BOOKKEEPING & ACCOUNTING & TAX
SERVICES
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We help you gain the confidence to make informed business decisions. Gain access to powerful monthly financial reports that help you make smarter choices and achieve your goals faster.
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We ensure that your team gets paid on time, every time. As your trusted partner, we guarantee compliance, smooth cash flow, and hassle-free paydays.
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Remove the uncertainty from your taxes with a customized tax plan tailored to your business, ensuring you keep more of your hard-earned money.
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Enhance your business's performance with customized advice on financial strategies, operations, and growth planning.
SERVICE PACKAGE OPTIONS
Each package includes a one-time business and tax strategy onboarding investment, starting at $1,500, with costs varying based on business complexity and partnership scope.
CORE
ACCOUNTING & TAX BUNDLE
For solopreneurs seeking clarity and compliance, we organize your finances and help you save on taxes.
Monthly Accounting
Reconciliation
Bank Accounts
Credit Cards
Loans
Due Date Monitoring
Business Tax Preparation
Semi-Annual Tax Planning & Projection Meeting
Ongoing Support & Timely Communication
Starting at
$750/month
MOST POPULAR
GROWTH
ADvisory bundle
For small business owners seeking strategic support to reach their growth goals.
Package includes everything in the Core Package, plus the following:
13-Week Cash Flow Projections
Custom Management Reporting
Budget Development
Quarterly Advisory Meetings
Starting at
$1,200/month
COMPLETE
CFO Package
Boost profits with a fractional CFO managing your finances and overall strategy.
Package includes everything in the Growth Package, plus the following:
Industry Benchmarks & KPIs
Financial & Activity Based Goal Tracking
Job Costing
Monthly Advisory Meetings
Starting at
$2,200/month
Payroll Processing
Sales Tax
ADD ON SERVICES
Personal Tax Return
Annual 1099s for Contractors
THE PROCESS
New Client Application
Start the conversation by filling out our online form to give us information about your business and the services you’re looking for.
Discovery
We’ll set up a discovery call to understand your needs, challenges, and goals, then create a customized plan designed for your business’s success.
Onboarding
We begin our partnership with a strategic planning session, establishing a strong foundation for collaboration and setting clear goals for your business’s success.