Newton, Greene & Associates carefully assessed the specific financial needs for small, mid-sized and large companies. While those needs range based upon your size and revenue, NG&A created a customizable financial concierge package that includes year-round services that most financial advisory companies overlook or do not offer.

We want to be more than your tax preparer; we want to be your business partner. We desire to join forces in preparing your company for future growth and success, not just next year’s tax return.

A standard Financial Concierge Package includes the following:

Preliminary Examination
An introductory meeting is held, introducing your personal Newton Greene partner who will conduct an initial assessment of your company’s current financial state. After a thorough examination, your Newton Greene partner will present a financial plan with recommendations.

Personal Account Specialist
You will be assigned a Personal Account Specialist to be your ongoing go-to person. For any further communication and/or concerns that may arise, your Personal Account Specialist will only be a phone call away and readily available to serve you.

Tax Submission
Your Newton Greene partner will calculate and submit your completed business taxes as well as one business owner’s personal taxes.

Personal Consultation
You can receive up to two hours of personal consultation with your Newton Greene partner every month because we want you involved every step of the way. We care about your business and we’re committed to your growth as much as we are to our own.

Mid-Year Assessment
Between May and June, a mid-year meeting will be scheduled with your Newton Greene partner to assess your company’s reaction to the financial changes originally suggested and any new concerns will be examined. If needed, new recommendations and changes to the financial plan will be made. We also calculate your company’s profitability, determine if any finances need to be shifted and examine the yearlong tax implications to make any needed adjustments.

End-of-Year Assessment
Between October and November, an end of the year meeting will be scheduled with your Newton Greene partner to examine your company’s financial health in preparation for the upcoming tax season. Any new tax laws that may affect your company will also be discussed.

Educational Seminars
You will receive an invitation to the industry educational sessions on relevant accounting topics that could affect your company.

Trouble-Free Billing
For your added convenience, we set up monthly automatic credit card billing for your company.

Our Basic Financial Concierge Package for small businesses start at $250/month. Packages can be customized to add additional services or to meet the needs of larger companies.