One Service That Includes It All

Get your taxes, accounting, tax planning & payroll done by a CPA for a monthly retainer

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Our Monthly Packages:

The Bookkeeper

Investment starting at $300/Monthly

Ideal for self-employed & freelancers

Includes:

Monthly Bookkeeping with QuickBooks Online

Quarterly Estimated Tax Payments

End of the year Profit & Loss Statement

IRS Representation(notices only)

3rd Quarter Basic Tax Plannng Meeting

CPA Guidance(email support)

1099 Filing for Contractors

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The Accountant

Investment starting at $600/Monthly

For small businesses with revenue between $100k to $250K.

Includes:

Everything Included in "The Bookkeeper"

Payroll for up to 4 Employees & all required tax filings

Quarterly Financial Performace Meetings & Reports

Full IRS Representation(Audits,notices & Collections)

Quarterly Tax Plannng Meetings with your CPA

Unlimited Support by a dedicated CPA

Year-End Tax Preparation included (Sch C, Corp, LLC)

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The CFO

Investment starting at $1,050/Monthly

For small businesses with larger needs

Includes:

Everything Included in "The Accountant"

Monthly Financial Strategy Meetings

Forecast & Plan for the next 6 months of growth

Payroll for 5 + employees

Create Monthly Budgets to define business goals

KPI(key Performance Indicator) to monitor the financial goals & plans for your business

A CPA being part of your business, helping you grow!

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What's Included in Our Monthly Services

Year-Round, Proactive Service to Tackle Your Tax, Accounting, Bookkeeping & Advisory

Tax Planning

We will create a customized tax plan and help you apply the tax strategies. We'll do tax planning throughout the year so you're never surprised at year end.

Year-End Tax Returns & Financials

We'll make year end easy by closing out the financials and preparing your company and personal tax returns.

Perfect Bookkeeping

Your books and financials will always be up-to-date. Your lenders and staff will love the financial reports.

Quality Guidance & CFO Services

Our CPA's will provide the best advice and guidance in the industry to help you make great decisions based on data.

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It's like hiring a full-time CPA & CFO, but for a fraction of the price

For a flat monthly investment, we will join your team and help your business grow!

Don't Overpay in Taxes

Keep more of your hard earned money with highly engaged tax planning.

Get Your Financials in Order

Get the financials needed to scale your business.

Avoid Hiring Expensive Full-Time Staff

With our monthly packages, you won't have to hire a part-time bookkeeper or tax preparer.

Make Your Business Grow

We'll help you take your business to the next level! With our CFO service, we will work as a team and help get your business to the next level.