Comprehensive Financial Solutions

01

Business Formation & Planning

We assist entrepreneurs in the critical early stages, managing the business start-up process and developing comprehensive Business Plans. From entity selection to operational redesign, we ensure your foundation is built for scale.

Starting at: $1,108

Starting at  $1,108

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

02

Kpiify: Performance Dashboards

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Adds On

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $499/Month

Starting at  $1,108

Services

BIANNUAL

Certified professionals

Secure document portal access

Secure document portal access

Cloud base data

Monthly bank transaction categorizations and reconciliation

Monthly Basic Financial reports: P&L, Balance Sheet and Cash Flow

Financial reports Live (Zoom/In office) walkthrough

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

Core 

BIANNUAL

Certified professionals

Secure document portal access

Secure document portal access

Cloud base data

Monthly bank transaction categorizations and reconciliation

Monthly Basic Financial reports: P&L, Balance Sheet and Cash Flow

Financial reports Live (Zoom/In office) walkthrough

Adds On

Plus: Quaterly

 

  • Fiscal Year Acounting management

  • One Platform: QUICKBOOKS ONLINE/XERO/NETSUITE Monthly suscription

  • One time: Platform set up (QBO, XERO or Netsuit)

  • One time: Chart of Account set up

One Platform: QUICKBOOKS ONLINE/XERO/NETSUITE Monthly suscription

One time: Platform set up (QBO, XERO or Netsuit)

Cloud base data

Receipts scanning 

Business Owner's payroll administration

Invoices/Account Receivables management

Inventory/ fixed asset management

Vendor's Bill payments Administration

  • Receipts scanning 

  • Business Owner's Payroll Administration

    Invoices/Account Receivables management 

  • Inventory/ fixed asset management

  • Vendor's Bill payments Administration 

 

MONTHLY

Certified professionals

Cloud base data

Monthly bank transaction categorizations and reconciliation

Monthly Basic Financial reports: P&L, Balance Sheet and Cash Flow

Financial reports Live (Zoom/In office) walkthrough

Plans

  • CORE: Biannual 

 

Certified professionals

Secure document portal access

Secure document portal access

Cloud base data

Monthly bank transaction categorizations and reconciliation

Monthly Basic Financial reports: P&L, Balance Sheet and Cash Flow

Financial reports Live (Zoom/In office) walkthrough

Core
Biannual 
 
Plus
Quaterly

 

  • CORE: Biannual 

 

Services

Strategic
Monthly

 

Secure document portal access

Secure document portal access

03

Financial Management & Tax

  • Bookkeeping: Online book management, system setup, and deep clean-up for ongoing businesses.
  • Tax Planning:  Proactive tax return preparation for Federal, State, and Local jurisdictions.
  • Financial Reporting:  Detailed statements that help you understand the "why" behind your numbers.

Starting at: $379/Month

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

02

Kpiify: Performance Dashboards

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $499/month

Starting at  $1,108

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Certified trusted tax planing advisor

  • Tax Efficiently Oil and Gas Investment custom analisys

  • One Big Beautiful Bill act's -OBBB- Investment parameters, Explained

  • Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)

  • Tax Efficiently Real Estate Investment custom analisys

  • Tax Efficiently Stocks' Investment custom analisys

  • Family employment custom analisys

  • Retirement accounts maximixation -HSA, 401K, IRA, 403(b)- custom analisys

  • Roth Conversions and Mega Backdoor Roths custom analisys

  • Estate Planing custom analisys and referral

  • Charitable Giving custom analisys and referral

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Certified trusted tax planing advisor

  • Tax Efficiently Oil and Gas Investment custom analisys

  • One Big Beautiful Bill act's Investment parameters, Explained

  • Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)

  • Tax Efficiently Real Estate Investment custom analisys

  • Tax Efficiently Stocks' Investment custom analisys

  • Family employment custom analisys

  • Retirement accounts maximixation -HSA, 401K, IRA, 403(b)- custom analisys

  • Roth Conversions and Mega Backdoor Roths custom analisys

  • Estate Planing custom analisys and referral

  • Charitable Giving custom analisys and referral

Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Certified trusted tax planing advisor

  • Tax Efficiently Oil and Gas Investment custom analisys

  • One Big Beautiful Bill act's Investment parameters, Explained

  • Legal Entity Optimization (LLC, S Corp, C Corp, Partnership)

  • Tax Efficiently Real Estate Investment custom analisys

  • Tax Efficiently Stocks' Investment custom analisys

  • Family employment custom analisys

  • Retirement accounts maximixation -HSA, 401K, IRA, 403(b)- custom analisys

  • Roth Conversions and Mega Backdoor Roths custom analisys

  • Estate Planing custom analisys and referral

  • Charitable Giving custom analisys and referral

02

Kpiify: Performance Dashboards

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $499/month

Adds On

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $499

Starting at  $1,108

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Key Performance Indicators: KPI’s profitability reports

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Key Performance Indicators: KPI’s profitability reports

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

02

Kpiify: Performance Dashboards

Kpiify: Performance Dashboards

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $499/month

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Kpiify: Performance Dashboards

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $499/month

Adds On

Gain a competitive edge with our signature KPIify service. We implement financial tracking systems that monitor business activities and market performance, providing you with a clear Performance Dashboard to make data-driven decisions.

Starting at: $220

Starting at  $1,108

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Key Performance Indicators: KPI’s profitability reports

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Key Performance Indicators: KPI’s profitability reports

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package
Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Core 

Trusted Certified Economist/Accountant/Tax Preparer professionals

Secure document portal access

Secure document portal access

Entity selection: DBA, LLC, Partnership, Corporation

Operating Agreement: Consult with Attorney up to 1 Hour.

Federal and State Incorporation

Payroll Set up

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

Plus

Core plan
Set business goals
Market analysis
Market analysis
Operation plan
Financial plan and projections

  • Key Performance Indicators: KPI’s profitability reports

  • Customized high-level business' reports

  • Gross profit optimization

  • Cash flow engineering and optimization

  • Budgeting

  • Business and personal expenses tracking

  • Inventory/ fixed asset management

  • Product/Job/Project costing

Funding request
Funding request

Strategic

Core + Plus plan
Business Valuation
Business exit planning and strategy
Mergers & acquisitions and shareholder exit strategies
Retirement administration
Monthly/Quarterly estimated taxes set up

  • Certified trusted tax preparer

  • Secure document portal access

  • Federal + 1 State Individual Tax Return Preparation

  • Draft return computations and highlights report for review

  • Client Portal chat communications

  • E-file + Direct Deposit setup

  • Tax return draft report live (Zoom) walkthrough

  • Estimated payments setup

  • Response to government-issued notices resulting from agency oversight

  • Tax Planning Core Package

Ready to Simplify Your Financial World?

Access real-time reports, secure document sharing, and direct messaging with your dedicated advisory team.

Why Business Leaders Trust Counting Upward

  • Uncompromising Accuracy
    Our double-verification process ensures that your data is never just 'close enough'.
 
  • Regulatory Expertise
    Stay ahead of changing laws with consultants who specialize in current financial legislation.
 
  • Rapid Response Times
    Financial decisions don't wait. Our dedicated portal ensures you get answers when you need them.

Why Business Leaders Trust Counting Upward

  • Uncompromising Accuracy
    Our double-verification process ensures that your data is never just 'close enough'.
 
  • Regulatory Expertise
    Stay ahead of changing laws with consultants who specialize in current financial legislation.
 
  • Rapid Response Times
    Financial decisions don't wait. Our dedicated portal ensures you get answers when you need them.