Monthly Engagements
Advisory Packages
Structured monthly engagements that bundle bookkeeping, tax preparation, planning, and CPA guidance — so you always know where you stand.
Foundational
Business Compliance
For business owners who need reliable compliance, accurate books, and coordinated tax filing.
Ongoing Advisory
Strategic Growth Advisory
For growing business owners who want ongoing financial clarity, proactive tax planning, and structured CPA guidance.
Premium Strategic Partnership
VIP Advisory
For business owners who want a high-touch CPA relationship and year-round strategic partnership.
Package Comparison
| Feature | Business Compliance | Strategic Growth | VIP Advisory |
|---|---|---|---|
| Monthly bookkeeping | |||
| Business tax return | |||
| Personal tax return | |||
| Payroll tax filings | Yes/Optional | Optional/Included | Included/Optional |
| Quarterly CPA review | |||
| Monthly CPA review | |||
| Tax projections | Optional | ||
| Reasonable compensation analysis | Optional | ||
| IRS / state notice support | Limited | ||
| Audit / exam support | Hourly | Hourly | |
| Direct CPA partner access | Limited | Scheduled | Priority |
Monthly advisory packages are priced based on entity type, transaction volume, payroll needs, bookkeeping condition, and advisory level. Services are provided under a written engagement agreement. Certain services, including legal, investment advisory, financial planning, valuation, litigation support, and services outside the agreed scope, are not included unless separately engaged in writing.
Who We Work Best With
A Note on Fit
TBTC may not be the best fit for clients looking only for the lowest-cost tax filing option, last-minute one-time preparation, or minimal communication. We work best with business owners who value organization, proactive planning, and year-round professional support.
Our clients typically:
- Value year-round organization and communication
- Want proactive planning, not just annual filing
- Are open to using secure online systems
- Keep (or want to keep) organized records
- See their accountant as a business partner
- Are growing and need better financial visibility
Not sure which package fits?
Complete our inquiry form and we'll recommend the right level of support for your business.