Michigan CPA Accounting

Concierge Program for Business Owners

We have helped hundreds of business owners save money on taxes and through our experience have worked to create a program that allows us to effectively help our clients in a proactive manner year‑round.

Business Pricing Packages:

Most Popular Package
Essential Package Controller Package Controller Plus Package
$495/month Starting at $695/month Customized Pricing
Includes the following services:
  • Accounting Support (will review client‑entered bookkeeping, but will not directly provide full‑scale bookkeeping services)
  • Financial Statement Analysis
  • Payroll (for up to 3 employees)
  • Tax Planning
  • Tax Projections
  • Sales Tax
  • Responses to any tax‑related letters of inquiry from the Federal, State or local government
 Includes the following services:
  • Client Bookkeeping (full‑scale bookkeeping services)
  • Financial Statement Analysis
  • Payroll
  • Tax Planning
  • Tax Projections
  • Sales Tax
  • Responses to any tax‑related letters of inquiry from the Federal, State or local government
  • Tax Return Preparation (annual personal and business returns)
  • Audit assistance with the Federal, State or local government
 Includes the following services:
  • Client Bookkeeping (full‑scale bookkeeping services)
  • Financial Statement Analysis
  • Payroll
  • Tax Planning
  • Tax Projections
  • Sales Tax
  • Responses to any tax‑related letters of inquiry from the Federal, State or local government
  • Tax Return Preparation (annual personal and business returns)
  • Audit assistance with the Federal, State or local government
  • Dedicated fractional controller services to assist with cash flow management, strategic planning and business improvement strategies


All Concierge Program fees will be deducted monthly via an ACH agreement.

All service fees are provided in writing prior to implementation and reviewed annually. Service fees are paid in arrears at the start of the following month. You may cancel at any time by notifying us in writing (email is fine), and we will only invoice you through the month of your notice.

Please note that while the program billing is monthly, for both client and firm convenience, the program is designed to provide great overall value annually for you. Tax planning, tax projections and discussion of your financial results may occur at different points in time during the year, as opportunities and need arise, particularly during the summer and fall months.