Accounting Services for Business Owners

Complete monthly bookkeeping, tax preparation, and strategic advisory services that scale with your business growth. From basic bookkeeping to full CFO support - we handle your numbers.

Accounting Services

Bookkeeping

Financial statements and transaction recording

$497+

Starting Monthly

Business Tax Preparation
Personal Tax Preparation
Bookkeeping*
Payroll Management*
Annual Bookkeeping Adjusted Journal Entries
Monthly Email Newsletter/Alerts
Years of Tax Returns Retained (4)
Access to Our Client Portal

Outsourced Accounting

Bill pay (AP), payroll, sales tax

$750+

Starting Monthly

All of Plan Bookkeeping Plus:
Sale tax reports
Bill Pay / Accounts Payable
Bi-Annual business and tax strategy calls
Phone and Email Consults throughout the year**
Mid-Year Business and Personal Tax Projection
Annual W4 Recalculation
Responses to State and IRS Notices
Income Verification Letters
Annual Bookkeeping Adjusted Journal Entries
Monthly Email Newsletter/Alerts
Years of Tax Returns Retained (6)
Access to Our Client Portal

Fractional CFO/Advisory Services

budgeting, forecasting, strategic advisory

$1150+

Starting Monthly

All of Plan Outsourced Accounting plus:
Special one-on-one Tax Strategy Sessions as New Laws are Released***
Preparation of Amended Tax Return as Necessary
Preparation of Dependent’s Tax Return
Business budgeting
Business forecasting and growth projections
Business growth advisory

Stop Leaving Money on the Table

It's time to stop letting poor tax planning drain your profits year after year. Let's show you exactly how much you could be saving with strategies your current accountant never mentioned.