** All packages/pricing will be customized to fit your specific business needs **


Sample Packages

Tax Consultant.jpg

Quarterly tax planning meeting

Individual tax return

Business tax return

Financial Analyst.jpg

Monthly financial statement review

Monthly financial strategy meeting

Monthly budgeting & cash flow planning

Bi-weekly profit first meetings

Financial Strategist.jpg

Monthly financial statement review

Monthly financial strategy meeting

Monthly budgeting & cash flow planning

Profit first implementation

Quarterly tax planning meeting

Individual tax return

Business tax return

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Monthly bookkeeping/ financial reports

Payroll

Monthly financial strategy meeting

Monthly budgeting & cash flow planning

Profit first implementation

Quarterly tax planning meeting

Individual tax return

Business tax return


A La Carte Options

  • BUSINESS/FINANCIAL CONSULTING

  • BOOKKEEPING SET-UP & TRAINING

  • BOOKKEEPING CLEAN-UP

  • MONTHLY BOOKKEEPING / ACCOUNTING

  • Profit First implementation

  • Payroll

  • Workflow Automation

  • TAX PREPARATION

  • TAX PLANNING

  • BENEFITS PLANNING

  • OTHER SERVICES