide your business decisions.
Build a strong foundation for future growth Seamless reporting package provided to your CPA
Included reports: Monthly P&L, Balance Sheet Perfect, and Year to Date Data.
Perfect for Startups, small businesses, and entrepreneurs with annual revenues up to $499,999 who want professional financial management without the complexity and cost of a full-time CFO.
INVESTMENT: $325-$375 per month or pay for the full year get 1 month free! (One-Time Onboarding $499)
*Monthly rate will be finalized during the consultation call. Monthly rate dependent on entities and complexity of your business.
At Streamlined Business Solutions, we excel in precise bookkeeping tailored to your needs. Contact us today for expert assistance.
