Essential Financial Package

Essential Financial Package: Simplify Your Business Finances

Designed specifically for freelancers, small business owners, and startups, the Essential Financial Package provides the foundation for organized and efficient financial management. With clear reports, personalized support, and proactive tax preparation, this package ensures your business remains compliant while you focus on growth.

What’s Included in the Essential Financial Package?

Our package is built to cover all the essential aspects of your financial operations. From monthly bookkeeping to annual tax filing, we ensure that your business’s finances are managed with precision and care. Here’s what you can expect:

  1. Goal Setting and Financial Planning: We help you define achievable financial goals and develop a clear roadmap to reach them.
  2. Monthly Bookkeeping (Cash Basis): Keep your finances organized with accurate transaction categorization, bank reconciliation, and up-to-date records.
  3. Profit & Loss (P&L) Statements and Balance Sheets: Receive regular reports to monitor your business’s performance and financial health.
  4. Basic Financial Reporting: Get simplified summaries of your cash flow, income, and expenses for better decision-making.
  5. Annual Tax Preparation and Filing: Stay compliant with comprehensive tax filing services, including deductions to maximize savings.
  6. Dedicated Bookkeeper Access: Work closely with an assigned bookkeeper who understands your business and provides ongoing support.

Who Is This Package For?

The Essential Financial Package is ideal for businesses looking for straightforward and reliable financial management. If you’re a freelancer managing income streams, a small business owner seeking clarity, or a startup that needs a simple yet effective solution, this package is tailored to meet your needs.

Why Choose I.M Crepaldi Accounting Inc?

At I.M Crepaldi Accounting Inc, we understand that managing finances can be overwhelming. That’s why we focus on creating a stress-free experience, offering personalized services that adapt to your business goals. With our Essential Financial Package, you’ll receive:

  • Timely and accurate bookkeeping.
  • Clear insights into your business’s financial health.
  • Expert support to handle your tax responsibilities.
  • Peace of mind, knowing your finances are in trusted hands.

Unlock Your Business Financial Potential Today!

there are some Results we have already achieved together!

Professionality
91%
Client service
93%

Why Choose Us

Your Trusted Partner in Financial Success

Choosing the right accounting partner can make all the difference for your business. At I.M Crepaldi Accounting Inc, we go beyond numbers to deliver personalized financial solutions that drive real results. Here’s why businesses trust us:

1. Personalized Approach
We understand that every business is unique. Our services are tailored to meet your specific needs, ensuring strategies that align with your goals and challenges.

2. Fast, Reliable Support
When you need answers, we’re here. Our team is committed to providing timely solutions, so you can focus on running your business without delays.

3. Expertise Beyond Taxes
We don’t just manage your taxes—we analyze your numbers, improve your cash flow, and help you make data-driven decisions to grow sustainably.

4. Proven Track Record
With years of experience and a portfolio of satisfied clients, we’ve consistently delivered results that speak for themselves.

Pricing That Works for Small Businesses

Add-On Options for Enhanced Flexibility

Essential Financial Package

$400 - $600/Month

Starting at just $400 per month, the Essential Financial Package provides exceptional value for businesses seeking reliable financial management without unnecessary complexity.

Contact Us

We’re Here to Help Your Business Thrive

At I.M Crepaldi Accounting Inc, we’re always ready to support your financial goals. Whether you need help with bookkeeping, tax planning, or strategic financial guidance, let’s start the conversation today.

 

Our Address

33 Bassett Lane, suite 111, Hyannis. MA

Our Phone Number

(508) 296-8040

Our Email

contact@crepaldibookkeeping.com