packages
We offer three different packages based on your needs.
Starter Package
- Monthly accounting analysis
- Monthly bank & credit card account reconciliations
- Reliable, accurate, timely & complete financial statements
- Review of chart of accounts
Popular
Tax Package
- Everything in the Starter package, plus:
- Support on call when you need it
- Meaningful monthly check-in
- Year-round tax planning & business compliance
- Tax return preparation
Performance Package
- Everything in the Starter & Tax packages, plus:
- Business plan
- Personalized Financial & KPI Dashboard
- Revenue forecasting
- Budget development & monitoring
- Cashflow projections & management
- Business valuations
- Customized management reports
- Audit planning & preparation
Contact us and we will learn more about you to help implement the best plan.
Checking those boxes
We help you meet all of your bookkeeping and compliance needs.
Saving you money
We make running your business more efficient, saving you money
Freeing up time
We streamline and automate your processes, saving you time.
Making it easy
Use whichever accounting software you like, desktop or cloud.
