Our Services

want the confidence that comes with accurate financial statements.

want to improve financial decision-making.

want consistent support from a professional accountant.

Monthly Packages for Businesses Who:

Basic

$400/Monthly

  • Classify Revenue & Expenses

  • Up to 5 Bank & Credit Card Reconciliations

  • Monthly Financial Statements

  • Standard Financial Analysis

  • Quarterly Financial Statement Review Meeting

  • Unlimited Support

Advanced

$600/Monthly

  • Classify Revenue & Expenses

  • Unlimited Bank & Credit Card Reconciliations

  • Monthly Financial Statements

  • Custom Financial Analysis

  • Financial Goal Tracking & Measurement

  • Monthly Financial Statement Review Meeting

  • Annual 1099 Filing

  • Unlimited Support

One-Time Services for Businesses Who:

want to DIY their finances but need a professional system put in place.

want to generate financials for their annual tax filing.

feel behind on their books and want to get up to date.

Annual Clean-Up

$1,200 One-Time Payment

  • Initial Strategy & Goal Meeting

    • Includes Workbook & Video Recording

  • Complete Bookkeeping Clean-Up for Agreed Upon Period

  • Finalized Financial Statements

  • Financial Review & Exit Meeting