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See the Bundled Services the our Concord, CA and the San Francisco Bay Area CPA Firm Offers

Accounting, Tax, and Advisory Packages Include:


ATA Core Bundle

ATA Premium Bundle Services 

ATA Elite Bundled service

Onboarding & Training Receivables management (Invoicing & AR) Payables Management (AP)
Accounting software Subscription Basic Bookkeeping Controller Services
Accounts Set up Quarterly Bank & Credit Card Reconciliations Monthly Bank & Credit Card Reconciliations
Entity Review Year-end Close Month End Close
Owner Payroll Staff Accounting Training Cash Management Advisory
Year-end tax-ready books Employees Time Tracking Payroll Processing
Work with tax preparer Basic Reporting Customized Reporting
Business & Owner Tax Prep Business Goal Tracking Business Growth Advisory
Electronic Document Storage Quarterly Performance Review Monthly Performance Review
Advanced Tax Strategies
Monthly Fees* Call Us For Quote Call Us For Quote Call Us For Quote

All our bundled services are offered for a monthly fee. Contact us today!

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