CORPORATE PRE-AUDIT & FINANCIAL RECONSTRUCTION PACKAGES

Choose Which Package Best Fit Your Business Needs

PACKAGE 1: The Compliance Starter Audit

For companies needing a basic financial reality check.

Includes:

  • 1-year tax return accuracy scan

  • Payroll summary review

  • Categorization review for up to 600 transactions

  • Missed deductions + risk-point report

  • Pre-Audit Red Flag Checklist

  • 30-minute results meeting

PACKAGE 2: Financial Cleanup + Pre-Audit Reconstruction (Most Popular)

For companies with messy books who need compliant financials fast.

Includes:

  • Everything in Starter Audit

  • Full bookkeeping reconstruction for up to 2 years

  • Transaction categorization & reconciliation (up to 3 accounts)

  • Profit & Loss + Balance Sheet rebuild

  • Structural entity compliance review

  • Payroll review (Gusto, ADP, etc.)

  • Quarterly tax estimates + projections

  • IRS Red Flag Prevention Report

  • 1-hour strategy session

PACKAGE 3: Corporate Multi-Year Cleanup & Audit-Ready Rebuild

Designed for companies behind 3–5+ years.

Includes:

  • Everything in Package 2

  • Full reconstruction for 3–5 years

  • Multi-entity structure review

  • S-Corp/LLC optimization guidance

  • Deduction Mapping Report™

  • Entity compliance repair (NC, GA, FL, etc.)

  • Quarterly pre-audit compliance checks

  • Dedicated support team access

PACKAGE 4: Executive CFO + Digital Compliance Operations

Your highest-value subscription package.
For corporations that want hands-off, year-round financial protection.

Includes:

  • Everything in Package 3

  • Quarterly CFO oversight

  • Quarterlyfinancial reporting

  • Quarterly tax-ready compliance checks

  • Real-time advice via private portal

  • Audit defense preparation

  • Annual tax strategy plan

  • Quarterly business model optimization

  • Entity expansion + restructuring guidance

  • Unlimited “Ask Your CFO” support

PACKAGE 5: Digital Consults Elite — Full Corporate Compliance Buildout

For companies that want to hand you EVERYTHING.

Includes:

  • Formation or restructuring

  • EIN, payroll setup, chart of accounts build

  • Compliance system audit

  • Bookkeeping rebuild (up to 5 years)

  • Full pre-audit preparation

  • Corporate tax strategy blueprint

  • CFO oversight 6 months

  • Quarterly projections

  • Automation system setup (Wave/QuickBooks/Zoho)

  • CEO Financial Intelligence Coaching