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Full-Service Bookkeeping

Perfect for businesses that need solid bookkeeping and accurate financial reporting.

Starting at

$300/mo

  • Financial statement preparationMonthly P&L, balance sheet, and cash flow reports tailored to your business.
  • Bank & credit reconciliationWe reconcile all bank and credit card accounts to ensure accuracy.
  • AP/AR reconciliationAccounts payable and receivable reconciliations done monthly.
  • AP/AR aging reportsWe generate aging reports to track outstanding bills and invoices.
  • Sync with accounting systemMaintain and monitor data feeds into your accounting platform.
  • Bill entry & vendor setupAdd new bills, collect W9s, and manage vendor profiles.
  • Monthly variance analysisIdentify and explain changes in performance month-over-month.
  • Monthly financial reviewMonthly call with your dedicated accountant to go over your reports.
  • Client portal accessReal-time access to reports, documents, and dashboards.
  • Month-end close processComplete the accounting cycle each month to deliver timely reports.
  • Email supportReach out with questions anytime — our team’s here to help.

Controller Services

Ideal for growing businesses that need enhanced oversight, internal controls, and financial accuracy.

Starting at

$950/mo

  • Detailed reconciliationsMaintain balance sheet schedules and tie out supporting accounts.
  • Accrual accountingRecord and adjust income and expenses using accrual basis methods.
  • Revenue recognitionRecognize revenue correctly and reconcile by sales channel.
  • Internal controlsImplement and monitor controls to reduce risk and ensure accuracy.
  • Workflow optimizationStreamline and document accounting processes.
  • Process documentationDocument procedures for closing, reporting, and task ownership.
  • Custom KPI dashboardsBuild reporting views with KPIs based on your business needs.
  • Advanced variance analysisDetailed comparisons across departments, locations, or categories.
  • Audit prep & complianceMonitor for compliance and prep for audits or external reviews.
  • External stakeholder reportsBuild reporting packages for boards, lenders, and investors.
  • Bi-weekly review callsMeet every two weeks for real-time financial alignment.
  • Quarterly strategic sessions60-minute deep dives and annual review with controller-level guidance.

Fractional CFO Services

For businesses ready for strategic financial leadership, growth planning, and executive-level guidance.

Starting at

$1,450/mo

  • Long-term strategyBuild multi-year financial strategies aligned with business goals.
  • Scenario planningRun “what if” models to evaluate key business decisions.
  • Budgeting & analysisTrack performance vs. budget and adjust as needed.
  • Forecasts & projectionsDevelop rolling cash flow forecasts and annual budgets.
  • Fundraising supportPrepare financials and pitch materials for fundraising efforts.
  • M&A & capital advisoryAssist with due diligence and capital structure planning.
  • Pricing & profitabilityAnalyze margins by product, service, or customer.
  • Weekly CFO accessDedicated office hours to address strategic finance questions.
  • Monthly exec reviewsMonthly financial review with your leadership team.
  • Board-ready reportingCreate board decks and materials that drive strategic insight.
  • Capital & ROI planningPlan major initiatives and assess investment ROI.
  • Cash & risk managementOptimize cash flow and reduce financial risks across the business.

Tax Planning/Tax Prep

For business owners who want proactive tax strategy throughout the year — not just tax preparation at year-end.

Pricing

Custom quote

  • Business & personal tax preparationPrepare and file business and individual tax returns with a coordinated approach.
  • Proactive tax planningIdentify tax-saving opportunities before year-end, when there’s still time to act.
  • Prior-year return reviewReview previous tax returns to identify potential missed opportunities, inconsistencies, or planning considerations.
  • Entity structure reviewEvaluate whether your current business structure aligns with your tax and financial goals.
  • Owner compensation strategyReview salary, distributions, and other compensation considerations based on your business structure.
  • Quarterly estimated tax planningCalculate and monitor estimated tax obligations to help avoid unexpected tax bills.
  • Deduction & credit reviewIdentify applicable business deductions, tax credits, and other opportunities.
  • Retirement tax strategiesEvaluate retirement plan options and contribution strategies as part of your overall tax plan.
  • Depreciation & asset planningReview business purchases, fixed assets, depreciation, and timing considerations.
  • Business & personal tax coordinationLook at the business and owner’s personal tax situation together rather than treating them separately.
  • Year-round tax guidanceGet guidance on tax implications before making significant business or financial decisions.
  • Tax projection & scenario analysisEstimate potential tax outcomes and evaluate how different decisions could affect your tax position.
  • IRS correspondence supportAssist with tax notices and IRS correspondence when additional support is needed.
  • Annual tax strategy reviewReview your overall tax position and establish planning priorities for the year ahead.

Add-On Services

Need more than what’s included in your plan? We offer flexible, à la carte solutions to support complex workflows, compliance requirements, and growth initiatives.

Available Add-Ons Include:

  • Back Book Projects (historical cleanup or catch-up)
  • Custom System & Workflow Design
  • Compiled Financials and CPA Letters
  • Daily Cash Reconciliations
  • Treasury Management & Payment Processing
  • Accounts Receivable Collections
  • Inventory & Payroll Management
  • Invoicing & Bill Pay Administration
  • Revenue Recognition & Reconciliation
  • Sales Channel & POS Reconciliation
  • Merchant Account Reconciliation
  • Custom KPI Tracking & Dashboards
  • Budgeting & Forecasting
  • Sales Tax Registration & Filings
  • Business & Personal Tax Preparation

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