Services

Established Business Pack 

Starting $2,500/month

For more advanced enterprises, there are staffing alternatives and outsourced services.  

Appropriate for: 

Increasing Complexity  

Transactions at a Higher Level  

Alternatives for Staff  

What's in it for you:  

Monthly CFO Meetings 

Planning for Tax Savings  

Cashflow Forecasting

Accounting Services  

Payroll Assistance 

Simple Guidance & Coaching

Small Business Pack

Starting $1,300/month

With additional check-ins, reports, and KPIs, you'll get CFO assistance.

Appropriate for:  

Mid Level Complexities 

Mid Level Tax Planning 

More Accounts & Transactions

Employees: 3-15 

What's in it for you:  

Quarterly CFO Meetings  

Custom Quarterly Tax Estimates   

Cashflow Forecasting

Accounting Services   

Payroll Assistance  

Simple Guidance & Coaching

Entrepreneur Starter Pack 

Starting $575/month

Pricing is tailored to the needs of startups and small businesses. 

Appropriate for:

Low-complexity situations  

Simple Tax Preparation 

Employees: 1-3  

What's in it for you:  

Accounting Services  

Custom Chart of Accounts  

Payroll Assistance   

Simple Guidance & Coaching

What is Included in all our packages:   

• We'll clean up your books, create a perfect chart of accounts, and make sure everything is in order.   
• Every month, we'll deliver outstanding bookkeeping, keeping you up to date and executing it perfectly.   
• We'll set you up with the best payroll software and either manage it for you or train your employees to do it themselves.   
• We'll send you information and management dashboards on a monthly or quarterly basis. 
• We'll close your books and provide comprehensive year-end reporting.  
• Unlimited Email Access. 
• Complimentary Notary Services.

If you’re looking for someone to keep your financials organized year-round and manage your payroll seamlessly, reach out to us for a free consultation. We’re here to help you stay on top of your finances and avoid any year-end surprises.