OUR SERVICES
What we offer.
RETAINER SERVICES
Level based monthly retainer services for business & accounting needs. Prices vary by size of business. View our current price model here.
CORE
Starting at $250/month
For companies who need the base accounting, bookkeeping, and tax management
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Accounting System Set-Up
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Bookkeeping
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Monthly Account Reconciliation
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Discounted Annual Tax Filing
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Tax Compliance
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Quarterly Reviews
DELUXE
Starting at $650/month
For companies who want the basics, but are also looking for business strategy for organization, growth, and accelerated performance
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Accounting System Set-Up
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Bookkeeping
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Monthly Account Reconciliation
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Discounted Annual Tax Filing
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Tax Compliance
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Monthly Reviews
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Budgeting
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Quarterly Tax Reporting
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Accounts Receivable: Invoicing
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Strategic Planning
ELITE
Starting at $1050/month
For companies who want everything of from core and deluxe, but also want hands-on financial management, insight, and strategic planning.
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Accounting System Set-Up
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Bookkeeping
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Monthly Account Reconciliation
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Discounted Annual Tax Filing
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Tax Compliance
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2 Monthly Meetings
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Budgeting
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Quarterly Tax Reporting
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Accounts Receivable: Invoicing
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Strategic Planning
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Strategic Plan Implementation
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Cash Flow Management
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Tax Planning
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Project Tracking
INDEPENDENT SERVICES
Personal and business one-time services and retainer add-ons for tax, business, and accounting needs. Prices vary by size, detail, and overall need. View our current price model here.
FINANCE AND ACCOUNTING
Budgeting, bookkeeping, and fiscal record analysis to help one reach financial goals and know their financial health. This is for individuals and businesses who need assistance with fiscal activity management. Services include, but are not limited to:
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Accounting System Clean-Up
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Accounting System Set-Up
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Budget Creation
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Financial Consulting
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Payroll
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Project/Grant Management
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Workflow Design and Implementation
BUSINESS OPERATIONS
Creating, improving, and executing plans for vision grounded operations. This service is for those looking to streamline business operations and workflows and includes, but is not limited to:
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Lean Business Plans
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Strategic Planning
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Business Consulting
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Workflow Design and Implementation
BUSINESS
STRUCTURE
Unpacking vision for business plans, start-up task execution, and business state and federal registrations. This service is for those who desire help with legal and professional business foundation set-up. It includes, but is not limited to, the following services.
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Licensing & Compliance Filings
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Copyright Filing
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LLC and Corporate Business Registrations
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Business Consulting
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Trademark Filing
TAX PREPARATION AND ANALYSIS
Filing, amending, reviewing, and discussing all things related to federal & state taxes. This service is for individuals and businesses and includes, but is not limited to, the following services:
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Income Tax Prep & Filing
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Sales Tax Reporting
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Payroll Tax Reporting
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Property Tax Reporting
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Tax Planning