top of page
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

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

 

STARTING AT $225/MONTH

  • Phone, Email, and Video Call Advisory Support

  • Tax Return Preparation - Federal and State(s) - Form 1120-S

  • K-1 Package Preparation for each shareholder

  • Live meeting to discuss tax return results

  • Tax Deadline Reminders

  • Semi-Annual Tax Planning

  • Discount on individual tax preparation - Form 1040

 

YOUR PERFECT PACKAGE
Add Step 1 + Step 2 for Total Per Month
PRICE

bottom of page