DrillDown Solution Packages
Solutions that give you the results you want. Gone are the days of hourly billing. At DDS, count on an unquestionable value and laser-precision accuracy to help your business grow. Our custom financial service packages create a solution that is right for your business.
Schedule a consultation today to get your custom plan.
LEAN
Great for Start-ups & Sole Owners
Standard Chart of Accounts- Transaction Entry
- Bank & Credit Card Accounts
- Up to 2 Financial Institutions
- Account Reconciliations
- Journal Entries
- Phone/Email Support
- Tax Adjustments
- Monthly Financial Statements
- Quarterly Close of the Books
- Business Income Tax Compliance
- Business Federal and Home State Returns
- Business Agency Correspondence
AGILE
Great for Small Businesses
- Everything in Lean Plus
- Additional 2 Financial Institutions (4 total)
- Quarterly Financial Statements
- Monthly Close of the Books
- Quarterly Financial Recap Email
GROWTH
Great for Growing Businesses
- Everything in Agile Plus
- Custom Chart of Accounts
- Additional 2 Financial Institutions (6 total)
- Custom Financial Statements
- Monthly Financial Recap Email
- Annual Budget Preparation
- Quarterly Zoom Budget Review Meeting
- Fixed Asset & Class Tracking
SCALE
Great for Rapid Growth Businesses
- Customized services to fit your scaling needs
Additional Services
*Ask us about adding on other additional services to your monthly package.