OUR SERVICES & PRICING INTEVON

Our Services

Small Business Accounting

Monthly statements created. Understandable custom reporting. Transactions categorized for taxes. No need to mail check stub and paper receipts to us.

You don’t have to do a thing.

Tax Compliance and Advisory

Comprehensive federal, state and local tax filings for individuals and businesses. Strategic tax planning and advices.

We provide proactive strategic advices rather than reactive services to our clients.

Invoicing and AR Management

Fast, paperless and customized invoicing. Easy system set up. Beautiful graphs of your current and aged invoices.

You are the CEO. Let us be the bill collector.

Wealth Advisory

Planning and guidance from startup through succession. Work with entrepreneurial people with expertise and agility to serve you.

Your overall financial success is our ultimate goal.

Our Pricing Plans

We have the right plan to fit your business

  • BRONZE

    $ 199+ /month

    Bookkeeping

    Personal Tax Prep

    Email Support

    Xero subscription

    Get Started

  • Sliver

    $ 299+ /month

    Bronze Features+

    Annual Tax Prep

    Payroll setup

    Quarterly Video Conference

    Get Started

  • Gold

    $ 499+ /month

    Silver Features+

    Monthly Video Conference

    Full Tax Filing

    Weekly Financial Briefs

    Get Started

ALA CARTE SERVICES

Tax Planning & Filing

Different from most other tax services, we provide proactive strategic advices rather than reactive  services to our clients. By reviewing your tax return, we identify tax saving strategies to help you save tens of thousands of dollars and cut your tax legally.

We provide a full menu of federal, state and local tax services for individuals and small businesses all with transparent, up-front pricing. We take the pain out of tax time by removing any surprises and making it easy to understand. 

Starting at $299 per return

Starting at $99 for international students

Visual CFO

  • >Business Plan Development
  • >Budgets/Forecasts
  • >Business Systems Review
  • >Custom Managment Reporting
  • >KPI Development
  • >Consolidated Reporting
  • >Operational Analysis

*Please contact us for upfront pricing

Business Planning

We work with you to understand your business goals and create a plan for you to reach them. Let us pave the road to your success by making sure you have the financial tools to get there.

*Please contact us for upfront pricing

Small Business Accounting

As a small business owner you have more important things to do than worrying about your books. To form a solid financial foundation each month we will reconcile your bank account, generate an income statement, generate a balance sheet, clean up your general ledger and provide consultations.

Starting at $1499/year

* Prices vary depending on the complexity of your business. Please contact us for a quote.

Our Clients

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