All-Inclusive Strategic Package

Empower Your Business with the All-Inclusive Strategic Package

For high-growth businesses and startups that need end-to-end financial management, the All-Inclusive Strategic Package is the ultimate solution. This comprehensive package offers advanced bookkeeping, custom reporting, and CFO-level support to ensure your company scales efficiently while staying financially secure.

What’s Included in the All-Inclusive Strategic Package?

The All-Inclusive Strategic Package goes beyond traditional accounting, providing a complete suite of financial services tailored to your business’s unique needs. Here’s what it includes:

  1. Advanced Bookkeeping (Accrual Basis):

    • Revenue recognition and deferred revenue tracking.
    • Detailed Cost of Goods Sold (COGS) tracking for businesses with inventory or product-based operations.
    • Multi-channel sales reconciliation for e-commerce and other industries.
  2. Custom Financial Reporting and Analysis:

    • Monthly Profit & Loss (P&L), balance sheet, and cash flow statements.
    • Custom reports tailored for board meetings, investor presentations, or operational needs.
    • KPI dashboards tracking key metrics like burn rate, retention rates, and customer acquisition costs.
  3. Dedicated CFO Services:

    • Monthly fractional CFO consultations for cash flow projections, financial modeling, and scenario planning.
    • Strategic advice for fundraising, budgeting, and financial goal-setting.
    • Investor reporting and preparation of board decks to support funding rounds.
  4. Tax Compliance and Advisory Services:

    • Comprehensive federal, state, and local tax filing.
    • 1099 compliance and proactive year-round tax strategy.
    • Specialized R&D tax credit guidance to optimize eligible deductions.
  5. On-Demand Support:

    • Unlimited email and scheduled phone support for ad hoc financial questions.
    • A dedicated team ready to assist with complex financial matters.

Who Is This Package For?

The All-Inclusive Strategic Package is perfect for high-growth startups, venture-backed companies, and established businesses that need advanced financial management. If you’re preparing for fundraising, managing complex operations, or scaling rapidly, this package provides the expertise and tools to support your journey.

Why Choose the All-Inclusive Strategic Package?

When your business demands more than basic financial management, the All-Inclusive Strategic Package delivers. With a dedicated team and advanced solutions, you’ll benefit from:

  • Comprehensive bookkeeping and financial reporting tailored to your industry.
  • Strategic CFO-level support to guide decision-making and planning.
  • Advanced tax strategies to reduce liabilities and ensure compliance.
  • Custom insights and tools to manage growth, investor relations, and operations.

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.

Premium Pricing for Premium Support

Add-On Options for Enhanced Flexibility

All-Inclusive Strategic Package

$1,500 - 2,500+/Month

Starting at $1,500 per month, the All-Inclusive Strategic Package is a high-value solution for businesses that require comprehensive financial management. With personalized services and advanced insights, it’s an investment in your business’s success.

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