Concierge accounting
Our superpower
is understanding yours.
Lange Accounting is more than just an accounting firm. We serve our clients as a financial concierge, understanding you and your business at a depth that gives us the ability to anticipate your needs and opportunities and proactively respond with high-touch service and an exceptional client experience.
We work collaboratively with you through our advanced, secure web platform that gives you real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee, giving you budgetary stability and predictability. No billing surprises.
Here’s how we serve and support you:
Outsourced Accounting
Bookkeeping — General ledger, transaction classification, expense tracking, invoicing and payments
Tax — Avoid surprises and worries with our tax-saving suggestions and strategies. Planning, preparation and electronic filing for individuals and businesses
Payroll — Processing, direct deposits, compliance filings, payroll tax payments, new hire setups, and integrations with your time tracking and accounting systems
Notice Peace of Mind — Expert response and handling of federal and state notices and correspondence, up to appeals and litigation
Business Foundation Services
Achieve your dream! We help you envision the business you want from inception to sale.
Entity Analysis and Selection — Strategic insight for startups and growth restructuring, handling of all required state and federal business filings
Accounting System Setup — Expert configuration of systems and technology ecosystems to support integration with business systems, automation and streamlined workflow
Retirement Plan Analysis — Research and vetting of retirement plan selections for you and your employees
Business Management Services
Rest assured, we’re here to walk you through the issues keeping you up at night. As a trusted partner, we understand the challenges of owning a business and we’ve taken every step alongside hundreds of business owners to offer encouragement and advice for their business and personal finances. Our proactive approach will provide a strategic plan to consistently meet important goals.
Virtual CFO — Trustworthy and seasoned level expertise accompanies our services. From revenue and expense analysis, budgeting, benchmarking and key performance indicator analysis to tax planning and projections, our 20+ years of business ownership experience will support you with the guidance needed for long-term success.
Cash Management — Cash flow analysis, forecasting and operational improvements
Our bundled services offer the solutions your business needs.
We’ll work closely with you over a four-to-six week period to onboard you as our client into one of our three tiers of service. A one-time setup fee is required for each tier.
Essential
Annual
Includes:
Bookkeeping/Account Reconciliation
✓ Record and reconcile bank accounts
✓ Record and reconcile credit card accounts
Financial Statements – provided quarterly
Tax Planning/Advisory Services
✓ One (1) meeting, annually
✓ CFO strategy from our experienced team
Payroll
✓ All payroll forms processing
✓ Payment processing
✓ W-2/W-3 Forms
✓ Employee access to paystubs
Tax
✓ Individual
✓ Business
Reply 4-5 business days
Growth
Quarterly
Includes Essential plus:
Financial Statements – provided monthly
Tax Planning/Advisory Services
✓ Two (2) meetings, annually (mid-year and year-end)
Payroll
✓ 1099 preparation – up to 10
Notice Peace of Mind
KPI – Dashboard Indicators
✓ Financial analysis and budgeting for business insight
Quick Question – Zoom meeting during office hours
Reply 3 business days
Strategic
Monthly
Includes Growth plus:
Tax Planning/Advisory Services
✓ Four (4) meetings, annually
✓ Quarterly tax planning and projections
Payroll
✓ 1099 preparation – up to 25
Impromptu Meeting
✓ Three (3) per year available
Reply in 2 business days
We sweat the details,
so you don’t have to.
We’re more than just an accounting firm; we’re a financial concierge who knows and anticipates your needs and opportunities. Let us work for you, so you can spend your time doing what you love.