Every business has unique needs as it evolves - that's why we offer a range of customized packages to support you every step of the way.
Our Park Bench Package provides basic bookkeeping support to keep your finances in order. Outsource the backend work so you can focus on the big picture.
As your company expands, the Stretch & Stroll Package delivers real-time data to inform strategic decisions. Monthly bookkeeping plus advisory services help take your business to the next level.
For ambitious goals that demand integrated support, the Elite Sprinter's Club is the solution. Daily bookkeeping, weekly meetings and a dedicated team become an extension of your operations. Proactively scale your success.
We understand that every business runs at its own pace. Contact us to discuss your goals and needs, and we'll craft the perfect package to fuel sustainable growth.
Get exclusive tips on business growth, financial insights, and expert advice every month—subscribe to our newsletter on our website!
Peace of mind every month.
✓ Monthly Transaction Categorization
✓ Quarterly Account Reconciliation
✓ Quarterly Financial Reporting
✓ Federal Income Tax Estimation
✓ Strategic Planning Meeting Annually
✓ Email Support 72-Hour Response Time
Cancellation
12-Month Commitment
Starting at $400
Real-time data to grow your business.
✓ Monthly Transaction Categorization
✓ Monthly Account Reconciliation
✓ Monthly Financial Reporting
✓ Monthly Cost Allocation
+ Accounts Payable Transactions
+ Accounts Receivable Bookkeeper
✓ Budget Creation
✓ Federal Income Tax Estimation
+ Accounts Payable Management
+ Accounts Receivable Management
+ Accounts Payable Management
+ Cash Flow Forecasting
+ KPI Dashboard
✓ Strategic Planning Meeting Quarterly
✓ Email Support 48-Hour Response Time
+ Phone Support 48-Hour Response Time
Cancellation
No Commitment - 90 Day Notice To Cancel.
Satisfaction Guarantee
Refund of last month if unsatisfied.
Starting at $800
We proactively support your growth.
✓ Weekly Transaction Categorization
✓ Weekly Account Reconciliation
✓ Monthly Financial Reporting
✓ Monthly Cost Allocation
✓ Accounts Payable Transactions
✓ Accounts Receivable Bookkeeper
+ Monthly Sales Tax Filing
+ Monthly Regulatory Compliance
✓ Budget Creation
✓ Federal Income Tax Estimation
✓ Accounts Payable Management
✓ Accounts Receivable Management
✓ Accounts Payable Management
✓ Cash Flow Forecasting
✓ KPI Dashboard
+ Cost Reduction Analysis
+ Product/Service Analysis
+ Tax Structure Review
+ Industry Trends
✓ Strategic Planning Meeting Monthly
✓ Email Support 24-Hour Response Time
✓ Phone Support 24-Hour Response Time
+Point of Contact for 3rd Party Vendors
Cancellation
No Commitment - Cancel anytime.
Satisfaction Guarantee
Refund of last month if unsatisfied.
Starting at $1600
Does tax season leave you stressed and scrambling to minimize your obligations? Our strategic tax planning service provides proactive guidance to help you pay less while growing your profits.
Through an initial consultation, our CPAs will perform a comprehensive review of your personal and business finances. They will analyze your current tax status and develop a customized strategy tailored exclusively for your goals.
Some of the strategies we may recommend include:
- Changing your business structure for greater tax benefits
- Adjusting salary/distributions to lower your tax burden
- Taking advantage of qualified business income deductions
- Increasing retirement contributions to lower taxable income
- And more allowable strategies to streamline filing
Rather than reacting last-minute, partner with us for a strategic roadmap. Invest in strategic tax planning and potentially save thousands annually with certainty for years to come.
Contact us today to schedule your tax planning consultation and take control of your financial future.
Click the link below to purchase your Intuit Quickbooks Online Subscription at 50% off the retail price. Or ask about this when you book a consultation with Heather.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.