Our Services

We offer a complete range of accounting, tax, and advisory services designed to give small business owners financial clarity and peace of mind. Every engagement is built around your business — not a one-size-fits-all package.

Foundation

Clean books and reliable state tax compliance

Built for established small businesses that need accurate, on-time bookkeeping and dependable state compliance — without the strategic advisory layer.

What's included:

  • Monthly bookkeeping and reconciliation
  • Bank, credit card, and POS reconciliation
  • Sales tax, gross receipts tax (GRT), and excise tax filings
  • Monthly financial reports (P&L, balance sheet)
  • 1099 preparation and filing
  • Year-end books prepared for your tax preparer
  • Direct support via email and scheduled calls

Starting at $500/month

  GROWTH 

Books plus strategic financial guidance

For business owners ready to stop guessing and start growing. You get everything in Foundation, plus the financial insight and ongoing strategy to actually move the needle on profitability.

What's included:

  • Everything in Foundation
  • Industry-specific chart of accounts setup
  • Monthly KPI dashboard customized to your business
  • 13-week cash flow forecasting
  • Monthly strategy meeting (60 minutes)
  • Vendor and pricing analysis
  • Margin and profitability tracking
  • Direct coordination with your CPA or tax preparer

Starting at $1,500/month

FRACTIONAL CFO

Executive-level financial leadership

Designed for growing businesses that need a CFO's experience and guidance — without a full-time CFO salary. Everything in Growth, plus deeper involvement in the financial decisions that shape your future.

What's included:

  • Everything in Growth
  • Weekly check-in calls
  • Annual budget and forecast modeling
  • Inventory and cost control systems
  • Marketing ROI and customer acquisition tracking
  • Vendor contract review and renegotiation support
  • Board-ready quarterly business reviews
  • Banking and lender relationship support
  • Multi-year strategic financial planning

Custom pricing based on scope

Additional Services

These services can be added to any plan or handled as standalone engagements.

Catch-Up & Cleanup Bookkeeping

Behind on your books? We bring neglected accounts current — correcting miscategorized transactions, reconciling months or years of activity, and rebuilding your chart of accounts where needed. Once we're done, you'll have organized records ready for tax preparation, lender review, or ongoing bookkeeping with one of our plans.

Tax Preparation

Individual and business tax preparation — federal, state, and local — for clients on our monthly plans. We work to maximize defensible deductions while ensuring full compliance. Available as an add-on to any plan or as a standalone service.

Payroll Setup & Management

As an ADP Partner, we offer clients access to discounted payroll services through one of the most trusted providers in the industry. We handle setup, ongoing processing, and quarterly filings — and code payroll directly into your books to keep financials clean.

ADP partner pricing applies. Setup fees may apply.