We’ve helped hundreds of entrepreneur clients across the country breathe easier about their finances, reduce their tax bill, and achieve their business goals
The Basics
$500 per Month
Weekly Transaction Recording
Monthly Bank and Credit Card Reconciliation
Monthly Financial Statements; Profit & Loss, Balance Sheet, and Statement of Cash Flows
Email and Phone Support
*QuickBooks subscription not included
The Gold Standard
$750 per Month
The Basics Package +
Quarterly Planning and Strategy Session
State and Local Tax Filings; Sales Tax and Business Tax
Weekly Reporting
The CFO
$1200 per Month
The Gold Standard +
Accounts Payable Management
Accounts Receivable Management
Payroll Processing and Tax Filings
Customized Reporting
Tax Preparation Services
Individual Federal Tax Preparation - $350 - $750
Business Federal Tax Preparation - $1450
Business State Tax Filing - $150 per state