Get the financial advice you wish you’d learned

When you first started your business.

Comprehensive Services

Accounting | Tax Planning | CFO Services | Business Advisory Services

At Emerald Expectations Accounting, expert financial guidance opens the door to financial clarity in your business and life. The result is a peaceful, thriving business you love.

The Ruby Package

For the new business in need of a simple tax and accounting approach.

This package provides the basic financial services you need to build your business on a strong foundation.

Key Features:

  • Monthly bookkeeping
  • Payroll processing
  • Unlimited chat support
  • Basic tax planning
  • Business + personal tax return filing

The Sapphire Package

For the business ready to amplify their financial strategy and needing more comprehensive support.

This package integrates everything from the Ruby Package PLUS advanced tax planning strategies, in depth financial analysis, retirement planning and execution, and frequent meetings to touch base on your goals and progress.

Key Features:

All Ruby services

PLUS

  • Unlimited chat + email support
  • Advanced tax planning & strategies
  • Business + personal tax return filing
  • Retirement planning + execution
  • Monthly meeting to touch base

 

The Emerald Package

For the established business ready to level up and work with an experienced advisor to provide a clear runway for achieving next-level financial growth.

This package includes everything from the Ruby & Sapphire packages PLUS a suite of Full financial, forward-looking advisory services.

Key Features:

All Ruby services

PLUS

  • Unlimited chat + email support
  • Advanced tax planning & strategies
  • Business + personal tax return filing
  • Retirement planning + execution
  • Monthly meeting to touch base
  • Outsourced CFO Advisory Services

 

Ruby

Sapphire

Emerald

Scope of Work

Support

Unlimited Chat

+ Email

+ Scheduled Calls

Monthly Bookkeeping / Financial Statements

N
N
N

Payroll Processing through Gusto

N
N
N

Controller Oversight

Q
N
N

CFO Advisory Services

Q
Q
N

Tax Support

Advisory Services

Tax Planning Basics

Advanced Strategies

Full Advisory

Frequency of Tax Plan Review

Annually

Semi-Annually

Quarterly

Individual Tax Preparation

N
N
N

Business Tax Preparation

N
N
N

Entity Review

N
N
N

Owner Compensation Review

N
N
N

Implementation of Plan

Q
N
N

Retirement Plan Review

Q
N
N

Quarterly Estimated Taxes

Q
Q
N

Support

Unlimited Messaging Support

N
N
N

Monthly Review Meeting

Q
N
N

Monthly Strategy Meeting

Q
Q
N

Tax Account Monitoring

Q
Q
N

Not sure which package is right for you?

Get an instant recommendation!

Answer a few questions (it’ll take less than 5 minutes – we promise!) to see package pricing + learn which package is best for your business.

Let's Chat!

Ready to schedule a complimentary call?

Click the link below to book a right fit call.