Service Options

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Comprehensive Strategy Packages
Bookkeeping, Financial Reporting, and Taxes
​*pricing based on annual agreement*
​​À la carte services
​Advisory Services
​Bookkeeping
​Financial Flight Plan
QuickBooks Review 
​Tax Preparation​

Comprehensive Strategy Packages

Ensuring your financial health requires consistent attention. Our comprehensive strategic packages go beyond typical financial services such as bookkeeping or tax preparation. We provide you with strategic guidance to
help you navigate any changes your growing business faces throughout the year. 
**We recommend completing the financial flight plan or QB Setup prior to beginning an annual agreement.**

Bookkeeping, Financial Reporting & Taxes

$749/month with annual agreement

 Trust us to:​
  • Input transactions into your financial record keeping system
  • Synchronize your bank account
  • Review transactions for completeness and accuracy
  • Reconcile bank accounts
  • Review monthly financial statements
  • Respond to unlimited questions
  • Recommend estimated quarterly tax payments
  • Prepare and submit annual federal and state income tax returns.
*Additional fees for excessive transactions, multiple members, locations, or accounts.

Financial Reporting & Taxes

$389/month with annual agreement

We train you to input transactions into your financial reporting package. You trust us to handle the rest!
*Additional fees for excessive transactions, multiple members, locations, or accounts.

Financial Reporting

$299/month with annual agreement

We train you to input transactions into your financial reporting package. We reconcile accounts, review monthly financials, and recommend strategies for financial fitness. You handle taxes on your own.
*Additional fees for multiple members, locations, or accounts.

Quarterly Advising & Taxes

$99/month with annual agreement

Schedule quarterly meetings to discuss business performance and plans and calculate recommended tax liability payments. We prepare and submit annual federal and state income tax returns. 
*Additional fees for multiple members, locations, or accounts.

À la carte Services

Tax Preparation

Starting at $499 
We prepare  and submit annual federal and state income tax returns for business owners.

QuickBooks Set-up

​$499 Investment
We set-up or review your QuickBooks account to prepare you for financial reporting and tax preparation and follow up after implementation.

Financial Flight Plan

 $449 Investment
Together we will:
  • Complete (or review) the steps required to establish your business at the federal, state, and local level.
  • Develop (or update) an accounting record keeping system that works for you.
  • Formulate (or refine) a working budget for the next year.  
  • Ensure you have a basic understanding of financial information that you need to know as a small business owner.​​

Advisory Services

$149/ hour
 Consult with us about business planning and forecasting, personal budgeting and financial management, debt reduction, and other financial topics.

​Bookkeeping

$99/ hour
Trust us to input the transactions into your financial record keeping system. 

Businesses We Serve

We offer a variety of services for business owners who need enough guidance for DIY accounting and for those who want the assurance of professional preparation.
Rupa Singh, Love This
Amanda Montgomery, Hummingbird Gardens
Jevata Herman, Canvas the Salon