Focus on your business
Don't worry about your numbers
How it works
Three Easy Steps
1
Discovery Call
Let’s talk and see if we are good fit each other
2
Collect Information
After the call, we will request information and engagement letter
3
Implementation
Focus on your business. We will take care from here and deliver all deliverables
Bookkeeping
Basic starts at
$200/Mo
- Bank recon up to 2 accounts
- Financial statements
- Cash basis
- Tax ready book coming in January
Bookkeeping
Premium starts at
$300/Mo
- Everything in basic
- Payroll review and journal entry
- Bank recon up to 4 accounts
- Cash or accrual basis
Bookkeeping
Custom starts at
$450/Mo
- Everything in premium
- Quarterly financial review
- Loan and other liability tracking
- Quarterly meeting
- Custom reports/training
Individual Tax Prep Starts at
$1,000
- Individual
- Sole Proprietorship
- Rental and/or Royalties
- International Tax
- Gift or Trust/Estate
Business Tax Prep Starts at
$1,500
- Partnership
- S Corporation
- C Corporation
- Multi-States
- Franchise Tax
Tax Advisory
- Tax Planning
- Entity Selection and Election
- Retirement Planning
- Business Purchase and Sale
- Change of Accounting Method
- Capital Gain and Investment
- IRS Representation
- QSBS / QOZ Fund
