469-656-8196
joe@bespoketaxsolutions.com
CHOOSE A PLAN
Managing your business finances alone can drain your time and energy. Empower your growth with tailored solutions that work for you.
Strategic Growth Package
Insights for Smart Decisions
Gain the clarity and tools you need to make informed financial decisions and position your business for sustainable growth.
What’s included (everything in the Essential Package plus):
Best choice
Detailed cash flow projections
Industry benchmarks and key performance metrics
Profitability analysis and expense reviews
Quarterly strategy and advisory meetings

Foundation of Compliance and Organization
Ensure your business stays compliant and financially organized with a trusted tax partner by your side.
What’s included:
Comprehensive business tax preparation and filing
State tax preparation and filing
Deadline tracking to stay ahead
Bank, credit card, and loan reconciliation
General ledger maintenance
Monthly financial summaries
Access to a dedicated financial team
Advisory support via phone, email, and meetings
Executive Leadership Package
Comprehensive Financial Oversight
Elevate your business strategy with the guidance of a fractional CFO who oversees every aspect of your financial health and growth.
What’s included (everything in the Enhanced Package plus):
Monthly executive strategy meetings
Investment and portfolio management
Cost analysis and optimization strategies
Capital management and growth planning
Pricing may vary depending on the complexity of your business needs.Each package can be tailored with additional services to suit your unique requirements.
