Lead Your Business With Confidence

Our monthly service plans are designed around what we call the Lifecycle of a Business. We’ll ask you to complete a short onboarding questionnaire and then we’ll get in touch to get a better understanding of your Lifecycle Phase and how CRC can take the stress out of managing the finances of your business.

We’ll propose a service plan that includes the services you’ll need to stop worrying about bookkeeping, know your numbers, and make annual tax filing a breeze. Every plan includes cloud accounting, annual/quarterly tax compliance filing, and unlimited quick questions. Depending on your needs, payroll and additional advisory services may be included in the proposal.

Once you’ve accepted our service proposal, you’ll meet your team at CRC. You’ll have a dedicated success manager, a cloud accountant for your books, a payroll specialist (if included in service plan), and a team leader/CPA for advisory level services. Our team will proactively keep you in the loop when your attention is required and we’ll provide a prompt response when you have a question. The only question we can’t answer is what you’ll do with all the time you’ve saved.

Our tax projection services begin in the fall. CRC clients typically know what they’ll owe Uncle Sam before the year is even over. With planning and proactive communication, you’ll be amazed to find how painless tax season can be.

Before each new year begins, we’ll review your plan and make suggested improvements for the coming year. Our track record of clients renewing their plans has given us the joy of seeing many clients grow from one Lifecycle Phase to the next.