Back Office CPA

Offering a robust line of products to meet your business needs

business management services

Back-office CPA

$1250 / month

Implementation Fee: Waived

Includes everything in Back Office Support Team PLUS:

Financial Reporting

  • Quarterly signed financial statement by CPA


  • Audit Protection plan on corporate tax return
  • Annual 1099 Preparation & Filing
  • $750 credit towards personal tax return filing for the business owner(s).


  • Year-round access to a Tax Partner and Certified Tax Coach for routine tax questions.
  • Quarterly meeting to discuss business financial health and walk through Quarterly Financial Statements
  • Annual Business Valuation Report