Services to cover your every need
Your First Step to Financial Management
Tailored Accounting, Tax Optimization, Compliance, and Filing Services
Accounting
Proficiency in identifying and maximizing business-related deductions thereby executing tax reduction strategies in real-time.
Taxation
Our expert team specializes in identifying strategic opportunities within the tax code to minimize your tax liabilities, ensuring you retain more of your hard-earned income.
The Path to Informed Financial Decision-Making
Unleash the Power of Strategic Financial Reporting and Advanced Tax Reduction Techniques
FP&A
Our Financial Planning and Analysis (FP&A) services provide in-depth insights, data-driven forecasting, and strategic financial guidance to empower your business decisions and drive sustainable growth.
Advanced Tax Planning
Beyond traditional tax planning, offering advanced strategies that encompass retirement planning, allowing you to proactively shape your financial future while optimizing your tax position.
The Complete Solution for Financial Management and Tax Optimization
Streamline Your Business’s Financial Operations with AR, AP, and Bill Pay.
AR/AP – Vendor Management
Takes care of your AR/AP vendor management, ensuring smooth financial operations with meticulous attention to detail.
Complete Financial Management
Complete offsite management services, efficiently handling accounts receivable, accounts payable, and bill pay processes, allowing you to focus on your core business operations with confidence.
Frequently Asked Questions
Plans & Pricing
How is pricing calculated?
Our accounting and tax plans operate on an annual subscription model with transparent pricing that adjusts in line with your gross revenue and the unique requirements of your business, including number of financial accounts requiring review, state tax returns filed, bills, and invoices. For in-depth pricing information, please visit our pricing page.
Why is pricing based on gross revenues?
Transparency and simplicity are at the core of our pricing model. After careful analysis, we’ve chosen revenue as the primary factor, as it accurately mirrors the complexity of your business’ tax reduction opportunities as well as compliance. When customizing the ideal Factor plan for your business, we take into account various factors, including the number of financial accounts, transaction volume, and the hours of support you require.
Will pricing change during the year based on my revenue?
Our pricing remains consistent throughout the year, unaffected by fluctuations in your revenue. However, updated pricing for the following tax year may be based on a review of the prior year’s annual revenue and number of financial accounts that require our expert attention. This ensures that our services align with your evolving financial needs while providing you with transparency and predictability in pricing.
Am I charged separately for communication with my dedicated accountant?
There are no additional charges for emails or phone calls with your assigned team member. Communication is an integral part of our services. Your dedicated tax accountant is here to address any questions you may have. We aim to provide responses to inquiries within one business day or less. For further details, please refer to our pricing page.
What is your cancellation policy?
The engagement remains active until the conclusion of your current billing cycle. If you choose not to renew at the end of the year, simply inform us in advance, and we will cease billing you for the subsequent cycle.
Services Offered
Service Tiers
What are the differences between the service tiers? Accountant - Advisor - CFO
Factor offers three distinct service tiers, each designed to meet the diverse financial needs of our clients. Our foundational tier, “Factor – Accountant,” is recognizes that not all businesses have the resources or revenue streams to harness advanced tax planning techniques, this service focuses on providing effective tax strategies without delving into intricate credits, elections, or qualified plans. Ideal for entities keen on aligning their financial needs with smart tax practices.
Stepping up to “Factor Advisor,” stands as our most popular tier, crafted for businesses poised at a stage where intricate tax strategies become pivotal and clients benefit from comprehensive financial reporting and analysis sessions with their dedicated Tax Accountant.
Finally, “Factor CFO” represents the pinnacle, combining the features of “Factor Advisor” with comprehensive FP&A services including bill pay and accounts receivable management, designed for the entrepreneur who is focused on growth and desires a complete financial management solution. These tiers provide a range of options to align with your current stage of growth and future financial goals.
Is accounting and tax preparation included in all of the service tiers?
While all our service tiers include fundamental accounting and tax services, our higher tiers offer an added layer of expertise and support for those seeking more advanced tax advisory and financial management solutions. Moreover, at the higher tiers, clients can also opt for complete offsite financial management of their business, allowing our experts to handle day-to-day financial tasks, monitor cash flow, manage vendor relationships, and ensure compliance, so you can focus on the core aspects of your enterprise. It’s a holistic approach to financial excellence designed to empower your business for success.
Software Systems
Is the Quickbooks Online subscription included into the cost of services?
QuickBooks Online is seamlessly integrated into the cost of our services. With QuickBooks Online at your disposal, you’ll have access to a powerful and user-friendly accounting tool, making it easier than ever to manage your financial data, track expenses, and stay organized. This inclusion ensures that you have the right tools to streamline your financial processes and make informed decisions, all as part of our commitment to providing value-driven solutions.
Are payroll services included?
Payroll is an additional service. Our payroll services are not a one-size-fits-all DIY product; instead, we provide full-service payroll solutions designed to streamline your payroll processes and ensure compliance. The pricing for our payroll services is determined based on several factors, including the frequency of payroll runs, the number of employees, and the states in which your business operates. This ensures that you receive a customized payroll solution that aligns with the unique requirements of your organization.