Our Services

All of our monthly packages include a secure client portal, unlimited transactions in connected accounts, monthly reconciliations, securely delivered financial reporting, unlimited email communication, and a scheduled monthly review call.

Higher-level packages may include additional services such as payroll integration, sales tax reporting, accounts payable and receivable management, budget vs. actual tracking and advisory services.

Prosperity Package

Ideal For: Established businesses looking for in-depth financial oversight, job profitability analysis, and strategic growth planning.

Starting at $1500 monthly

Expansion Package

Ideal For: Growing businesses requiring more comprehensive financial management and tax compliance.

Starting at $750 monthly

Balance Package

Ideal For: Businesses seeking to improve their financial health with regular insights and budgeting.

Starting at $525 monthly

Clean Up and Catch Up

Back work or special projects are estimated based on the amount of catch up needed and the complexity of the clean up. Contact us for an estimate.