SERVICES

Basic Package - Starting at $350/month

Ideal for Solo Entrepreneurs who want clean, up-to-date books

What's included

• Monthly recording, classification and reconciliation of bank and credit card accounts
• Monthly bank & credit card reconcilliations
• Quarterly financial reports: P&L, P&L details, Balance Sheet
• Quarterly meetings to go over financial reports
• Limited e-mail support

Standard Package- Starting at $550/month

Ideal for small businesses with moderate transaction volume

What's included

• Monthly recording, classification and review of transactions
• Monthly bank & credit card reconciliations
• Monthly financial reports: P&L, P&L details, Cash Flow, & Balance Sheet
• Monthly meetings to review financial reports
• Limited e-mail support

Flexible support when you need it most

Not every business needs ongoing monthly support. Our one-time services give you help for specific needs — whether you're catching up on past books, setting up your accounting software, or need a financial clean-up before tax season.

What's included

• Catch-up / clean-up bookkeeping
• QuickBooks setup
• Payroll set-up and support
• New business accounting setup
• Custom project pricing — contact us for a quote

Small Businesses and Individuals

We don't just file your taxes — we plan ahead to minimize your liability year-round. From entity structure advice to quarterly estimates and annual returns, we make sure you're always prepared and never caught off guard.

What's included

• Federal & state tax preparation
• Quarterly estimated tax payments
• Tax strategy & planning