Services
Strategic Accounting Packages
For Your Growing Business
Your Success is Our Priority
BASIC
Starts at
$500/month
MONTHLY CLOSE BY THE 25TH
For the soloprenuer who wants to understand their
numbers & ensure compliance.
Monthly Accounting + Communication
Business Tax Return
Year-End Tax Projection
Most Popular
CORE
Starts at
$750/month
MONTHLY CLOSE BY THE 25TH
For the small business owner who wants strategic assistance on achieving their growth goals.
Everything from BASIC, plus:
Annual Tax Planning
Year-end Tax Strategy Session
Assigned Client Manager
Unlimited Phone and Email Support
STRATEGIC
Starts at
$1750/month
MONTHLY CLOSE BY THE 25TH
For the successful CEO who wants to increase profits, reduce tax liabilities, and continue scaling growth.
Everything from CORE, plus:
Quarterly Growth Sessions
Customized Financial Reporting
Business Goal Planning
Goal Tracking + Accountability
Each package will have a one-time business, tax initial strategy & onboarding investment. This is a minimum investment of $1,599 and varies based on business complexity and relationship.
Available Add On’s
Here to grow as you do
Individual Tax Planning
Strategic tax planning and preparation of your individual federal tax return. Investment begins at $200/m.
Payroll Processing
Streamline your payroll process. We will make process payroll, make tax payments, and handle filings.
Strategic Planning
Gain clarity on your business goals & actionable steps to achieve them, setting the stage for sustainable growth.
Shift From Stress to Success
Struggling to set (and achieve) your goals?
Download our Monthly Financial Checklist for Growing a Strong Business:
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.
Advisory
Strategic insights to elevate your business. We help create smart, scalable growth as your strategic partner, guiding you from where you are now to where you want to be.
Spend less time managing your finances and more time growing your business.
You could be losing money and missing out on growth opportunities. We’ll help you change that.