FOR BUSINESSES

Proactive Solutions For
Small Business Owners

Financial Clarity. Streamlined Processes. Intentional Growth. Are you ready for that level of support?

Our services are for you if...

You own a business with employees/contractors.
Your business is ready to delegate accounting and tax functions, and can comfortably afford to invest in an ongoing partnership.
You're open to using QuickBooks Online to implement modern and efficient accounting solutions.

Choose Your Main Service Tier

To get started with building your ideal service package, simply choose your main service tier based on your business' current needs.

TIER 1

New Business Recordkeeping

STARTING AT $650/MONTH

QuickBooks online setup (new QBO accounts) & basic training
Monthly bookkeeping
Bank/credit card reconciliations
Monthly reporting
Monthly financial explainer videos covering your business' financial performance
Annual adjusting entries
Sales tax setup in QB, if applicable
Year-End tax reporting package
Email support

TIER 2

Outsourced Controller

STARTING AT $1,000/MONTH

Everything in Tier 1, plus:
Quarterly financial reporting call
You Pick Two:
A/P Management (Manage vendor & W9 collection process, and pay bills)
A/R Management (Monitor receivables, mitigate bad debt expense, and issue invoices to clients)
Receipt management within QBO
Cash flow projections

TIER 3

Fractional

CFO

CONTACT FOR PRICING

Everything in Tier 2, plus:
Monthly financial advisory & KPI call
Annual budgeting
Real-time financial information
Email account on client’s server
Unlimited client calls
1099-NEC/MISC filings (nominal filing fee)
Payroll processing and employee onboarding
Annual Reasonable Comp analysis for S-Corps

**If you are looking for prior year bookkeeping it is $6,050 total. Half paid up front and other half paid when finished.

Choose Your Tax Package

Congratulations on selecting your main service tier! To make your service package even more personalized, we'll now customize it based on your business's entity type. By doing so, we can ensure that you receive the specific tax services you need and maximize your tax savings.

Sole Proprietor or
Single-Member LLC

STARTING AT $150/MONTH

Phone, Email, and Video Call Advisory Support
Annual Tax Return Preparation - Federal and State(s) - Form 1040
Custom Quarterly Estimated Tax Calculation Recommendations
Live meeting to discuss tax return results
Tax Deadline Reminders
Semi-Annual Tax Planning

Partnership or
Multi-Member LLC

STARTING AT $225/MONTH

Phone, Email, and Video Call Advisory Support
Tax Return Preparation - Federal and State(s) - Form 1065
K-1 Package Preparation for each partner
Live meeting to discuss tax return results
Tax Deadline Reminders
Semi-Annual Tax Planning
Discount on individual tax preparation - Form 1040

S-Corp