Financial Services Packages

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

  • Personal Tax Return
  • Tax Planning
  • Accounts Payable
  • Customized Chart of Accounts
  • Multi-State Tax Compliance
  • Quickbooks Discount Plans
  • Prior Period Catchup Bookkeeping
  • Quickbooks Desktop to Cloud Conversion
  • DIY Bookkeeping Annual Tax Adjustments
  • Quarterly Business Analysis Report
  • Quarterly Board Meeting
  • Monthly Board Meetings
  • Officer Payroll
  • Payroll Processing
  • Financial Projections

*Ask us about adding on other additional services to your monthly package.