We offer customized accounting and bookkeeping solutions tailored to suit your business needs. Our packages are designed with flexibility in mind. Whether you need support for small-scale bookkeeping or more comprehensive accounting services, we’ll ensure you have the right package for your business.
Starter
- Dedicated CPA
- Unlimited Financial Advice
- Reconciliation of Checking, Credit Card or Payment Processing Account
- Up to 2 Reconciling Accounts
- Monthly Financial Statements; Profit & Loss Statement and Balance Sheet
- Financial Analysis
- Monthly 1 on 1 Financial Review Meeting*
- Secured Personal Portal
- Estimated Quarterly Tax
Growth
- Dedicated CPA
- Unlimited Financial Advice
- Reconciliation of Checking, Credit Card or Payment Processing Account
- Up to 4 Reconciling Accounts
- Monthly Financial Statements; Profit & Loss Statement and Balance Sheet
- Financial Analysis
- Monthly 1 on 1 Financial Review Meeting*
- Secured Personal Portal
- Estimated Quarterly Tax
- Personal tax preparation Form 1040 with Sch A, C, D or E
Enterprise
- Dedicated CPA
- Unlimited Financial Advice
- Reconciliation of Checking, Credit Card or Payment Processing Account
- Up to 5 Reconciling Accounts
- Monthly Financial Statements; Profit & Loss Statement and Balance Sheet
- Financial Analysis
- Monthly 1 on 1 Financial Review Meeting*
- Secured Personal Portal
- Estimated Quarterly Tax
- Personal tax preparation Form 1040 with Sch A, C, D or E
- Business tax preparation Forms 1065, 1120 or 1120-S
FRACTIONAL CFO SERVICES
Most small and medium-sized businesses could greatly benefit from the expertise of an experienced CFO, but the cost of hiring one full-time often exceeds their budget. That’s where outsourcing CFO services becomes a smart, cost-effective solution. We offer part-time CFO services to provide your business with the financial leadership and strategic guidance you need—without the high overhead of a full-time salary and benefits.
CFO offering includes all the services of our Enterprise package, plus budgeting, cash flow management, strategic financial planning and tax planning implementation. We provide the added benefit of ongoing financial oversight for your business. You’ll receive expert guidance, weekly updates, and open communication to keep you informed and confident in your financial operations. This tailored solution provides both strategic financial leadership and day-to-day management to support your business’s growth and success. Pricing starts at $2,500 per month.
Note: Pricing does not include a QuickBooks Online subscription.
Additional Services and Pricing
- Accounts Payable Management – $50 and up
- Accounts Receivable Management – $50 and up
- Entity Conversion $350 and up
- Payroll Set-up $350 and up
- Full-Service Payroll $85 and up
- QuickBooks Online Set-Up – $750 and up
- QuickBooks Online Clean Up – $1,500 and up
- Business Tax Preparation prices range from $750 to $2,000. Tax Preparation may be added to the Basic packages for a discounted simple monthly fee ranging from $50 to $100 extra a month.
Our USA-based certified public accountant firm can relieve you and your staff of stress. With our accounting and bookkeeping packages, you will not have to worry about your business books, allowing you to focus more time on running and growing your business.
*Quarterly service is available at the following rates: Starter $700 per quarter; Growth $1,150 per quarter; Enterprise $2,050 per quarter.