Service menu
Know what to offer first: incorporation, bookkeeping, payroll, business returns, and quarterly estimates.
Free PDF for tax pros
Get more small business clients
Get the Small Business Client Starter Kit: pricing benchmarks, diagnostic questions, scripts, onboarding checklists, and a service stack for offering incorporation, bookkeeping, payroll, and business tax support.
Get the free kit
Send the PDF to your inbox. No spam.
$6,800
example annual value of one small business client
6
business clients can replace 200 basic W-2 returns
5 days
setup roadmap for a new business client foundation
- Best for tax pros who want monthly revenue from bookkeeping and payroll.
- Useful if you already have business owners in your personal tax client list.
- Includes prompts, pricing ranges, scripts, and onboarding checklists.
The business case in one page.
The kit starts by showing why year-round business clients create more leverage than a high-volume season of basic W-2 returns.
$200
One basic W-2 client is usually a single seasonal transaction.
$6,800
One small business client can include bookkeeping, payroll, business returns,
personal returns, and year-round support.
6
Six business clients can replace roughly 200 basic W-2 returns.
Use the kit to get more small business clients.
Get the Free Starter Kit
What you get
01
02
03
04
A shortcut for building your small business service stack.
The kit is designed for tax pros who already know taxes, but need a simple framework for business clients, recurring services, and confident first conversations.
Pricing benchmarks
See starting ranges for formations, assessments, monthly retainers, payroll, and business returns.
Conversation playbook
Use practical prompts for first calls with brand new clients and existing business clients.
Client onboarding flow
Collect the right documents, set expectations, and start every onboarding with one clear process.
Pricing preview
$300-$600
LLC formation
$200-$350/mo
Bookkeeping under 50 transactions
$800-$2.5k
1120-S / 1065 return
Know what to charge before your next business-client quote.
Get practical benchmark ranges you can use to stop underpricing setup work, monthly retainers, payroll, and business returns.
One-time setup range for getting the client structured correctly.
A starter monthly retainer range for small, clean business clients.
Annual business return range so the revenue model is easier to explain.
Client call tool
1
Are you incorporated yet?
2
Do you have bookkeeping set up?
3
Do you have employees or pay yourself?
Three questions that turn a messy first call into a service path.
The kit gives tax pros a practical diagnostic flow so they know whether the client needs a new setup, an existing-business assessment, payroll, or cleanup first.
Route brand-new businesses into the setup track.
Find the foundation gap before quoting monthly work.
Surface payroll, S-Corp salary, and compliance needs early.
Want the full client-call flow, pricing ranges, and onboarding checklist in one place?
Send Me the Free Kit
Execution paths
Track A: New Setup
Track B: Existing Business
Two tracks for the two business-client situations tax pros actually see.
This is not a generic PDF. It helps you handle both the new business owner and the client who already has messy books.
For the client who is starting from scratch and needs the foundation built correctly.
- Incorporate and get the EIN
- Open the books and connect accounts
- Set up payroll if needed
- Run the setup call and tax calendar review
For the client who already operates, but needs review, cleanup, and a monthly rhythm.
- Review prior returns against the books
- Find unreconciled accounts and mixed expenses
- Check payroll filings and S-Corp owner salary
- Present cleanup fee plus ongoing retainer
Inside the PDF
Preview the pages you will get inside the kit.
These are real previews from the finished kit: the revenue model, the S-Corp decision guide, and the assessment-to-monthly-retainer workflow.
Revenue Model Snapshot
Shows why business clients create more leverage than seasonal W-2 volume.
S-Corp Decision Guide
Helps tax pros spot when entity structure and payroll become advisory work.
Monthly Rhythm Map
Turns a one-time assessment into cleanup, retainer, and recurring process.
The next step
The kit shows you the service model. Conecta gives you the system to run it.
You can know what to offer, what to charge, and what questions to ask. But if everything lives in notebooks, texts, spreadsheets, and memory, the business client model breaks fast.
Small business clients need year-round follow-up, document collection, reminders, appointments, e-signatures, and clean communication. That is why Conecta exists.
- Track business clients
- Collect documents
- Send follow-ups
- Manage appointments
- Request signatures
- Keep every client organized
Questions
Before you download.
Is it really free?
Yes. It is a free PDF resource for tax pros who want to serve more business clients.
Who is this for?
Tax preparers and tax office owners who want to add year-round business services.
How long is it?
It is a practical kit you can skim quickly and return to when talking with clients.
Get the starter kit sent to your inbox.
Use it to map your first small-business offer and start better client conversations.
Send Me the Free Kit