View Service Packages
1
Foundations Plan
For startups and small businesses building financial basics
Your core accounting covered—accurate, reliable, and tax-ready.
Includes:
-
Weekly or monthly bookkeeping (up to 10 hours/week)
-
Financial statements (P&L, Balance Sheet, Cash Flow)
-
Basic cash flow tracking
-
Payroll oversight (not processing)
-
Quarterly financial reviews with recommendations
-
CPA-ready reports
Best For: Service businesses under $2M in revenue.
2
Growth Plan
For growing teams that need stronger financial systems and insights
Stay compliant, scale smarter, and delegate with confidence.
Includes everything in Foundations, plus:
-
Catch-up and cleanup of prior-year books
-
Access to in-house CPA
-
System integrations (e.g., payroll, invoicing, CRM)
-
Payroll allocation by project or department
-
Monthly transaction entry
-
Full reconciliations (bank + credit cards)
-
Month-end close process
-
Sales tax tracking and reporting
-
Custom KPI dashboards
-
AR and AP tracking
Best For: Teams scaling past $2M+ and hiring employees
3
Executive Plan
For established businesses ready for strategic financial leadership
Get consistent reports, payroll management, and weekly visibility.
Includes everything in Growth, plus:
-
Payroll processing
-
Weekly reporting
-
Executive-level management reports
Best For: Companies needing hands-off accounting and deeper performance insights
4
Strategic CFO Plan
For businesses that need full-service finance and proactive guidance
From daily operations to long-term planning—you’re fully supported.
Includes everything in Executive, plus:
-
Inventory reconciliation
-
Collections management
-
Cash flow forecasting
-
Audit support and prep
Best For: High-growth companies, investor-backed businesses, or those preparing for audits, expansion, or exit
20+ Years of Expertise
Trusted experience in accounting and financial management.
Tailored Solutions
"A great testimonial can boost your brand’s image. Click to edit and add your own."
Tech-Savvy Team
Proficient in QuickBooks Online, Sage Intacct, Tallie, and Zoho.
Reliable Support
Dedicated team with a 24-hour response time.
Get Started Today
Ready to streamline your finances with expert accounting and financial services? Contact us now to learn more about our plans and discover how we can help you achieve your business goals.
Explore our full range of services
Bookkeeping and Accounting Services
1
-
Maintain accurate and organized financial records.
-
Reconciled accounts, tracked expenses, and prepared detailed financial statements.
-
Ensure compliance with financial regulations and industry standards.
3
Fractional CFO Services
5
Internal Controls and Risk Management
-
Assess and implement effective internal control systems.
-
Prevent fraud and reduce financial risks.
-
Enhance operational efficiency and accountability.
7
Tax Preparation Services
-
Prepare and file personal and corporate tax returns with ease.
-
Maximize deductions while ensuring compliance with tax laws.
-
Year-round tax planning and advisory services.
2
Payroll and Payroll Tax Management
-
Streamline payroll processing for your employees.
-
Handle payroll tax calculations, filings, and compliance effortlessly.
-
Simplify employee compensation and tax reporting.
4
Audit Support for Nonprofits
-
Prepare your nonprofit organization for seamless financial audits.
-
Organize and review documentation for compliance with audit standards.
-
Provide ongoing support throughout the audit process.
6
Budgeting, Cash Flow, and Financial Forecasting
-
Develop customized budgets aligned with your business objectives.
-
Monitor cash flow to maintain financial stability.
-
Create accurate financial forecasts to guide informed decisions.
8
Sales Tax Preparation
-
Accurately calculate and file sales tax returns.
-
Stay compliant with local and state sales tax regulations.
-
Avoid penalties with simplified sales tax management.