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AFTER YEARS OF REFINEMENT, INTEGRITY 1ST HAS FINALLY CREATED THE SOLUTION TO SMALL BUSINESS OWNERS' PAINPOINTS!
How would you love a one-stop shop for
- Monthly Bookkeeping prepared with a CPA's review
- a Semi-Annual Business Tax Checkup
- Annual Business Income Tax Preparation
- Monthly Zoom Meeting of Trending Topics Affecting Small Businesses
- a Safe-Space to Obtain Answers to Your Questions
- Discounts on CPA-level services
SOUND TOO GOOD TO BE TRUE?
ARE YOU WAITING FOR THE
$7,500+
MASTERCLASS "GOTCHA" MOMENT?
NOT THIS TIME.
MY CFO WAS DEVELOPED WITH YOU,
THE SMALL BUSINESS OWNER, IN MIND!
I have served small businesses exclusively for over a decade.
What I hear most is:
"I'd love to have all these services, but we just do not have the cashflow to invest in the consistent help we KNOW we need!"
The wait is over.
EVERY item listed above is now available to you for only $6-$8 per day!
AND
If you act now, you can take advantage of the EARLY BIRD DISCOUNT to have the monthly subscription for EVEN LESS!
You'll keep the discount for the LIFE of your subscription!
No gimmicks. No bait and switch.
The subscription rates only vary based on your business' structure.
SOLD? Get started now!
Solopreneurs / Single Member LLCs
$182 per month
Partnerships / S Corporations / Multi-Member LLCs
$215 per month
C Corporations / Nonprofits (up to $400K annual receipts)
$240 per month
One year commitment required for all subscriptions.
LIMITED SPOTS AVAILABLE - ACT NOW, THESE WILL FILL UP FAST!
$182 per month
Partnerships / S Corporations / Multi-Member LLCs
$215 per month
C Corporations / Nonprofits (up to $400K annual receipts)
$240 per month
One year commitment required for all subscriptions.
LIMITED SPOTS AVAILABLE - ACT NOW, THESE WILL FILL UP FAST!
FREQUENTLY ASKED QUESTIONS
How can you offer these services at a low rate? What is the catch?
There is no catch! "My CFO - the Small Business Solution" has been YEARS in the making, with several unsuccessful iterations. Integrity 1st, in conjunction with Takeisha CPA, LLC, is able to offer this through:
1. over 20 years of experience, with over 10 years dedicated to small businesses, 2. streamlining processes, and 3. custom automation.
Why are you doing this?
ALL business owners need complete, accurate, and timely financial statements to assess the health of their business and monitor its progress and goals. New, micro, and small business owners oftentimes do not seek assistance until tax time or cannot outsource the accounting to qualified professionals due to a lack of capital and/or funding. So they wait until it's REQUIRED, and the cycle continues.
Takeisha CPA, President of Integrity 1st, has always had a heart for small business owners. It has been a long-term goal to develop this all-inclusive solution at a price specially-designed for small business owners.
This is labeled a subscription. When is payment due?
Your payment will be automatically charged on the same day each month. Your subscription payment will cover the bookkeeping and financial statements for the month you enroll.
We require a one-year commitment to ensure the business receives all services offered in the subscription. Unpaid or returned monthly payments will immediately cancel the subscription and disqualify the subscriber from annual income tax return preparation.
If I begin mid-year, how will the earlier months of the year be covered?
If a Balance Sheet and Profit (Loss) Statement is available for the business for the months preceding the subscription date, the subscriber can upload it to their secure folder. Integrity 1st will incorporate the beginning balances into the QuickBooks file.
If no financial statements are available for the previous months, the subscriber must send an email to request a custom quote for the catch-up accounting services.
What are the discounted CPA services?
Subscribers requiring extensive initial QBO setup or corrections to their existing QBO file will enjoy a 40% discount on the QBO setup fee (currently $325, subscriber rate $195).
Subscribers receive a 20% discount on the Ask Takeisha 45-minute consultation call (currently $175, subscriber rate $140).
The subscription includes preparation of the business' income tax return. Partnership, S Corporation, and C Corporation owners and Nonprofit Directors will receive a 30% discount on the preparation of their individual income tax returns.
Are there any exclusions?
Yes, there are exclusions to keep My CFO: the Small Business Solution at an affordable monthly rate:
There is no catch! "My CFO - the Small Business Solution" has been YEARS in the making, with several unsuccessful iterations. Integrity 1st, in conjunction with Takeisha CPA, LLC, is able to offer this through:
1. over 20 years of experience, with over 10 years dedicated to small businesses, 2. streamlining processes, and 3. custom automation.
Why are you doing this?
ALL business owners need complete, accurate, and timely financial statements to assess the health of their business and monitor its progress and goals. New, micro, and small business owners oftentimes do not seek assistance until tax time or cannot outsource the accounting to qualified professionals due to a lack of capital and/or funding. So they wait until it's REQUIRED, and the cycle continues.
Takeisha CPA, President of Integrity 1st, has always had a heart for small business owners. It has been a long-term goal to develop this all-inclusive solution at a price specially-designed for small business owners.
This is labeled a subscription. When is payment due?
Your payment will be automatically charged on the same day each month. Your subscription payment will cover the bookkeeping and financial statements for the month you enroll.
We require a one-year commitment to ensure the business receives all services offered in the subscription. Unpaid or returned monthly payments will immediately cancel the subscription and disqualify the subscriber from annual income tax return preparation.
If I begin mid-year, how will the earlier months of the year be covered?
If a Balance Sheet and Profit (Loss) Statement is available for the business for the months preceding the subscription date, the subscriber can upload it to their secure folder. Integrity 1st will incorporate the beginning balances into the QuickBooks file.
If no financial statements are available for the previous months, the subscriber must send an email to request a custom quote for the catch-up accounting services.
What are the discounted CPA services?
Subscribers requiring extensive initial QBO setup or corrections to their existing QBO file will enjoy a 40% discount on the QBO setup fee (currently $325, subscriber rate $195).
Subscribers receive a 20% discount on the Ask Takeisha 45-minute consultation call (currently $175, subscriber rate $140).
The subscription includes preparation of the business' income tax return. Partnership, S Corporation, and C Corporation owners and Nonprofit Directors will receive a 30% discount on the preparation of their individual income tax returns.
Are there any exclusions?
Yes, there are exclusions to keep My CFO: the Small Business Solution at an affordable monthly rate:
- Subscribers that own multiple businesses must create a subscription for each business.
- The only software available for this subscription is QuickBooks Online (QBO).
- The financial reporting for the monthly bookkeeping services are limited to the Balance Sheet and the Profit (Loss) Statement. Additional and/or custom reporting can be requested using the subscriber's discount.
- There is a maximum of two K-1 schedules included in the Partnership/S Corporation/Multi-Member LLC income tax return preparation. Additional charges apply for more owners.
- Nonprofit organizations are limited to $400,000 in annual receipts for this subscription option.
- The subscription does not include any previous years' income tax return preparation or filing.
- The subscription does not include the preparation or filing of any other returns or forms. This includes, but is not limited to: sales tax returns, payroll tax returns, annual franchise tax forms/renewals, 1099 filings, etc.
- Under no circumstances will Integrity 1st request nor require access to accounts other than READ ONLY status. Integrity 1st does not handle nor manage the finances, cash collections, vendor payments, collections calls, or any other cash management activity on behalf of its subscribers. However, the subscribers may link any external vendor applications to their QBO file, as needed, to ensure the completeness and accuracy of the business' financial statements. Additional charges from the apps may apply.
- The subscription does not include payroll processing. However, access to payroll reports and/or software are needed to ensure the completeness and accuracy of financial statements and income tax preparation.
- The subscription does not include verbal nor written/email one-on-one consultations. The subscriber may use their discount for individual consultation requests.
- Subscribers may submit topics/questions for the monthly call by the communicated deadline. Topics received after the deadline will be held for the following month's call.
