Solutions
Accounting
You deserve to make empowered business decisions.
Access powerful monthly financial reports designed to enable you to make better business decisions and reach your goals faster.
Tax Planning
Take the guesswork and uncertainty out of your taxes.
We create a customized tax plan for your business which enables us to keep more of your hard-earned money in your pocket.
Payroll
Less time processing payroll means more time focusing on your business.
As your provider we ensure compliance, seamless cashflow, and stress-free paydays.
Fractional CFO
Executive level expertise at a fraction of the cost.
We help create smart, scalable growth as your strategic partner to help you move from where you are now to where you want to be.
Strategic Accounting Packages
For Your Growing Business
Your Success is Our Priority
CORE
starting at
$500
per month
Monthly Accounting
Initial Strategy Session
Business Tax Return
Year-End Tax Planning Meeting
Assigned Client Manager
Support via Phone, Email and Meetings
Optional: Payroll Services
Best choice
OPERATIONAL
starting at
$1,000
per month
Everything from CORE, plus Quarterly Advisory Services:
Custom Management Reporting
Financial Goal Tracking
CFO Level Support
Annual Budget Development
Optional: Payroll Services
STRATEGIC
starting at
$2,000
per month
Everything from OPERATIONAL, plus Monthly Advisory Services:
Cash Flow Analysis
Financial & Activity Based Goal Tracking
Forecasting
Annual Strategic Financial Session
Optional: Payroll Services
Each package will have a one-time initial strategy & onboarding fee
Fractional CFO Services
Strategic Reporting and Financial Leadership for Business Owners
In order to grow your business, you need to implement strategies that focus on increasing your customer base, improving your products or services, and expanding your market reach!
How do we power this growth?
Strategic Planning & Budget Development
Industry Benchmarking
Cash Flow Planning & Analysis
Business Coaching
Start making empowered business decisions for long-term profitability and sustained success. Receive your custom quote today.
