Curtis Accounting Solutions


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2	Structure your cash. Predict your profit. Finally, pay yourself.
3	Not sure which path is right for your brand? Schedule a free call to explore your fit.
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5	All packages deliver clean books, payroll accuracy, and tax compliance. What changes is the level of strategic insight, proactive guidance, and priority access you receive.
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7				🥇 Most Popular!
8			🏕️ Expedition Package	🏔️ Summit Package	🥾 Trailhead Package
9			Strategic Financial Partner	Insightful Guidance	Peace of mind
10	📈 Monthly Investment		$2,500	$1,400	$750
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12	Ideal For		Established brands ready to maximize profits and scale fast.	Growing brands needing proactive financial guidance.	Newer stores or those wanting clean books and compliance.
13	Package Description		Premium CFO-style support: monthly cash flow coaching, profit strategies, tax minimization planning, and advisory calls.	Full-service bookkeeping, tax planning, and quarterly Profit First cash flow reviews.	Basic accounting and tax services to keep your business on solid ground.
14	Strategic Partnership Level		💼 CFO-led	💡 Proactive	✔️ Basic
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16	📊 CORE ACCOUNTING SERVICES
17	Bank Feed Transaction Categorization	Organizing and classifying your bank transactions for accurate financial tracking.	Weekly	Monthly	Quarterly
18	Bank Account Reconciliations	Ensuring your bank account balances match your accounting records for precision and accuracy.	Monthly	Monthly	Quarterly
19	Credit Card Reconciliations	Verifying your credit card statements against accounting records to maintain accuracy.	Monthly	Monthly	Quarterly
20	Loan Account Reconciliations	Keeping loan account balances accurate and aligned with payment schedules.	Monthly	Monthly	Quarterly
21	Financial Reports	Providing detailed financial statements to give you a clear picture of your business performance.	Monthly + Video Commentary	Monthly	Quarterly
22	Sales Tax Filing & Remittance	Managing your sales tax filings and ensuring timely remittance to tax authorities.	Home State $0 + $25/jurisdiction	Home State $0 + $25/jurisdiction	Home State $0 + $25/jurisdiction
23	Sales Tax Notice Support	Resolving any sales tax notices from state or local agencies on your behalf.	Unlimited	40 hours annually	15 hours annually
24	Business Income Tax Preparation	Preparing and filing accurate business income tax returns to meet compliance requirements.	✔️	✔️	✔️
25	Individual Income Tax Preparation	Preparation and filing of your personal income tax returns.	✔️	✔️	✔️
26	Annual 1099 Filing	Managing 1099 filings to ensure compliance with IRS regulations.	✔️	✔️	✔️
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28	👷‍♂️ PAYROLL SERVICES
29	Payroll Processing	Handling employee payroll accurately and on time, including tax withholdings and direct deposits.	✔️	✔️	✔️
30	IRS/State Payroll Notice Support	Resolving payroll-related notices and issues from the IRS or state agencies.	Unlimited	20 hours annually	15 hours annually
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32	🚀 STRATEGIC GROWTH & PLANNING
33	Profit First Starting Guide PDF	A step-by-step guide to implementing the Profit First system for better cash management.	✔️	✔️	✔️
34	Profit First Cash Assessment	Analyzing your cash flow to identify opportunities for better allocation and profitability.	✔️	✔️	-
35	Profit First Coaching Sessions*	One-on-one coaching to guide you through implementing and optimizing Profit First principles.	Unlimited Coaching + Guidance	1-hour Monthly Coaching + Guidance	-
36	Profit First Cash Transfers	Assisting with the setup and execution of strategic cash transfers within your Profit First framework.	✔️	-	-
37	Scheduled Calls*	Monthly Strategy Calls to review performance, cash flow, and planning.	Unlimited CFO Strategy Calls	1-hour Monthly Calls	1-hour Quarterly Calls
38	Marketing ROI Analysis	Evaluating your marketing efforts to measure return on investment and optimize spending.	✔️	✔️	-
39	Benchmarking Analysis	Comparing your business performance against industry standards to identify areas for improvement.	✔️	✔️	-
40	Inventory Analysis	Assessing your inventory management processes to improve efficiency and reduce costs.	✔️	✔️	-
41	Quarterly Income Tax Estimation	Calculating estimated income tax payments to avoid surprises during tax season.	✔️	✔️	-
42	Profitability Analysis	Reviewing your financial performance to identify trends and opportunities for increased profitability.	✔️	✔️	-
43	Profit Improvement Strategies	Identifying and implementing tailored strategies to boost your business's profitability and long-term success.	✔️	✔️	-
44	Cashflow Forecasting	Projecting your business's cash flow to help you plan for future expenses, investments, and growth opportunities.	✔️	-	-
45	Annual Budget Creation	Developing a detailed annual budget to guide your financial decisions.	✔️	-	-
46	Annual Process Analysis	Reviewing and optimizing your business processes for increased efficiency.	✔️	-	-
47	Proactive Tax Planning	Strategizing to minimize your tax liability and align with your financial goals.	✔️	-	-
48	Strategic Exit Planning	Helping you develop a clear and effective plan for selling or transitioning your business.	✔️	-	-
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50	💬 ACCESS & SUPPORT
51	Unlimited Message/Email Support	Providing prompt and unlimited responses to your questions via message or email to ensure clarity and guidance.	Response within 1 business day	Response within 2 business days	Response within 4 business days
52	Secure Digital Document Storage	Offering a safe and organized platform for storing your important business documents.	Unlimited	Unlimited	Unlimited
53	IRS/State Income Tax Notice	Assisting with resolving any income tax notices received from the IRS or state agencies.	Unlimited	40 hours annually	15 hours annually
54	IRS/State Tax Audit Support	Guiding and supporting you through IRS or state tax audits to ensure compliance and accuracy.	Unlimited	40 hours annually	15 hours annually
55	Out-of-Scope Requests	Addressing additional service requests beyond the standard scope of services, customized to meet your needs.	+$300/hour	+$300/hour	+$300/hour
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57	❌ THINGS WE DO NOT DO
58	Record and Pay Bills	We do not enter vendor invoices, schedule payments based on due dates and cash flow, nor issue payments (except sales taxes).
59	Pay for Subscriptions	We do not pay for QBO, Gusto, Bill.com or other subscriptions. You are responsible for these subscriptions.
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61	📄 TERMS
62	Contract		Month-to-Month	Month-to-Month	Quarter-to-Quarter
63	Cancellation Notice		30-Day Notice	30-Day Notice	90-Day Notice
64	Satisfaction Guarantee		3-month refund	2-month refund	1-month refund
65	*Calls are subject to fair use policy.
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67	Not sure which path is right for your brand? Schedule a free call to explore your fit.