As a small business owner, you are expected to wear many hats. You are the CEO, CFO, marketing manager, sales associate, HR coordinator, receptionist, I.T. expert, janitor, and so much more. We believe your business will thrive when you have the ability to focus on what you do best: providing great services and products to your customers. That is why we are here to alleviate the burden of financial management by doing what we do best: manage small business finances accurately and efficiently.

Accounting Packages

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With this package you'll hop on the fast-track for bookkeeping and accounting services. We will be sure to get you where you need to The day will begin with a kick-off meeting where we will discuss your bookkeeping, your goals, and gather all the information necessary to be efficient throughout the rest of the day. After our morning meeting, our team of trained accountants will do what they do best....finances! This can include up to 12 months of bookkeeping, a thorough pricing strategy, team salary analysis, growth projections, forecasting, or whatever else you need - the options are endless! The day will end with a review of our findings during an in-depth CFO meeting. If you're ready for high level support with a quick turnaround time, this is the package for you!

Starting at $2,400

VIP day

Let's Do This Thing!

This is a package for the entrepreneur that has already built a stable financial foundation for their company but still wants help monitoring spending. You don't need someone to manage your cash flow but you do need help with bookkeeping, tax returns, and tax strategy. This service boasts all those things in the form of personalized support and quarterly financial packages.

Starting at $400/month

Quarterly Services

Book Your Call Now!

This monthly accounting package is great for the solopreneur who is leveling up to an entrepreneur. It includes all necessary basics such as monthly bookkeeping, reconciliations, payroll, semi-annual tax planning, annual business tax preparation, and annual W2 and 1099 filings. On a monthly basis you will receive a detailed report that includes your profit and loss, balance sheet, and profit allocations (suggestions on how much to pay yourself, put to taxes, put to savings, etc) so that you can make informed decisions in your business and manage your cash flow responsibly.


Accounting Manager

Say Yes To Success!

If you’re looking for more than your basic accounting package, if you have goals, ambitions, and dreams you’re working toward, then the CFO package is for you! This monthly accounting package is our most popular service since it goes beyond compliance and includes financial coaching, planning, and accountability. Not only do you receive everything listed in the accounting manager package, you also get semi-monthly CFO meetings, full-time Voxer support, and personalized financial planning.

(This is a 3-month commitment at which point you can choose to renew your contract for another 3 months or downgrade to our monthly account manager package.)


The CFO Package

We will review your needs and find the package that works best for you and your business.

book a free discovery call with us

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