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Preparing to Sell?

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We get it. You're not getting any younger, and you want to spend more time with your family (or on the golf course, as the case may be). Your last 5 years of practice ownership, however, our vital to it's value. When we help buyers perform a Review of Books and Records (aka Due Diligence) on a practice, we look at the previous 3-5 years' worth of bank statements, payroll, collections, etc. How will your reports look, under the microscope of a well-seasoned, healthcare-focused CPA firm?

The Preparing to Sell Package is a scaled-down, time-restricted version of The ELITE Package, and includes the following:

  • Individual Income Tax Return preparation and filing
  • Business Income Tax Return preparation and filing
  • Annual tax-prep meeting
  • Mid-year tax planning meeting
  • Retirement plan review
  • Advanced tax strategies
  • QuickBooks Online subscription
  • Full-service monthly accounting
  • Custom, full-color reporting
  • LA City Tax preparation and filing
  • Dedicated Staff Accountant
  • Unlimited Phone & Email Consultations
  • Complimentary access to select client events

 

Our fees are transparentThe Preparing to Sell Package is available to single-office, single-owner practices for only $450 per month!

Additional partners are $50 per month. Additional services not listed above will be billed separately. All packaged services are processed automatically each month via ACH through our complimentary AutoPay feature. For all other services, we accept ACH, credit card, check and cash.

The Preparing to Sell Package is offered to current Phillips Accountancy Corporation clients by invitation only. To be considered for an invitation into this high-demand program, please click here for a complimentary phone consultation. Please note that in order to serve our invitees better, we invite no more than two clients into this program each month. Additionally, there is a maximum of 60 months that a client may be enrolled in the Preparing to Sell Package.

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