top of page

What We Offer

Our competitive monthly rates and different packages allow owners to choose what will work best for them. With services that allow all companies the opportunity to grow, we tailor every package to maximize the potential for success.

Starter/
Compliance Tier:
 

​​​Services Included:

  • Monthly Bookkeeping

  • Annual Business Tax Return (1 Return)

  • Quarterly Estimated Tax Reminders

  • Monthly Financial Statements

  • Annual Tax Planning Session

​​​

​

Growth/Core
Tier (Most
Popular):

Services Included:​

     All Services Included in the Starter Tier Plus:

  • Financial Reporting and Dashboard with Monthly Meeting

  • Sales Tax Filings (if applicable)

  • Owner Tax Returns

  • Quarterly Financial Review with Advisory Service

​​

​​

Strategic / CFO Tier:

​​Services Included:

     All Services Included in the Growth Tier Plus:

  • Custom Reporting / KPI Dashboards

  • Budgeting and Forecasting

  • Cash Flow Management

  • Strategic Finance Meetings

  • Investor / Lender Reporting Support

  • Cap Table or Fundraising Guidance

​​

​

Add-On Services:

​​Services Included:

  • Payroll Processing

  • Financial Advisory / Long Term Retirement Planning

  • Annual Budget

  • Quarterly Forecasting Updates

  • Dashboard Reports

  • 1099 Filing

  • Entity Setup or Book Clean up Work

  • Catch-up Bookkeeping

  • R&D Tax Credit Analysis and Filing​​

  • M&A Analysis

  • Audit Support or IRS Notice Response

  • Other Ad-Hoc Business Projects

bottom of page