Annual client reportSection 01
four service Lines, one Ledger.
Every line below is run by a named partner, priced in the tiers you saw on the cover page, and delivered on the same six-day close.
1.1
Tax & compliance
You find out what you owe when it is too late to do anything about it.
We prepare and lodge everything your entity owes, on a calendar you can see. Positions come with a recommendation and the reasoning, not a paragraph of citations. Year-end starts in month ten, not month thirteen.
- Entity, group and personal returns, filed early
- Positions argued in writing before they are taken
- A compliance calendar shared with your team
Included from the Keep tier. Planning positions from Steer.
1.2
Advisory
The reports arrive. Nobody tells you what they mean.
Quarterly sessions with the partner on your file: cash runway, pricing, hires, owner pay. You leave each session with three decisions and the numbers behind them, on one page.
- Quarterly partner session with a one-page agenda
- Rolling 12-month cash forecast, updated monthly
- Scenario work before big commitments, not after
The heart of the Steer tier. Monthly at Scale.
1.3
Bookkeeping
The books are three months behind and the shoebox is getting heavier.
Feeds reconciled weekly, queries batched into one email, and a management pack delivered by the sixth business day. If a month ever slips, the note tells you why before you ask.
- Weekly reconciliation against live bank feeds
- One query email a week, never a drip of ten
- Management pack by business day six
The core of the Keep tier, every month.
1.4
Cloud & systems
Five tools, none of them talking to each other.
We move you to one ledger with connected feeds, run payroll on rails, and train whoever keeps the books day to day. Migrations happen at quarter-end with a tested rollback, not over a hopeful weekend.
- Ledger migration with a tested rollback plan
- Payroll configured, automated and documented
- Training for your team, recorded for the next hire
Scoped as a fixed project alongside any tier.
Keep
$390
Steer
$890
Scale
$1,790
Questions we answer weekly
Can you take over mid-year without redoing everything?
Yes. We take the books as they stand, diagnose in the first three weeks, and fix only what affects the numbers you rely on. History gets corrected where it matters, not re-typed for its own sake.
What happens to the fee if my business grows?
The fee holds for the letter year. If volume moves you into a new band, we tell you a quarter ahead and the new number starts at renewal, never mid-year.
Do you work with our existing bookkeeper?
Often. We set the close calendar and review the output. Plenty of clients keep their in-house bookkeeper and use us for the close, filings and quarterly sessions.
How fast do you answer questions during the year?
Same business day from the partner on your file, next morning at the outside. The reply names an answer or a date, never just an acknowledgement.
What does the first month look like?
Week one is access and mapping. Weeks two and three are the diagnosis. Week four you get the findings on one page, the fixed fee confirmed, and the first close scheduled.