Services
Audit & Assurance
All Our Packages
Expert support to keep your finances accurate, compliant, and growth-ready.
With monthly reports and expert insights, you can make smarter financial moves faster.
Regular strategic guidance helps you scale confidently and avoid costly mistakes.
With faster support and proactive planning, you’ll feel in control and one step ahead.
The Accountant Package
Our Accountant Package offers expert financial oversight to help your business grow with confidence.
Enjoy monthly reports, strategic planning, tax estimations, and faster support.
It’s designed for businesses that need more than just bookkeeping.
Make smarter decisions, stay compliant, and scale with peace of mind.
Perfect for long-term, growth-focused success.
Compliance
- Transactions Categorization: Monthly
- Account Reconciliations: Monthly
- Financial Reporting: Monthly
- Accounts Payable Management: Varies on request
- Accounts Receivables Management: Varies on request
Access and Support
- Strategic Planning Meeting: Quarterly
- Email Support: 48 Hrs Response Time
- Phone Support: 48 Hrs Response Time
- IRS Notice Support: 5 Hours Per Year
Advisory Services
- Budget Creation: Included
- Federal Income Tax Estimation: Included
Additional Options
- Payroll: Varies on request
- Business Tax Return: Optional, Starting $1,000/year
- Out-of-Scope Requests: $75/hour
Terms
- Cancellation: 12 Month Commitment
- Satisfaction Guarantee: Refund of last month if unsatisfied
Need A Custom Package?
The Bookkeeper Package
Stay organized and focused on growing your business.
Our Bookkeeper Package handles your day-to-day finances,
offering quarterly reports, budget support, and reliable categorization.
It’s a simple, cost-effective solution to keep your records clean
and help you make smarter financial decisions with confidence.
Compliance
- Transactions Categorization: Quarterly
- Account Reconciliations: Quarterly
- Financial Reporting: Quarterly
- Accounts Payable Management: Varies on request
- Accounts Receivables Management: Varies on request
Access and Support
- Strategic Planning Meeting: Anually
- Email Support: 72 Hrs Response Time
- Phone Support: Not Included
- IRS Notice Support: Not Included
Advisory Services
- Budget Creation: Included
- Federal Income Tax Estimation: Included
Additional Options
- Payroll: Varies on request
- Business Tax Return: Optional, Starting $1,000/year
- Out-of-Scope Requests: $100/hour
Terms
- Cancellation: 12 Month Commitment
- Satisfaction Guarantee: Not Included