Pricing

Monthly Services

Bookkeeping
Starting at $ 350 / month
  • "I want to know my finances"
  • Superior Communication
  • Reconciliations
  • Sales Tax
  • Tax-Ready Books
  • Profit & Loss Statement
  • Balance Sheet
  • Quarterly Review
Profit Coach
Starting at $ 600 / month
  • "I want hands-on support"
  • Everything in Bookkeeping
  • Profit, Cost, & Margin Analysis
  • KPI Tracking
  • Accountability & Guidance
  • Streamline Business Operations
  • Lite Tax Advisory
  • Monthly Review
Profit CFO
Starting at $ 1,250 / month
  • "I want to scale my business"
  • Everything in Profit Coach
  • Cash Flow Optimization
  • Budgeting & Forecasting
  • Strategic Plan
  • Customized Dashboard
  • Tax Advisory
  • Bi-weekly Review

Add-on Services

Meeting your business needs
Payroll
Starting at $ 100 / month
  • Everything in Bookkeeping
  • Tax Planning
  • State Income Tax Return
  • Federal Tax Return
  • 1099-NEC Filing
  • Monthly Review
Business Tax Package
Starting at $ 125 / month
  • Reconciliations
  • Invoicing & Collections
  • Bill Pay & Payments
  • Expense Reimbursements
  • Sales Tax
  • Income Statement
  • Balance Sheet
  • Quarterly Review
Back Office
Starting at $ 150 / month
  • Everything in Taxation
  • Cash Flow
  • Profit, Cost, & Profit Analysis
  • KPI Tracking
  • Customized Dashboard
  • Bi-weekly Review
Personal Tax Filing
Starting at $ 300 / return
  • Everything in Taxation
  • Cash Flow
  • Profit, Cost, & Profit Analysis
  • KPI Tracking
  • Customized Dashboard
  • Bi-weekly Review

Learn more about our bookkeeping, taxation, and CFO advisory services

Services