No more headaches.
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Monthly service packages tailored to your goals.
Don’t see what you need? We’d love to hear how we can help you with your unique accounting goals.
- Essentials (cash basis to simplify tax filing), beginning at $500/mo. Goal: clean books and no headaches.
- Clean, accurate books
- Tax-ready records
- Monthly financial statements (balance sheet and P&L)
- Review video: personalized walkthrough of financials on a quarterly basis
- Direct email support
- Growth, beginning 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
- Everything in Essentials, plus:
- Tax Strategy, beginning 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
- Everything in Growth, plus:
- CFO Advisory, beginning 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
- Everything in Tax Strategy, plus: