Connected Platforms
Accounting Services
We are an accounting firm that specializes in Tax Planning and Using Data & Analytics to increase our clients profits. 

CONNECTED PLATFORMS OFFERS:

Accounting Software Setup | CFO Services | Bookkeeping | Tax Planning

We service 4 types of clients
  • REAL ESTATE INVESTORS
  • ​E-COMMERCE
  • SMALL BUSINESS OWNERS
  • ​​LAW FIRMS

Bookkeeping Packages

BASIC LEVEL
$
500
Bookkeeping - Basic Package
  • QB Online Setup
  • Monthly Bookkeeping
  • Email & Phone Support
  • Financial Reporting 
  • Free QuickBooks Online
PREMIUM LEVEL
$
749
Bookkeeping - Premium Package
  • QB Online Setup
  • Business Tax Return Preparation
  • Personal Tax Return Preparation
  • Monthly Bookkeeping
  • 1099 Tracking
  • Preparation of 1099's
  • Data Entry Maintenance
  • Free Quickbooks Online
  • Unlimited Phone & Email Support
Gold club LEVEL
$
1350
Bookkeeping - Premium Package
  • QB Online Setup
  • Business Tax Return Preparation
  • Personal Tax Return Preparation
  • Weekly Bookkeeping
  • 1099 Tracking
  • Preparation of 1099's
  • Manage & Categorize Transaction
  • Free Quickbooks Online
  • Unlimited Phone & Email Support
  • Bank Reconciliation of Account
  • Year - End Reporting
  • Year - End Meeting
  • Year - End Review and Discuss
  • Monthly Reconciliation Maintenance
  • Monthly Financial Report(s) Analysis
  • Monthly Meetings
  • Estimated Tax Payment Preparation
  • Monthly Tax Planning
Account setup is standard $300. Monthly billing will occur after the account setup.

Optional Add-Ons:

Additional Bank Accounts - $55.00
All services include one bank account.
Add additional bank/credit accounts.
Quarterly Tax Filing - $20.00


Tax Planning & Preparation

Every business owner needs strategies that will help them reduce or eliminate their tax due. Our tax planning module provides those solutions. It includes:

Tax Projections
Estimates of what your taxes will most likely be for the coming tax year. Projections are done for both your business and personal tax returns.
Tax Strategies
Ideas and planning that will lower your tax due. Some strategies are simple, some are very complex. You get to choose what is right for you.
Tax Plan Support
Our team will walk you through the strategies you are interested in and provide feedback on how to implement them.

Tax Preparation Pricing

Individual
HOH
Married
$275.95* and up
Self Employed
Small Business
Contractor
$875.95* and up
Partnerships
S Corp

$1075.95* and up
Nonprofits
Corporations

$1575.95* and up

CFO Services

BASIC CFO LEVEL
$
550
Basic CFO Package (Monthly)
  • Month-End Close
  • Financial Statements
  • Scheduled Meetings (1x per month)
  • Financial Insight
  • Company Wide KPI's
  • Online Support (Unlimited)
  • 12-Month Forecasting
  • Revenue Recognition
  • Incentive Plans
  • Financial Risk Management
  • Performance by Projects
  • Director Meeting
  • Resource Planning
PREMIUM CFO LEVEL
$
1000
Premium CFO Package (Monthly)
  • Client Size of 10-20 Employees
  • Month-End Close
  • Financial Statements
  • Scheduled Meetings (2x per month)
  • Financial Insight
  • Company Wide KPI's
  • Online Support (Unlimited)
  • 12-Month Forecasting
  • Revenue Recognition
  • Incentive Plans
  • Financial Risk Management
  • Performance by Projects
  • Director Meeting
  • Resource Planning
Gold club CFO LEVEL
$
1400
Gold Club CFO Package (Monthly)
  • Client Size of 20+
  • Month-End Close
  • Financial Statements
  • Scheduled Meetings (6x per month)
  • Financial Insight
  • Company Wide KPI's
  • Online Support (Unlimited)
  • 12-Month Forecasting
  • Revenue Recognition
  • Incentive Plans
  • Financial Risk Management
  • Performance by Projects
  • Director Meeting
  • Resource Planning
  • Individual Tax Return
  • Business Tax Return
  • Tax Planning/ Projects
  • Bill Payments
  • Invoicing Clients
  • Payroll & Contract Management
  • Employee Expense Tracking

Optional Add-Ons:

Tax Planning Session - $250.00
Analysis and planning to ensure tax efficiency. Reduction of tax liability and maximizing the ability to contribute to retirement plans. Main focuses: Lower amount of taxable income, reducing the tax rate, maximizing tax relief and tax credits, deferring income or profits, bringing forward costs,  and capital allowances.
Accounting Software Review - $75.00
Review Accounting Software (Quarterly)
   • Review Current Bookkeeper
   • Review Financials
   • Accounting Staff Training
   • Updated Accounting Errors

Accounting Software Setup Services

QuickBooks Setup Level 1
$300.00
A custom design QB setup specifically tailor for your business. (Accounting Software Setup)
QuickBooks Setup Level 2
$597.00
QuickBooks Setup w/ Consultations
  • A custom design QB setup specifically tailored for your business. (Accounting Software Setup)
  • ​Monthly consultations to train users on QB features and discuss current business performance. (2 months)
QuickBooks Setup Level 3
$800.00
QuickBooks Setup w/ Consultations
  • A custom design QB setup specifically tailored for your business. (Accounting Software Setup)
  • Monthly consultations to train users on QB features and discuss current business performance. (3 months)

Optional Add-Ons:

QuickBooks Review 
$40.00
  • Add additional consultations per month. (1 month)
  • ​Consolations consist of video meeting to review and revise any questions or errors.
  • ​ This add on is ideal for the start business who needs quarterly guidance keeping the books organized and clean.
Business Startup Consultation
$40.00
Consultation to discuss system implementation and business structure ideas to automate your business.
© 2020 CONNECTED PLATFORMS. All rights reserved.
Powered By ClickFunnels.com