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Welcome to HT&A, LLC!! 📞706.662.8881
Running a business involves more than maintaining financial records and filing tax returns. Business owners often need ongoing guidance, financial insight, and proactive support to help them make informed operational and tax-related decisions throughout the year.
Our advisory packages are designed to help business owners:
Gain greater visibility into the financial performance of their business
Receive ongoing guidance and support related to operational and financial decision-making
Better understand the tax implications of business activities throughout the year
Maintain stronger financial organization and oversight
Navigate growth, operational challenges, and changing business needs with greater confidence
Reduce the risk of preventable compliance issues, penalties, and filing oversights
Starting at $750/month
Best Suited For
Businesses with straightforward operations
Newer and growing businesses
Businesses seeking ongoing guidance beyond standard compliance services
Businesses under approximately $500K in annual revenue
Advisory Support
Quarterly advisory meetings
Business consultations, as needed
Ongoing email support
Periodic operational guidance
Financial Oversight
Financial statement review
Bookkeeping oversight and review
Basic financial performance discussions
Tax Planning Support
Annual tax planning discussion
Basic tax projection support
Discounted business tax preparation services
Discounted individual tax preparation for one owner
Starting at $1,250/month
Best Suited For
Growing businesses with increasing operational complexity
S corporations and multi-owner businesses
Businesses seeking more proactive planning and financial oversight
Businesses under approximately $1M in annual revenue.
Advisory Support
Monthly advisory meetings
Strategic business check-ins
Priority email support
Operational and growth-related guidance
Financial Oversight
Monthly financial statement review
Bookkeeping oversight and monitoring
Cash flow and profitability discussions
KPI and performance discussions
Tax Planning Support
Quarterly tax planning discussions
Tax projection support
Compensation and distribution planning discussions
Enhanced discounts on tax preparation and advisory services
Starting at $2,000/month
Best Suited For
Businesses with complex operations or multiple entities
High-revenue and rapidly scaling organizations
Businesses seeking integrated financial and strategic support
Organizations requiring executive-level guidance and oversight
Advisory Support
Recurring executive-level advisory meetings
Strategic planning and operational guidance
Priority scheduling and expanded advisory access
Coordination discussions involving external professionals, as needed
Financial Oversight
Advanced financial review and analysis
Bookkeeping oversight and strategic financial discussions
Cash flow, forecasting, and operational analysis
KPI, budgeting, and financial performance discussions
Tax Planning Support
Ongoing proactive tax planning discussions
Advanced tax projection support
Integrated tax strategy coordination
Expanded discounts on tax preparation and advisory services
Important Notes:
The onboarding fee for each package is $250 and will be billed with the first invoice.
Advisory services are tailored based on the size, complexity, and operational needs of each business.
Additional services outside the standard advisory scope may be billed separately.
Cleanup services, historical bookkeeping corrections, amended filings, or additional catch-up work require separate pricing.
Advisory package pricing may vary based on transaction volume, organizational structure, and the level of ongoing support required.
Which Package Is Right For My Business?
The appropriate advisory package depends on several factors, including your business size, operational complexity, transaction volume, bookkeeping needs, tax planning goals, and the level of ongoing support desired. During the onboarding process, we evaluate your business needs and recommend the package that best aligns with your current operations and long-term goals. As your business grows, your advisory needs may evolve, and package adjustments may be recommended accordingly.
What Is Included In the Advisory Packages?
Our advisory packages are designed to provide ongoing financial guidance, bookkeeping oversight, and proactive support throughout the year. Depending on the package selected, services may include financial review meetings, tax planning discussions, bookkeeping oversight, operational guidance, priority support, discounts on additional services, and strategic financial insight designed to help business owners make informed decisions.
Specific services and support levels vary by package.
What Is the Difference Between the Prepaid and Monthly Rates?
Clients may choose either monthly billing or an annual prepaid option. The prepaid option provides a discounted annual rate in exchange for full upfront payment. Monthly plans are billed on a recurring basis throughout the engagement term.
How Is the Initial Payment Applied?
The initial invoice includes both the onboarding fee and the first advisory payment. The onboarding process includes client setup, account review, internal implementation procedures, and evaluation of existing financial information necessary to begin advisory services.
If I Sign Up During the Middle of the Year, Will I Still Receive Package Benefits?
Yes. Businesses that enroll during the year will still receive the ongoing benefits associated with their selected package moving forward. However, additional fees may apply if prior-period bookkeeping cleanup, financial catch-up work, historical reviews, amended filings, or additional analysis is required before ongoing advisory services can begin effectively.
Are Tax Preparation and Bookkeeping Included in the Packages?
Certain advisory packages may include bookkeeping oversight, strategic tax planning discussions, and discounts on tax preparation services. However, the scope of bookkeeping, tax preparation, payroll, cleanup services, and other compliance-related work varies depending on the package selected and the specific needs of the business.
Can Businesses Upgrade Their Package as They Grow?
Absolutely. As businesses expand, operational complexity and advisory needs often increase. Clients may upgrade their advisory package at any time to access additional support, planning, oversight, and strategic guidance that better aligns with their evolving business operations.
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