Bookkeeping

Basic

Starts at $300/month

Including:

  • Guaranteed support response within 24 hours

  • Reliable, up-to-date transaction recording and categorization

  • Monthly bank and credit card reconciliations

  • Organized AP/AR tracking to keep cash flow clear

  • Monthly financial statements (P&L, Balance Sheet, and General Ledger)

  • Year-end, tax-ready financial package

  • Fast support for questions about your numbers

Controller Service

Starts at $1,000/month

Including:

  • Guaranteed support response within 12 hours

  • Monthly financial review and variance analysis

  • Cash flow monitoring, forecasting, and recommendations

  • Oversight of bookkeeping accuracy and accounting processes

  • Month-end close management and review

  • Budget creation and performance tracking

  • Financial KPI reporting tailored to your business

  • Support for auditors, lenders, or investors

  • Strategic guidance to improve margins, cash flow, and operational efficiency

Tax

Tax Service starts from $300/annually

Including:

  • Personal and corporate annual tax returns and extensions

  • Information returns: 1099s, 3921, 1094/1095 and other forms upon request

  • State tax filings

CFO Service

Starts at $2,500/month

Including:

  • Tailored financial strategy and planning for your business goals

  • Cash flow forecasting and scenario modeling

  • Budgeting, KPI dashboards, and performance insights

  • Investor, lender, or board reporting support

  • Oversight of accounting and controller functions

  • Pricing strategy, margin optimization, and growth advisory

Customized Tax Services

Including:

  • Tax planning

  • Estimated tax planning

  • IRS representation

  • Payroll related tax optimization