Services

Services Your Business Can Afford. We’ll Prove It.

Traditional accounting and CPA firms charge hourly rates for their services. There’s no way to properly budget for these essential services, especially as the business grows.

We give growing businesses a better way to partner with a CPA firm.

Strong client relationships allow us to offer valuable consultation and strategic financial insights that help our clients flourish. We’re honored to cultivate a relationship with you as trusted business partners.

Our pricing guarantees essential services at a flat monthly rate so that your business gets the accounting solutions it needs, every month. Not only do we handle individual and family tax returns, especially for freelancers and 1099 contractors, we offer three packages designed to grow with the demands of a small business.

From those just starting out to those who are growing or already established, we know what your tax, accounting, and financial needs are. We’re here to help.

Check out our service packages to see which one fits your needs.

All of our packages include the client’s individual or family tax returns. For those whose workload does not require one of our service packages, we’re happy to handle your individual and family tax returns.

Our Service Packages

The Solopreneur

  • Self-employed, sole proprietor, freelance & independent consultants
  • No time for bookkeeping
  • Tax season should be easier
  • Best practices to stay on top of tax paperwork
  • Your Individual or Family Tax Return

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Growing Business

  • Experiencing active growth
  • Small support team of contractors and/or employees
  • No time to manage the books
  • Tax season means many details, like 1099s, to
    organize
  • Your Individual or Family Tax Return

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Emerging Enterprise

  • Too small for a full-time accountant, just yet
  • Not just running reports
  • Strategic guidance to help make financial decisions
  • Manage the many moving pieces of tax season, all year long
  • Your Individual or Family Tax Return

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Individual & Family

  • Learn to anticipate and plan for your tax liability
  • We keep you current with changes in tax code and how they affect you
  • Always professional, careful, competent,
    detail-oriented
  • Accurate filing of electronic returns

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How Much Did You Spend on Accounting Services Last Year?

Traditional accounting and CPA firms charge hourly rates for their services. There’s no way to properly budget for these essential services, especially as the business grows.

The typical small business often spends money on multiple services without benefitting from a strategic relationship with an experienced and reliable financial expert.

You end up leaving money on the table because you miss out on years of knowledge, expertise, and support that’s customized to help your business thrive.

How much did your business spend on:

  • Monthly Bookkeeping?
  • Reconciling?
  • Reporting?
  • Financial Strategy and Consulting?
  • Invoicing and Payables?
  • Sales Tax and Franchise Tax Preparation?
  • Business Structure Organization?
  • And Finally . . . Tax Preparation?

There’s a better way to get the services and value you need.

Ready to Get Started?

Contact us for a free evaluation of your business accounting needs. Our goal is to show you how our value promise provides a better return for your business.