Keep More of What You Earn. We Cut Your Tax Bill with Bulletproof Strategy & Proactive Bookkeeping.
Essential Plan
ADVISORY
🟢 Tax Planning & Projection (ANNUAL)
🟢 Email & Phone Support
🔴 Business Advisory | Comprehensive Guidance for Business Growth
TAX
🟢 Business Entity Federal + State Income Tax Return Prep & Filing
🟢 Personal (1040) Tax Return Prep & Filing
🟢 Notice & Audit Protection (NAP)
🟢 Prepare/File Forms 1099 (up to 3, +fee for 4+)
🟢 Prepare and File Single-State Sales Tax Return (+fee for multi-state)
MANAGEMENT REPORTING
🟢 Financial Statement Preparation (MONTHLY)
🟢 Dashboard + Advanced Insights
🟢 Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs
ACCOUNTING
🟢 Reconcile of Bank & Credit Card Accounts (MONTHLY)
🟢 Validate General Ledger Accuracy
🟢 Maintain Fixed Asset Schedules and Loan Amortization
🟢 Cash Accounting
🔴 Bill pay processing
TECH STACK
🟢 Accounting Software (QBO)
🟢 Payroll Service powered by YPD
🟢 Receipt Management (Dext)
🟢 Bill Payment (BILL)
ONBOARDING
🟢 Kickoff call | Review deliverables, expectations, and establish client portal
🟢 Initial Strategy Session (ISS) | Understand business’s current state of operations and financials, establish Chart of Accounts
🟢 Backwork | Clean up historical data to produce clean, up-to-date financials
🟢 QBO/Dext training sessions
🟢 Financial Statement Review Session (FSS) | Review/discuss original financial statements vs Kaizen-produced statements
PLUS Plan
ADVISORY
🟢 Tax Advisory | Strategic Planning & Tax Optimization (3 PER YEAR)
🟢 Email & Phone Support
🟢 Business Advisory | Comprehensive Guidance for Business Growth
TAX
🟢 Business Entity Federal + State Income Tax Return Prep & Filing
🟢 Personal (1040) Tax Return Prep & Filing
🟢 Notice & Audit Protection (NAP)
🟢 Prepare and File Forms 1099
🟢 Prepare and File Multi-State Sales Tax Returns
MANAGEMENT REPORTING
🟢 Financial Statement Preparation (MONTHLY)
🟢 Dashboard + Advanced Insights
🟢 Custom Reporting | Required reporting specific to parent companies, franchises, coaching programs ($)
ACCOUNTING
🟢 Reconcile Bank & Credit Card Accounts (MONTHLY)
🟢 Validate General Ledger Accuracy
🟢 Maintain Fixed Asset Schedules and Loan Amortization
🟢 Modified accrual accounting
🟢 Bill pay processing
TECH STACK
🟢 Accounting Software (QBO)
🟢 Payroll Service powered by YPD
🟢 Receipt Management (Dext)
🟢 Bill Payment (BILL)
ONBOARDING
🟢 Kickoff call | Review deliverables, expectations, and establish client portal
🟢 Initial Strategy Session (ISS) | Understand business’s current state of operations and financials, establish Chart of Accounts
🟢 Backwork | Clean up historical data to produce clean, up-to-date financials
🟢 QBO/Dext training sessions
🟢 Financial Statement Review Session (FSS) | Review/discuss original financial statements vs Kaizen-produced statements
PREMIER PLAN
ADVISORY
🟢 Tax Advisory | Strategic Planning & Tax Optimization (MONTHLY)
🟢 Email & Phone Support
🟢 Business Advisory | Comprehensive Guidance for Business Growth
TAX
🟢 Business Entity Federal + State Income Tax Return Prep & Filing
🟢 Personal (1040) Tax Return Prep & Filing
🟢 Notice & Audit Protection (NAP)
🟢 Prepare and File Forms 1099
🟢 Prepare and File Multi-State Sales Tax Returns
MANAGEMENT REPORTING
ACCOUNTING
🟢 Reconcile Bank & Credit Card Accounts (VARIABLE)
🟢 Validate General Ledger Accuracy
🟢 Maintain Fixed Asset Schedules and Loan Amortization
🟢 Full accrual accounting
🟢 Bill pay processing
TECH STACK
🟢 Accounting Software (QBO)
🟢 Payroll Service powered by YPD
🟢 Receipt Management (Dext)
🟢 Bill Payment (BILL)
ONBOARDING
🟢 Kickoff call | Review deliverables, expectations, and establish client portal
🟢 Initial Strategy Session (ISS) | Understand business’s current state of operations and financials, establish Chart of Accounts
🟢 Backwork | Clean up historical data to produce clean, up-to-date financials
🟢 QBO/Dext training sessions
🟢 Financial Statement Review Session (FSS) | Review/discuss original financial statements vs Kaizen-produced statements
What You Get — Our Tax-Saving Stack
Clean-Up Bookkeeping
We fix your past books — fast, accurate, and audit-ready.
$997
Custom Tax Plan
S-Corp setup, entity structure, payroll optimization, deduction mapping.
$1,997
Monthly Bookkeeping
Real-time categorization, reconciliations, and financial reports.
$400/mo
Quarterly Strategy Calls
Personalized tax & business advisory to stay ahead and save more.
$1,200
Annual Tax Filings
Business + personal tax returns, 1099s — done-for-you.
$1,134
Are you ready to build the business you've always wanted?
Schedule an introductory meeting today!
Address: 53 State Street Suite 500, Boston MA 02109
Phone: (781) 309-6778