Therapy for Your Finances:

Tailored Plans to Soothe Your Accounting Needs

Therapy for Your Finances:

Tailored Plans to Soothe Your Accounting Needs

Three Tiered Packages

Solo

Eligibility

✓ Support for sole practitioner private practice

Included Services

✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
Support
✓ Zoom/Phone/Email/Text
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool

Growing

Eligibility

✓ Support for practice owners who intend to grow
✓ Support for practice owners with at least one clinician

Included Services

✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Quarterly estimated taxes
✓ Done-for-you Payroll
✓ S-corporation tax return filing
✓ Personal tax return filing
✓ Reasonable Compensation Study (for S-corps)
✓ Customized tax reduction plan
✓ S-corp IRS-compliance package
Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
Established

Eligibility

✓ Support for group practice owners with 7+ clinicians

Included Services

✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Done-for-you Payroll
✓ S-corporation tax return filing
✓ Personal tax return filing
✓ Reasonable Compensation Study (for S-corps)
✓ Customized tax reduction plan
✓ S-corp IRS-compliance package
✓ Monthly CFO Analytics Report
Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
✓ Monthly CFO Calls
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
✓ Quickbooks Online subscription
✓ Gusto subscription
Solo

Eligibility

✓ Support for sole practitioner private practice

Included Services

✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
Support
✓ Zoom/Phone/Email/Text
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool

Growing

Eligibility

✓ Support for practice owners who intend to grow
✓ Support for practice owners with at least one clinician

Included Services

✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Quarterly estimated taxes
✓ Done-for-you Payroll
✓ S-corporation tax return filing

Personal tax return filing

Reasonable Compensation Study (for S-corps)

Customized tax reduction plan

S-corp IRS-compliance package

Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
Established

Eligibility

✓ Support for group practice owners with 7+ clinicians

Included Services

✓ Bookkeeping & Bank Reconciliations
✓ Streamlined accounting systems
✓ Monthly Growth Reports (delivered by 15th after month-close)
✓ Done-for-you Payroll
✓ S-corporation tax return filing
✓ Personal tax return filing
✓ Reasonable Compensation Study (for S-corps)

Customized tax reduction plan

S-corp IRS-compliance package

Monthly CFO Analytics Report

Support
✓ Zoom/Phone/Email/Text
✓ Year-Round CPA Interaction
✓ IRS and State communication on your behalf
✓ Tax Education Calls
✓ Tax Planning Calls
✓ Annual Review of Financials
✓ Monthly CFO Calls
Technology
✓ Mobile App
✓ Uncat
✓ Receipt management tool
✓ Quickbooks Online subscription
✓ Gusto subscription

What can Flax CPA & Business Solutions do for you?