Our Services

Growth Strategies | Business Solutions

Business Accounting Packages

Tailored services that scale with your business.

Essential Accounting

From $300/month

Stay compliant with clean, organized books.

Monthly bookkeeping (limited transactions)
Bank & credit card reconciliations
Quarterly financials
Annual tax return preparation & planning
48-hour email support

Ideal for freelancers & small businesses

Growth Accounting

From $600/month

Move beyond compliance with insights that support your business decisions.

Everything in Essential, plus:
Unlimited transactions
Monthly reports & performance summaries
Quarterly tax planning
Payroll (up to 5 employees)
Monthly check-in call
24-hour priority email support

Ideal for actively growing small business

Strategic CFO

From $1,200/month

Financial leadership, forecasting, and strategic guidance, without the cost of a full-time CFO.

Everything in Growth, plus:
CFO Advisory Services (budgeting, forecasting, KPIs)
Custom dashboard
Strategic tax planning
Cash flow management
Biweekly or monthly strategy sessions
Liaison with attorneys/lenders
Phone/text priority support

Ideal for business owners scaling or preparing for expansion

Schedule a free consultation

Additional Services

Tax Preparation

From $650 business

$350 personal

Accurate and timely tax return filing for business owners and individuals. Streamline both at bundled pricing.

Federal & state business return filing
Optional individual tax return preparation
E-filing included
Year-end document review

Best for LLCs, S Corps, freelancers, and solopreneurs

Tax Planning

$150–$300/quarter or

$500–$1,000/year

Avoid tax-time surprises with proactive planning.

Quarterly tax projections
Entity structure guidance
Savings & timing strategies

Best for business owners wanting clarity and year-round strategy.

Bookkeeping Cleanup Projects

$750–$3,000+

Get your books in order — no judgment, just results.

Catch-up categorization & reconciliation
Fixing prior year errors
Clean financials for tax or funding

Perfect for new clients, DIY bookkeepers, or backlogged books

Entity & Business Formation

$450–$850 flat fee

Start strong with expert guidance on business setup.

Entity selection (LLC, S Corp, Partnership, etc.)
EIN & registration filing
Initial accounting setup