OUR BUSINESS PACKAGES
We help you choose the right package.
The SOLO Package
Your Own Dedicated Accountant
The Solo Package is ideal for solo-based proprietors, single-member LLCs, and PLLCs that want reliable accounting and tax support. We set up your accounting system and handle your monthly bookkeeping, financial statements, tax preparation, and year-round support, so you get accurate records, a clear view of your profit, and more time to run your business.
Not available for partnerships or corporations.
Pricing is based on your business needs.
Bookkeeping Package
Your Own Dedicated Bookkeeper
The Bookkeeping Package is designed for business owners who want their books handled by professionals each month. It includes monthly transaction categorization, bank and credit card reconciliations, monthly profit-and-loss statements and balance sheets, and year-end preparation to help you keep your records accurate, tax-ready, and organized so you can focus on running your business.
Monthly investment starting at $500+
Resolution Package
Your Own Dedicated Enrolled Agent
We offer flat-fee pricing for bookkeeping, tax preparation compliance, and IRS and state representation/resolution services. Monthly payment packages are also available for all three.
Pricing is based on your tax needs.
Book a 15-minute phone consultation for your personalized quote.
CFO and Controller Package
Your Own Dedicated Profit Advisor
This package gives your business both a CFO Advisor and a Fractional Controller working together on your team. Your Fractional Controller delivers everything in our Controller Package, including proactive, year-round support, accurate books, and cash flow management. Plus, your CFO Advisor provides strategic guidance focused on growing your profit, from profit planning and funding to pricing and growth. Together, we give you the financial leadership you need to make confident decisions and keep more of what you earn.
Book your financial diagnostic review here to get started.
All Inclusive CARE Package
Your Own Dedicated Team of Experts
The All-Inclusive CARE Package is built for growing businesses that want year-round access to personalized support and a dedicated team. It combines comprehensive accounting, year-round tax advisory, twice-yearly planning meetings, and audit assistance so your records stay accurate and compliant, and you always know where you stand. With proactive strategy and dependable support year-round, you're free to focus on what you do best: growing your business with confidence.
Pricing is based on your business needs.
Tax Advisory Package
Your Own Dedicated Tax Advisor
The Tax Advisory Package is designed for small businesses that already have a bookkeeper and/or tax preparer and want to add a knowledgeable tax advisor to their financial team. We provide tax preparation along with proactive, year-round tax advisory services, working collaboratively with your existing professionals to align tax strategy with financial goals, identify tax-saving opportunities, and support informed financial decisions.
Pricing is based on your tax savings needs.
Book a Virtual Bookkeeping & Tax consultation.
All packages include a prior-year tax return review,
a year-end office hour, and an IRS notice review.