Service Packages
Here’s How We Can Help:
Bookkeeping Cleanup
Your books are messy—or maybe you’re not even sure where they stand. We’ll take a deep dive with a diagnostic review and give you a clear path to get everything cleaned up and current.
Most businesses invest: $2,000–$6,000 for 12 months of cleanup
Monthly Bookkeeping
With our monthly bookkeeping, you’ll have categorized transactions, reconciled accounts, and accurate financials—so when tax time rolls around, everything’s already in place.
Typical range: $350–$750/month (depends on business size and complexity)
Tax Preparation
We handle both business and individual tax filing—especially for single-owner S-Corps, where the lines between business and personal returns are closely connected. We’ll even bundle tax prep into your monthly bookkeeping package to help smooth out your cash flow.
– 1040/Schedule C: Starting at $995
– 1120S / 1065: Starting at $1,200
Individual Tax Preparation
There’s no substitute for having someone who not only answers your questions but knows the right questions to ask—questions that could be the key to saving you real money on your individual return.
– 1040: Starting at $495
– 1040/Schedule C: Starting at $995
– 1120S/1065: Starting at $1,200
Are your books out of control?
Not sure you can even trust your numbers?
Whether you’re just getting started or you’ve been in business for years, chances are you’ve faced the same financial headaches as the big companies—accounting, taxes, compliance, you name it. The difference? You don’t have the time, budget, or desire to build an entire in-house team to handle it. And regular, monthly bookkeeping feels like way more than you can keep up with.
That’s where we come in.
We help service-based small and mid-sized businesses—especially solo S-Corp owners—get back-office accounting support that actually makes your life easier. From individual and business tax help to ongoing monthly bookkeeping, we’ll build a customized package that fits your needs. No more second-guessing your books or scrambling at tax time. You can focus on growing your business while we handle the financial side of things.
Whether you’re a solopreneur needing monthly bookkeeping help to get to your first $100K, or you’re running a multi-six-figure business (or more), we’ll build you a package that meets your needs today—and grows with you tomorrow. Here are a few examples:
DIY Insurance
For the sole prop or SMLLC
$135/mo
For the solo owner (sole prop or SMLLC) working toward that first $200K. You handle your own bookkeeping—we make sure it’s accurate.
Includes:
✔ Monthly Transaction Review (you categorize, we double-check)
✔ Bank & Credit Card Reconciliations (client-provided), up to 2 accounts
✔ Quarterly Financial Statements (delivered by end of following month)
✔ Email access for “Quick Questions” (7-day response time)
Mini Monthly
For consultants, freelancers, service pros
$195/mo
Includes:
✔ Monthly Categorization of Transactions (up to 30/month)
✔ Monthly Bank & Credit Card Reconciliations (up to 2 accounts)
✔ Monthly Financial Statements (delivered within 20 business days)
✔ Email access for “Quick Questions” (7-day response time)
Essentials
For growing businesses
$350–$550/mo
Includes:
✔ Full Monthly Categorization of Transactions
✔ Monthly Bank & Credit Card Reconciliations
✔ Monthly Financial Statements (delivered within 15 business days)
✔ Email access for “Quick Questions” (72-hour response time)
Advanced
Ideal for established businesses
$550–$850/mo
Includes:
✔ Full Monthly Categorization of Transactions
✔ Bank, Credit Card, and Loan Reconciliations
✔ Monthly Financial Statements
✔ Payroll Setup + Processing (via Gusto)
✔ Quarterly Tax Projections
✔ Statements delivered within 10 business days
✔ Email access for “Quick Questions” (48-hour response time)
Mini CFO
For solo or small team business owners
$1295/mo
Typically a great fit for solo or small team business owners with $300k+ in annual revenue
Includes:
✔ Quarterly CFO Call (90 minutes)
✔ Quarterly CFO Report
• Financial Analysis & Review of Financial Statements
• Cash Flow Forecasting | 6 months | Updated Quarterly
✔ Quarterly Tax Estimates
✔ Monthly Check-In Call (30 minutes)
✔ Interim Questions via Slack or email
Fractional CFO
For those growing businesses
$2300-$6500/mo
Includes:
✔ Monthly CFO Call (60 minutes)
✔ Monthly CFO Report
• Financial Analysis & Review of Financial Statements
• Cash Flow Forecasting | 13 month rolling forecast
• Budgets & Projections | 13 month rolling forecast
• Goal Setting & Strategy | 13 month rolling forecast
✔ Quarterly Tax Estimates
✔ Monthly Check-In Call (30 minutes)
✔ Interim Questions via Slack or email
Ready to Take the Next Step?
Let’s get your financial house in order—so you can focus on growing your business, serving your clients, and sleeping better at night.
Schedule an appointment with us today and let’s talk about the right-fit solution for your business.
Let Us Help:
Ready to schedule an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!