Flexible Pricing for Tax, Bookkeeping, & Virtual CFO Services

Financial Support at the Right Price

Choose the plan that fits your business best, with options for every level of support.

Complete Financial Management

Everything from tax to payroll—one plan to cover all your needs.

Proactive Tax Reduction Strategies

Reduce your tax burden with strategic guidance all year long.

Streamlined Monthly Bookkeeping

Accurate and organized financials delivered monthly.

Growth-Driven Financial Insights

Get insights that empower smart, profitable business decisions.

Time Savings and Peace of Mind

Focus on growing your business while we handle the financial details.

Financial Service Plans for Businesses of Every Size

Find the Perfect Fit for Your Financial Goals

Whether you’re just starting or ready to expand, our plans offer the right support for every stage of growth. Get lower taxes, CFO-level guidance, & higher profits with our integrated bookkeeping, financial, and tax services.

Basic Plan
Essential services to keep you on track.
$750
monthly
Monthly Transaction coding & reconciliation of bank & credit card accounts
Preparation of monthly financial package
Unlimited email support
One (1) Financial Review Call Per Quarter
Business tax return preparation
Add on: Quickbooks Clean-up
Business Plan
Comprehensive support for growing businesses.
$950
monthly
Monthly Transaction coding & reconciliation of bank & credit card accounts
Preparation of monthly financial package
Unlimited email support
One (1) Financial Review Call Per Month
Quarterly Financial Meeting
Quarterly tax analysis & strategy
Business tax return preparation
Add on: Quickbooks Clean-up
Enterprise Plan
Full-service financial management for expansion.
$1150
monthly
Monthly Transaction coding & reconciliation of bank & credit card accounts
Preparation of monthly financial package
One (1) Financial Review Call Per Month
Quarterly Financial Meeting
Quarterly Tax Analysis & Strategy
Unlimited Email Support
Quarterly budgeting & key performance indicators
Business tax return preparation
Add on: Quickbooks Clean-up

Maximize Your S-Corp Savings
Discover how the right tax approach can keep more in your pocket. Let’s talk!