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.
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.
Shift From Stress to Success
Struggling to set (and achieve) your goals?
Our DIY Strategic Plan will empower you to leverage your numbers and make well-informed decisions to grow your business.
Strategic Accounting Packages
For Your Growing Business
Your Success is Our Priority
CORE
starting at $750/mo
Improve Operations
For the soloprenuer who wants to understand their
numbers & ensure compliance.
Monthly Accounting
Initial Strategy Session
Business Tax Return
Year-End Tax Planning Meeting
Assigned Client Manager
Support via Phone, Email and Meetings
Most Popular
OPERATIONAL
starting at $1,300/mo
Empower Growth
For the small business owner who wants strategic assistance on achieving their growth goals.
Everything from CORE, plus Quarterly Advisory Services:
Custom Management Reporting
Financial Goal Tracking
High Level Support
Annual Budget Development
STRATEGIC
starting at $2,200/mo
Scale Successfully
For the successful CEO who wants to increase profits, reduce tax liabilities, and continue scaling growth.
Everything from OPERATIONAL, plus Monthly Advisory Services:
Cash Flow Analysis
Financial & Activity Based Goal Tracking
Forecasting
Annual Strategic Financial Session
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.
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.