Pricing

Save your staff time & lower your taxes

Soloprenuer

Best for Startups & Small Businesses.
$ 350-500
/Monthly
  • Who's it for:
  • Low Levels of Complexity
  • Simple Tax Planning
  • 1-3 Employees
  • What's Included
  • Tax Reduction Planning
  • Business Tax Returns
  • Bookkeeping Services
  • Simple Payroll
  • Simple Coaching & Guidance
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New Business

Small Business

Get CFO guidance with additional checkins, reports & KPI's.
$ 600 -1000
/Monthly
  • Who's it for:
  • Mid Level Complexities
  • Mid Level Tax Planning
  • More Transactions & Accounts
  • Increased Staffing
  • 3-15 Employees
  • What's Included
  • Quarterly CFO Meeting
  • Tax Reduction Planning
  • Business Tax Returns
  • Bookkeeping Services
  • Simple Payroll
  • Simple Coaching & Guidance
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Small Business

Scaling Business

Staff alternatives & outsourced services for more developed organizations.
$ 1200 - 2500+
/Monthly
  • Who's it for:
  • Increased Complexity
  • Higher Levels of Transactions
  • Staff Alternative
  • What's Included
  • Monthly CFO Meetings
  • Tax Reduction Planning
  • Business Tax Returns
  • Bookkeeping Services
  • Payroll Support
  • Simple Coaching & Guidance
Start Now
Established Business

What's Included in the Outsourced Accounting Model

  • We'll clean up your books, establish a perfect chart of accounts and ensure you're setup correctly.
  • Provide an in-depth analysis of your taxes, financial situation and accounting system.
  • We'll create a comprehensive tax reduction plan for the current year and the future, identifying how to keep more of what you make.
  • We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.
  • We'll set you up on the best payroll, and either run it for you or equip your staff to do it.
  • We'll pay in your taxes throughout the year according to the tax plan, which eliminates year end surprises. Never overpay or build up a huge tax bill.
  • We'll provide monthly or quarterly reports and management dashboards for key performance indicators.
  • We'll meet before year end to make major tax mitigation decisions around investments, purchases and strategy.
  • We'll close out your books and perform high levels of year end reporting.
  • We'll make year end tax season a breeze since we've done all the bookkeeping, tax payments & tax plans.
  • We'll prepare & file your taxes.
  • We'll guide you to build tax efficient wealth & provide guidance on mitigating risks for you, your business & family.