Our Services

Everything you need. Nothing you don’t. Expert accounting for growing businesses—without bloated retainers or surprise fees.

Bookkeeping Services

Stay organized, compliant, and tax-ready year-round with monthly reconciliations, accurate financial statements, and expert support. Whether you need ongoing bookkeeping, clean-up services, or app integrations like QuickBooks, Expensify, or Bill.com, we’ve got you covered. Perfect for service providers, startups, solo LLCs, and eCommerce businesses.

Tax Advisory & Preparation

Minimize tax liabilities and stay compliant with proactive tax planning and accurate preparation. From business and personal tax returns to quarterly estimates and multi-state filings, we handle the details so you can focus on running your business. Whether you need strategic advisory sessions, IRS notice support, or year-end reporting like 1099s, we’ve got you covered. Perfect for small business owners, multi-entity filers, high-earning individuals, startups, and nonprofits.

Controller Services

Your strategic partner for smarter financial management. We provide monthly financial reviews, budgeting and forecasting, cash flow monitoring, and support with internal controls and policy setup. We also act as a liaison with your tax preparers and lenders to keep everything aligned. Ideal for multi-entity businesses, high-growth startups, and nonprofits needing expert-level guidance.

Client Advisory Services (CAS)

Forward-looking financial guidance designed to help you grow with clarity and confidence. We offer custom dashboards, KPI tracking, profitability analysis, and in-depth reviews of your pricing and cost structure. Whether you're planning to scale or preparing for an exit, our recurring 1:1 advisory meetings keep you focused on the big picture. Perfect for CEOs ready to work on their business—not just in it.

Monthly Bookkeeping Service

We keep things simple with flat-rate packages that include clear deliverables, no hourly billing, no surprise fees.
Each package comes with secure document sharing, monthly financial reports, and reliable email support.

*Final prices will be based on volume and complexity of work. All amounts on this page are a starting point.

Starter Plan

Best for Solo LLCs, Freelancers, and Side Businesses

$ 600 00*

Monthly bookkeeping
Basic payroll for up to 2 employees
Monthly financial statements
Email Support
Light A/P

Growth Plan

For businesses that need deeper insight and support.

$ 1,200 00*

Everything in Starter, plus:
Payroll for up to 10 employees
Quarterly review meetings
Custom KPI tracking
Light advisory support

Strategic Plan

For High-Growth Startups, Nonprofits, & CEOs Needing Advisor

$ 2,500 00*

Everything in Growth, plus:
Controller-level services
Monthly advisory sessions
Budgeting, forecasting & cash flow
Bank & investor reporting support

Tax Advisory & Preparation Services

*Final prices will be based on volume and complexity of work. All amounts on this page are a starting point.

Essentials

Starting at Yearly Rate

$ 1,200 00*

Annual federal return
Year-end tax planning call
Email Support
General deductions guidance
Add-ons: state filing, quarterly estimates

Growth

Starting at Yearly Rate

$ 3,000 00*

Everything in Essentials
Semi-annual tax planning
Basic IRS/State notice responses
Scheduled quarterly calls
Tailored business tax strategy

Strategic

Starting at Yearly Rate

$ 5,000 00*

Everything in Growth
Multi-Entity tax preparation
Priority IRS/State representation
Priority support & on-demand calls
Proactive tax optimization

Focus on Growth, We'll Handle the Numbers

Accurate, reliable bookkeeping and financial guidance—so you can lead with clarity and confidence.