You'll Have More Time
To focus on sales, marketing and customer retention, thus increasing your new and recurring income!
Have Peace of Mind
Knowing that you can contact us with any question that affects your business situation and we'll be there to help!
Strategic Planning
You'll always know where you stand with monthly financials and can plan with experts at your fingertips!
We can streamline your business and give you back time!
We can streamline your business and give you back time!
Income Tax Planning
For assistance with filing previous year(s) or current tax returns, we partner with tax planning professionals to provide superior tax planning and preparation services for your business and personal tax returns.
Legal Advice
Are you fully compliant in your business? Do you need help to set up your LLC, S or C Corp? Do you need to fully incorporate or register your business? Book a consult with our legal team experts for all your business needs.
Sign up for any Service Package below
The Basic Bookkeeping package includes: professional monthly tracking & categorizing of your income and expense transactions. This expert organization is for all business checking, savings and credit cards.
We will review and reconcile your books and issue pristine financial reports every month delivered via email.
Discounts ~ Back work for any previous month is offered at a discount for new clients!!!
Essential Package
$ 297.00
per / month- Keep your business organized
- Stay ahead of your tax liability
- Enjoy your business, have less stress
-
1 business (1 credit card, up to 2 business accounts)
- Basic email support
Enhanced Package
$ 597.00
per / month- Take workflow processes to the next level
- Streamline business operations internally
- Find creative tax strategies to save you money
- Optional: Cash Flow Forecasting
-
1-2 businesses (up to 2 credit cards, & 4 business accounts)
- Unlimited email support
Exclusive Package
$ 997.00
per / month- Outsource your AR & AP
- Fully outsourced Payroll Administration available
- Implement Profit First Method
- Work hand in hand with our professional tax specialists
- Multi-business, but <4 (up to 4 credit cards, & 6 business accounts)
- Unlimited email support
Elite Package
Let's Chat - Schedule a Discovery Call!
- Unlimited email support
- Access to modules and features (in Essential, Enhanced, & Exclusive packages)
- Book monthly strategy sessions
- Specialized reporting for budgeting (Class Tracking for specific industries)
Businesses with $500K or more in monthly revenue or expenses (whichever is greater).
Access Membership Site
After you enroll in the basic bookkeeping package, you will get access to our on-boarding membership portal .
This membership site also walks you step by step through everything you need to do so we can get you on the right track to financial success!
