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


Sample Packages

Tax Consultant.jpg

Starting at $249/Mo

Quarterly tax planning meeting

Individual tax return

Business tax return

Financial Analyst.jpg

Starting at $399/Mo

Monthly financial strategy meeting

Monthly budgeting & cash flow planning

Bi-weekly profit first meetings

Financial Strategist.jpg

Starting at $549/Mo

Monthly financial strategy meeting

Monthly budgeting & cash flow planning

Profit first implementation

Quarterly tax planning meeting

Individual tax return

Business tax return

Controller.jpg

Starting at $949/Mo

Monthly financial strategy meeting

Monthly budgeting & cash flow planning

Profit first implementation

Quarterly tax planning meeting

Individual tax return

Business tax return

Account reconciliation

Payroll

Monthly financial reports


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