Pricing

Bookkeeping

‍ ‍$400/Month

to

$750/Month

Weekly Transaction Reconciliation

*Historical Catch-Up Cleanups

Monthly Profit & Loss Statements

*May Require extra fee

Financial Reporting

‍ ‍$400/Month

to

$2000/Month

Monthly Profit & Loss Statement and review

Strategic Cash Flow Forecasting

Custom KPI Dashboards

$350/Month

to

$850/Month

Recurring Advisory

Tax

One-Time Strategy Blueprint‍ ‍

$1500

to

$3500

Tax Returns

$350

to

$2500

All In One Service

(Includes tax returns)

Basic

‍ ‍$600/Month

to

$950/Month

  • Low Level of Complexity

  • about 1-5 Employees

  • Year end Taxes

  • Bookkeeping

  • Simple Tax Reduction Planning

  • Quarterly Progress Report

Best Value

Premium

‍ ‍$950/Month

to

$1600/Month

  • Mid Level of Complexity

  • about 5-10 Employees

  • Increased Transactions

    & Bookkeeping

  • Mid Levels of Tax Reduction

    Planning

Pro

‍ ‍$1600/Month

to

$4000/Month

  • Higher Level of Complexity
  • More Employees & Onboarding
  • High Level of Accounts & 
    Transactions
  • Higher Complexity of Tax
     Planning
  • CFO Meetings & Guidance

Client Reviews

Schedule a Free Consultation

Ready to get your finances in order? Submit the form below and Someone will be in touch to discuss your bookkeeping and tax needs.