Elevated Plan


The Elevated plan is perfect for the design business that is growing in both projects and employees.  A solid tax strategy is necessary as well as cash flow budgeting.  The elevated plan includes all of the starter plan items as well as compensation solutions for your team, tax compliance for your corporate tax returns, and monthly meetings with the client’s leadership team.  These monthly meetings can be done in person or using video conferencing.  We will review different reports to discuss both the status of current projects as well as future projects.

The reports that can be reviewed in a monthly meeting include:

Accounts Receivable Summary; Accounts Payable Summary, Sales Tax Reports, Client Deposits; Vendor Deposits, Project Status; Budget Analysis, Employee Time Analysis, Standard Balance Sheet, Standard Profit and Loss

While this plan is perfect for the growing design firm, we recommend reviewing the Growth plan for those that are looking for a trusted advisor that can provide more consulting value in the forms of part time CFO services and business coaching.


Bookkeeping 100%
Personal Tax planning 100%
Monthly Meetings 100%
Company Report Reviews 100%
Business Coaching 0%
IRS Audit Representation 0%