In today’s complex business environment, financial management requires more than just basic bookkeeping and tax preparation. Business owners need strategic 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 $995 monthly, 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 $795 monthly 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.
For larger operations, XTRA Enterprise delivers custom solutions scaled to your specific needs. With dedicated team members, priority support, and advanced analytics, this tier provides enterprise-level financial management for complex business structures.
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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