Pricing & Approach
We'll Tackle the Tax & Accounting
Your business deserves more than a April 15th one night stand. We help business owners throughout the year by handling all their accounting, tax planning, bookkeeping & tax returns.
Tax Planning Services
Get the Tax Code to work for YOU!
Initial comprehensive tax plan tailored to the client's current situation
Implementation steps and action plan
6-month check-up to assess progress and provide adjustments
All features from Tier 1
Quarterly check-ins for progress monitoring and adjustments
Ongoing tax advisory for real-time decision-making support
Mid-year tax projection and planning adjustments
Access to client-specific tax-saving strategies (e.g., retirement contributions, entity restructuring)
All features from Tier 2
Monthly check-ins with deep-dive analysis
Year-round support and unlimited consultations on tax strategy and financial growth
IRS audit support (up to a 24 hours)
Full review of entity structure, personal and business tax integration, and tax-minimization opportunities
Access to advanced strategies like succession planning, estate planning, and wealth transfer strategies
Prices listed are average for that service level, actual price may vary based on needs.
Monthly Service Levels
We help businesses of all sizes
Remote Bookkeeper
Low level of complexity & simple tax planning for small businesses.
- Year End Tax Returns
- Monthly Bookkeeping
- Monthly P&L
- Proactive advice
Remote Accountant
For small to medium sized teams with middle level operations.
- Managed Payroll
- AP and AR
- Quarterly Financial Statements
- Business and Owner personal tax prep
- Tax Planning and Strategies
Fractional Controller
For larger teams and established companies.
- Supervision of native accounting team
- Monthly Financial Statement review
- Annual Budgeting
- Business Goal Planning
Fractional CFO
For companies that have their accounting needs handled, but need to start looking to the future. Get a handle on your cash flow, budgets, and forecasts so we can take your business to the next level.
- Cash Flow Management
- Forecasting and Projections
- Budgeting
- Business Goal Planning
- KPI Reporting and Tracking
Mom & Pop
For those solo entrepreneurs with very little complexity who just need a little help.
- Year End Tax Returns
- Quarterly Bookkeeping
- Basic annual P&L and Balance Sheet
Prices listed are average for that service level, actual price may vary based on needs.