Terms of Service
ACCOUNTING | BOOKKEEPING
Solutions for Growing Businesses
With this Pathway, You’ll Experience:
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Ongoing Financial Structure Reliable bookkeeping + compliance monitoring that keeps your records clean and IRS-ready.
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Proactive Tax Clarity
Strategic analysis and recommendations that no seasonal tax preparer delivers alone set yourself up for better decisions. -
Peace of Mind All Year No more “tax season shock” or late-night spreadsheet panic. Monthly clarity, annual strategy, zero surprises
Who This is For
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BUSINESS OWNERS
MAKING CONSISTENT REVENUE WHO WANT CLARITY, CONTROL AND COMPLIANCE
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ENTREPRENEURS TIRED OF MESSY BOOKS AND REACTIVE TAX PREPARATION
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LEADERS READY TO
SHIFT FROM GUESSWORK TO GUIDED DECISON MAKING
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BUSINESSESS SEEKING A CLEAR STRUCTURE + STRATEGIC DIRECTION WITHOUT HIRING A CFO
Our Program
Introducing
The Strategic CEO - Foundation
Tax & Financial Planning Pathway
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Solutions for Growing Business Owners
Transform your backend from chaos to clarity with a structured financial foundation + strategic tax planning so you can lead with confidence, keep more of what you earn, and avoid reactive scrambling.
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This isn’t just number crunching. It’s a comprehensive, white-glove financial partnership that keeps your business running smoothly while positioning you for sustainable growth.
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What we will do on your behalf :
Monthly Bookkeeping & Compliance
We keep your books organized, reconciled, and ready so you can make decisions with confidence.
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Income & expense categorization
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Monthly bank & credit card reconciliation
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Maintained chart of accounts
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Monthly Profit & Loss (P&L) delivered
✅Result: Always IRS-ready records and real-time visibility.
Strategic Tax Consultation
A focused session to understand your structure, finances, and opportunities.
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Review of business entity and setup
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Financial landscape overview
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Immediate & long-term tax-saving opportunities
✅Result: Clarity on tax posture and strategic direction.
Financial & Tax Analysis
Deep dive into your numbers to uncover advantages most owners miss.
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Income & entity review
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Eligibility for credits & deductions
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Identification of missed or underutilized tax advantages
✅Result: Awareness of where you may be leaving money on the table.
Tax Strategy & Cash Flow Planning Session
Actionable recommendations grounded in your current financials.
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Cash-flow optimization
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Best-fit credits & deductions
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Alignment of finances with business goals
✅Result: A clear roadmap that connects your money to your goals.
Business & Personal Tax Preparation & Filing
Accurate preparation and filing of annual returns.
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Business tax return
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Personal tax return
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Filed with compliance and strategy in mind
✅Result: File with confidence no stress, no guesswork.
The Strategic CEO - Foundation
Package Perfect for What’s Included Monthly
Investment
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- Up to 60 minutes Strategic Tax Planning Session
- Bookkeeping software setup
- Monthly Bookkeeping
- Annual Tax Preparation/Filing
-Client Portal
Business leaders seeking structured financial systems and meaningful insights
Foundation
$749 one time +
Frequently Asked Questions
Q: Do I need bookkeeping if I’m using QuickBooks or a spreadsheet?
A: Yes—QuickBooks is a tool, not a strategy. Most business owners using DIY software still miss key details, miscategorize expenses, or fail to reconcile accounts. We make sure it's done right, every time.
Q: Can you clean up my books if they’re behind or a mess?
A: Absolutely. Whether you’re 3 months or 3 years behind, we specialize in cleanup and catch-up services that get your books IRS- and CPA-ready.
Q: What software do you use?​
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A: We work primarily with QuickBooks Online and can integrate with platforms like Stripe, Square, Gusto, and more. We keep things cloud-based, secure, and accessible.
Q: How do you help reduce my tax liability?
A: Through proactive expense planning, entity structure review, retirement contribution strategy, and identifying industry-specific deductions. It’s all customized to how your business actually runs.
Why businesses choose us
📘 Streamlined Financial Structure
✅ Real-Time Clarity – Know exactly where your business stands
✅ IRS-Ready Books – Always accurate, always prepared
💸 Strategic Tax Planning
✅ Maximize Every Deduction – Save money with strategic planning tailored to your business.
✅ Quarterly Tax Filing – Avoid penalties and stay ahead of deadlines.
✅ Year-Round Support – We don’t disappear after tax season. We're in it with you all year long.
🖤 Concierge-Level Service
✅ White-Glove Experience – We handle everything so you can focus on vision and leadership.
✅ Confidential & Professional – Discreet, secure service for CEOs, firms, and founders.
You’ve Built the Business. Now Let’s Protect and Scale It.
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Let The LKE Group simplify your backend so you can stay in your zone of genius.