XTRA is strategic bookkeeping for business effectiveness. In today’s complex business environment, financial management requires more than just basic bookkeeping and tax preparation. Business owners need wise guidance, proactive tax planning, and real-time financial insights to thrive. That’s why we created XTRA – a comprehensive solution that transforms how businesses handle their finances.
At the core of XTRA is our commitment to pristine bookkeeping. Our US-based, QuickBooks-certified professionals manage your books in real-time, ensuring you always have accurate, up-to-date financial information. We handle everything from transaction processing to regular reconciliations and financial statement preparation. Plus, your XTRA subscription includes QuickBooks Online at no additional cost, streamlining your entire financial operation.
XTRA transforms conversations about taxes from an annual event into a year-round strategy. Our quarterly optimization reviews identify opportunities for tax savings before they’re missed. We don’t just prepare your returns – we actively work to reduce your tax burden through proactive planning and implementation. This approach has helped our clients achieve significant tax savings while maintaining full compliance with all regulatory requirements.
Every quarter, you’ll meet with your dedicated Virtual CFO to review performance, analyze trends, and plan for growth. These sessions go beyond basic financial reviews – they’re strategic planning sessions designed to help you make informed decisions about your business’s future. From cash flow optimization to growth modeling, your Virtual CFO provides the insights and guidance typically reserved for large corporations.
For $1,175 monthly ($995 if paid annually), single-entity businesses receive our complete suite of services. This includes comprehensive bookkeeping, tax planning and preparation, quarterly CFO sessions, and ongoing business advisory services. It's the perfect solution for businesses ready to transform their financial management.
Starting at $950 monthly ($795 if paid annually) per business, our multi-business solution provides consolidated reporting, cross-entity optimization, and enhanced tax planning across your entire business portfolio. This integrated approach ensures optimal efficiency and tax savings across all your entities.
We’re so confident in our ability to deliver results that we offer a simple guarantee: If we don’t identify at least $10,000 in tax savings opportunities during your first year, you’ll receive three months of service at no cost. This demonstrates our commitment to delivering real value for every client.
The most successful businesses understand that strategic financial management is key to sustainable growth. XTRA provides the expertise, tools, and guidance needed to optimize your financial operations and reduce your tax burden. Schedule a consultation today to discover how XTRA can transform your business’s financial management.
According to the US Government Accounting Office, 21% of all tax overpayments are caused by improper bookkeeping.
XTRA – Expert Tax Reduction Accounting
Expert bookkeeping, proactive tax planning, and strategic CFO guidance in one seamless solution.
- Real-time, accurate financials
- US-based, QBO-certified bookkeepers
- Automated transaction categorization
- Regular reconciliations
- Quarterly Virtual CFO sessions
- Cash flow optimization
- Growth planning
- Performance analytics
- Proactive tax planning
- Year-round strategy
- Multiple entity support
- Audit protection
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We strive to make your life easy. If you have a question that isn’t answered below don’t hesitate to call us at (888) 641-1989.
It usually takes about five days to complete the onboarding process. Our onboarding specialist will handle the entire transition, including importing historical data and setting up your QuickBooks Online account. Note: joining the waitlist puts you in the queue for service - you won't be onboarded until after we've reached out and processed your payment.
We serve businesses from $500K to $50M+ in annual revenue across all industries. Our scalable solutions adapt to your business size and complexity.
Yes, we include a QuickBooks Online subscription as part of our service. We'll handle the complete migration from your current system at no extra cost.
According to the United States Government Accounting Office, many businesses overpay in taxes, and 21% of those overpayments are caused by improper bookkeeping. XTRA addresses these challenges with exceptional bookkeeping, tax reduction strategies, business coaching, and accurate compliance in tax filings through our national CPA firm, Re-MMAP.
Our XTRA+ Multi-Business subscription is specifically designed for multiple entities. You'll get consolidated reporting, cross-entity optimization, and discounted per-business pricing.
A transaction is an individual item listed on your bank and credit card statements.
You'll have quarterly strategy sessions with your dedicated Virtual CFO who reviews your performance, helps with planning, and provides specific growth recommendations. Additional consultations are available as needed.
Traditional accountants are reactive and focus mainly on tax filing. XTRA provides real-time bookkeeping, proactive tax scrutiny, and strategic guidance—all in one integrated solution for less than hiring individual services.
Yes, we use bank-level encryption and are SOC 2 compliant. Our systems undergo regular security audits and penetration testing to ensure your data remains protected.
XTRA is an annual subscription and auto-renews. We request a 30-day notice for cancellation. You'll retain access to all your financial data and reports.
Payroll can be added to any plan for an additional charge. Ask your strategy advisor for custom pricing based on your needs.
XTRA stands for Expert Tax Reduction Accounting.
Yes. You will have regular calls with our US-based bookkeeping team to answer questions and get updates on your financials.
That depends on your needs. To take full advantage of the included suite of services, you will need to meet once monthly with your bookkeeper for about an hour, tune in to the business coaching sessions as you can, and meet on a quarterly basis with the CFO, virtually, to discuss strategy.
Reach out to us via phone (888) 641-1989, or via email frontoffice@excelempire.com
