Transparent pricing. No surprises.
Plans built for every stage of growth.
Bookkeeping Services
Service Packages
Choose the level of support that best fits your business today, with the flexibility to grow as your needs evolve.
All plans include a dedicated bookkeeper, monthly financial statements, and tax-ready books year-round.
ESSENTIAL BOOKKEEPING
Starting At: $600/Month
Designed for businesses that need accurate financial records, reliable reporting, and peace of mind knowing their books are in good hands.
- Monthly bookkeeping and transaction categorization
- Bank and credit card reconciliations
- Month-end close process
- Monthly financial statements
- QuickBooks Online management and support
- Email support and basic accounting assistance
Ideal For: Small businesses with straightforward accounting needs, service-based businesses, and owners seeking clean, accurate financial records.
GROWTH ACCOUNTING
Most Popular
Starting At: $1,000/Month
For growing businesses that need more than bookkeeping and are looking for ongoing financial management and operational support.
- Accounts payable management
- Accounts receivable management
- Payroll coordination and oversight
- Sales tax filing support
- Budgeting assistance
- KPI and management reporting
- Monthly financial review meetings
- Process improvement recommendations
Ideal For: Growing businesses, businesses with employees, and owners seeking greater visibility into performance.
CFO ADVISORY SERVICES
Starting At: $1,500/Month
Transparent Pricing. Flexible Solutions. Whether you need bookkeeping, accounting, payroll, tax preparation, or strategic advisory support, we offer scalable solutions designed to meet your needs and grow with your business. Schedule a Consultation. Contact Us.
- Cash flow forecasting
- Financial performance analysis
- Strategic planning sessions
- Profitability analysis
- Growth and expansion planning
- Tax planning coordination
- Quarterly executive advisory meetings
- Ongoing financial consulting and decision support
Ideal For: Established businesses, multi-owner businesses, and companies preparing for growth, acquisitions, or expansion.
Tax Services
Tax Preparation Services
Individual Tax Returns
Starting At: $300
Preparation and filing of individual income tax returns.
Business Tax Returns
Starting At: $750
Preparation and filing of business tax returns, including partnerships, corporations, and S corporations.
Tax Planning & Consulting
Custom Pricing
Year-round planning designed to help individuals and businesses make informed tax decisions and identify opportunities.
additional
Additional Accounting Services
We also offer a range of project-based and specialized services to support your business.
Business Entity Formation Assistance
Catch-Up Bookkeeping
IRS & State Notice Assistance
Pricing Available Upon Request
QuickBooks Online Setup & Training
Sales Tax Filings
Tax Planning Services
QuickBooks Cleanup Projects
1099 Preparation
Financial Consulting