Solutions tailored to your business and goals

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Monthly Packages & Pricing

Don’t see what you need? Need a one-time service? We’d love to hear how we can help you with your unique accounting 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

A wooden desk with a ledger book, pen, receipts, and a wooden tray holding cash and coins, in a room with a window, potted plant, and bookshelf.

Complete the form with information regarding your challenges, timelines, and desired outcomes. This helps us best serve you! We will respond to your inquiry within one business day.