Custom Packages Are Available. Below are curated packages with you in mind, coupled with value and synergy.

Seedling Package

Starting at $395
  • This package is ideal for the business that's just starting out and that has few transactions per month. In this stage, owners really need to know where their money is coming and going.
  • Monthly Bookkeeping management, up to 50 transactions
  • Monthly Bank reconciliation
  • Monthly financial statements
  • Unlimited Email Support
  • Encrypted Document Portal
  • Sales Tax Management
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Growth Strategy Package

Starting at $595
  • This package is for the growing business that needs to start accounting for categories of revenues and expenses. Growing businesses need to weigh this information often.
  • Monthly Bookkeeping management, up to 125 transactions
  • Monthly Bank reconciliation
  • Monthly Financial Statements
  • Unlimited email support
  • Encrypted Document Portal
  • Sales Tax Management
Get Started

Tax Strategy Package

Starting at $695
  • This package is ideal for the company in the growth stage. The focus is on strategic planning for the future.
  • One-Hour Monthly Strategy Sessions
  • Unlimited Email Support
  • Monthly Bank Reconciliations
  • Monthly Financial Statements
  • Encrypted Client Portal w/ Unlimited Storage
  • Bookkeeping Management
  • Sales Tax Management
Get Started

Tax Plus Strategy Package

Starting at $895
  • This package is ideal for growth minded, savvy entrepreneurs. It's focus is on strategic planning for the future and tax compliance.
  • One-Hour Monthly Strategy Sessions
  • Unlimited Phone & Email Support
  • Monthly Bank Reconciliations
  • Monthly Financial Statements
  • Encrypted Client Portal w/ Unlimited Storage
  • Bookkeeping Management
  • Sales Tax Management
  • Federal Tax Returns
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Controllership Package

Starting at $1599
  • This package is ideal for the medium size business looking to outsource the accounting function with a bend towards strategic planning for the future.
  • One-Hour Monthly Strategy Sessions
  • Unlimited Phone & Email Support
  • Monthly Bank Reconciliations
  • Monthly Financial Statements
  • Encrypted Client Portal w/ Unlimited Storage
  • Bookkeeping Management
  • Outsourced Payroll Management
  • Sales Tax Management
  • Federal Tax Returns
  • Four Hours Research and Data Analysis Services:
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CFO Advisory Package

Starting at $2295
  • This package is ideal for the mid-size company looking to outsource the CFO function. This is for the company that wants an advisor on their side to collaborate and partner for the future.
  • Monthly Strategy Sessions (preparation/collaboration)
  • Budgeting & Financial Planning
  • Unlimited Phone & Email Support
  • Monthly Bank Reconciliations
  • Monthly Financial Statements
  • Encrypted Client Portal w/ Unlimited Storage
  • Bookkeeping Management
  • Outsourced Payroll Management
  • Sales Tax Management
  • Federal Tax Returns
  • Ten Hours Research and Data Analysis Services:
Get Started