Our Service tier

Foundational

Ranges $500- $2,000/month

  • Bookkeeping

  • Tax Filing

  • Annual Federal Tax Estimation

  • Owner Strategy Meeting

  • Financial Statement Review

  • 7-Year Document Retention

  • Email/Phone Support

  • Secure Online Document Storage

Strategic

Ranges $1,500 - $4,500/month

  • 🔓 Everything from Foundational ➕:

  • Quarterly Tax Estimates

  • Tax Strategy Meetings

  • Tax Strategy Implementation Reminder

  • Owner Payroll Review

  • Business Entity Analysis

  • Owner Retirement Plan Review

  • IRS Notice & Audit Support

Executive

Ranges $4,000 - $8,000/month

  • 🔓 Everything from Strategic ➕:

  • A/P and A/R Aging Analysis

  • Internal Control Review

  • Cash Flow Planning

  • Monthly Strategy Meetings

  • Advanced Tax Strategy Implementation

  • Leadership Training

  • Tailored Support for Growth

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  • ‍ ‍ SERVICES FOUNDATIONAL STRATEGIC EXECUTIVE

  • Transaction Categorization Monthly Bi-Weekly Weekly

    Accounts Payable Management Monthly Bi-Weekly Weekly

    Accounts Receivable Tracking Monthly Bi-Weekly Weekly

    Expense Tracking and Review Monthly Bi-Weekly Weekly

    Account Reconciliation Monthly Monthly Monthly

    Undeposited Funds Reconciliation Monthly Monthly Monthly

    Year-End Closing & Support Annually Annually Annually

    Custom Financial Statements By 25th of following month By 15th of following month By 10th of following month

    1099s Issued Yes Yes Yes

  • Tax Credit Review. ✅ ✅ ✅

    Asset Tracking and Depreciation Reports ✅ ✅ ✅

    Business Tax Returns ✅ ✅ ✅

    Owner Tax Return ✅ ✅ ✅

  • Federal Tax Estimation w/Vouchers Annually Semi-Annually Quarterly

    Tax Strategy Meetings Annually Semi-Annually Monthly

    Tax Strategy Implementation Reminders Annually Semi-Annually Monthly

    Owner Payroll Review Annually Annually Monthly

    Business Entity Analysis - Annually Annually

    Owner Retirement Plan Review - ✅ ✅

    A/P and A/R Aging Analysis - ‍ ‍- ✅

    Internal Control Review -‍ ‍- ✅

    Cash Flow Planning - ‍ ‍- ✅

    Tailored Support for Growth - ‍ ‍- ✅

  • Owner Strategy Meeting Annually Semi-Annually Monthly

    Financial Statement Review Annually Semi-Annually Monthly

    7-Year Document Retention ✅‍ ✅ ‍✅‍

    Email/Phone Support Within 2 business days Within 2 business days Within 2 business days

    Secure Online Storage ✅‍ ✅ ‍ ‍✅

    Federal and State tax agency notices and audit support $300 / hour 5 Hours / Year 10 Hours / Year

  • Catch up/Accounts clean up fee Up to 1.5 your monthly fee Up to 1.5 your monthly fee Up to 1.5 your monthly fee

    Onboarding fee Up to 1.5 your monthly fee Up to 1.5 your monthly fee Up to 1.5 your monthly fee

    Out of Scope Requests $300 / hour 5 Hrs / Yr, then $300 / hr N/A