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Working with Financial Documents

Your trusted all-in-one financial team

From startups to established businesses, companies rely on our expert accounting, bookkeeping, and tax services. Let us handle the numbers while you focus on growing your business, spending time with loved ones, or simply enjoying peace of mind. Get started today with a plan tailored to your needs!

Business Owner

Starter $385/mo 

  • Bookkeeping for Up to $75K Monthly Expense

  • Up to 5 bank/credit card accounts

  • Custom Chart of Accounts

  • Weekly bookkeeping and reporting (Cash Basis)

  • Additional Services:

  • Tax Preparation: $300

  • CFO Service: $850

Book a Consult

Team Meeting

Growth $675/mo

  • Bookkeeping for Up to $125K Monthly Expenses

  • Everything in Package 1

  • Up to 8 bank and credit card accounts

  • Cash or Accruals accounting

  • Semi-annual tax consultation

  • Additional Services:

  • Tax Preparation: $350

  • CFO Service: $1100

Book a Consult

Business Meeting at Small Table

Enterprise $875/mo

  • Bookkeeping for Up to $175K Monthly Expenses

  • Note: For yearly expenses more than $175k , contact for pricing.

  • Everything in Packages 1 and 2

  • Up to 14 bank and credit accounts

  • Biweekly follow-up updates and reports

  • Additional Services:

  • Tax Preparation: $550

  • CFO Service: $1500

Book a Consult

Accountant

Catch - Up Starts at $255/mo

  • Backlogged Transaction Management

  • Past Financial Statement Preparation

  • Old Account Reconciliation

  • Amended Tax Return Preparation

  • And more...

Book a Consult

Men with Calculator

Tax Preparation Start at 450

  • Tax Guidance

  • Annual Federal and State Tax Return

  • Year-End Financial Package

  • S Corporation (Form 1120-S)

  • Partnership (Form 1065)

  • Schedule C (Form 1040)

  • C Corporation Returns (Form 1120)

Book a Consult

Business meeting

Business Recovery Services

  • Assessment & Diagnosis 

  •  Immediate Stabilization 

  •  Strategic Planning 

  •  Implementation & Growth 

  • Monitoring & Optimization 

Book a Consult

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