Solutions tailored to your business and goals

• Begins at $500/mo. Goal: clean books and no headaches.

  • Clean, accurate books

  • Tax-ready records (cash basis)

  • Monthly financial statements (balance sheet and P&L)

  • Review video: personalized walkthrough of financials on a quarterly basis

  • Direct email support

Begins at $1,000/mo. Goal: Clean books and a financial expert in your corner.

• Everything in Essentials, plus:

  • Understand exactly where your money is going and what’s driving profit (P&Ls by Department, Class, or Project)

  • Option of cash or accrual basis, depending on your needs/preference

  • Annual 1099 filing

  • Business owner tax package (Form 1040)

  • Priority direct email support

  • Quarterly meeting to review your financials, discuss growth opportunities, and discuss any questions you may have

Begins at $1,800/month. Goal: Keeping more of what you earn.

• Everything in Growth, plus:

  • Ongoing tax strategy to legally minimize what you pay

  • No surprises at tax time

  • Monthly sales tax return filing, if applicable

  • Payroll year-end reporting oversight

  • Includes business tax return

Begins at $3,000/mo. Goal: understanding your business and creating an easy-to-follow roadmap for your goals.

• Everything in Tax Strategy, plus:

  • Development of annual budget; collaborating with you and/or your management team

  • Cash flow forecasting

  • Budget vs. actual reporting

  • Monthly virtual meeting to review your financials, discuss growth opportunities, make plans for challenges, and discuss any questions you may have

  • Short-term and long-term capital expenditure plan to ensure business is keeping pace with replacement needs

  • Ongoing guidance to make confident decisions on hiring, pricing, and growth