The Small Business Success Package: Fixed-Fee CPA Services 

All-Inclusive CPA Services for Your Small Business

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Accounting and Bookkeeping Services

We handle the meticulous task of recording and categorizing your financial transactions. This includes managing your general ledger, bank reconciliations, accounts payable and receivable tracking, and generating essential financial statements.

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Proactive Tax Planning and Preparation

Our expert CPAs go beyond simply preparing your annual tax return. We engage in year-round tax planning to identify potential deductions, credits, and strategies to minimize your tax liabilities. We ensure accurate and timely filing of all necessary federal and state tax forms.

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Year-Round Compliance and Reporting

We help you navigate the complex landscape of business regulations and ensure you meet all necessary reporting requirements. This includes assistance with sales tax filings, payroll tax compliance (where applicable), and other industry-specific reporting obligations.

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Strategic Business and Financial Planning

We partner with you to develop financial forecasts, budgets, and strategic plans that align with your business goals. We provide insights and analysis to help you make informed decisions about investments, growth opportunities, and overall financial strategy.

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Free Payroll Processing for Salaried Employees

As part of our commitment to supporting your small business, we offer free payroll processing for your salaried employees. This includes generating pay stubs, handling direct deposits, and managing year-end W-2 forms – all seamlessly integrated with your accounting.

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Milestone CPAs Small Business Package

As a small business owner you juggle numerous responsibilities. Managing your accounting, taxes, and compliance can be time-consuming and complex, taking valuable focus away from growing your business. At Milestone Certified Public Accountants, we understand these challenges. That’s why we’ve created the Small Business Success Package, a comprehensive and affordable solution designed to provide you with peace of mind and expert financial management for a predictable monthly fee.

Our Small Business CPA Package offers an all-inclusive approach to your essential financial needs. For a single, fixed monthly fee, you’ll gain access to our team of CPAs and a suite of services designed to streamline your operations and ensure financial clarity. This package includes thorough comprehensive accounting and bookkeeping services, keeping your financial records accurate and up-to-date. We also provide proactive tax planning and preparation, working with you year-round to minimize your tax liabilities and ensure timely filing.

CPA Services to Help Your Small Business Grow

Our budget certainty with a fixed monthly fee allows you to forecast your expenses accurately without unexpected accounting bills. You can focus on growth, not financial administration, knowing your core financial tasks are in expert hands. You’ll gain direct access to expert CPA knowledge and personalized guidance, providing you with a trusted advisor who understands your business.

Accounting for small businesses

Bookkeeping services

Financial statement preparation

Budgeting and forecasting

Payroll Services

Cash flow management

Outsourced bookkeeping

Tax planning and preparation
QuickBooks™ support
Business incorporation and advisory
Part-time CFO services
Accounting Services for Small Businesses CPA Pleasanton
Milestone CPAs Small Business Package

Contact us today to discuss your small business needs.

Get Your Free Quote for the Small Business Success Package today and discover how our comprehensive, fixed-fee solution can empower your business success!