Our Pricing
Booking
Basic Investment Level
$2500
- Ideal for small businesses and freelancers looking to maintain their financial records.
- Quarterly transaction recording
- Bank and credit card reconciliation
- Quarterly financial statement generation (Balance Sheet & Income Statement)
- Expense categorization and tracking
- Access to cloud-based bookkeeping software
Accounting
Basic Investment Level
$4000
- Designed for businesses requiring comprehensive accounting solutions, including tax preparations and annual reviews.
- All features of the bookkeeping package
- Annual tax preparation and filing
- Tax planning and advice
- Year-end financial statements, including Statement of Cash Flows
- Depreciation and amortization schedules
- Asset and liability tracking
Outsourced CFO
Basic Investment Level
$5500
- Tailored for growing businesses and enterprises in need of strategic financial planning, forecasting, and detailed financial insights.
- All features of the bookkeeping and accounting packages
- Financial strategy development and planning
- Cash flow forecasting and management
- Budgeting and financial modeling
- Business performance analysis
- Financial risk assessment
- Regular financial meetings and consultations
- Custom financial reports tailored to business needs
01.
Tax Planning & Reduction Strategies
Running a business involves dealing with complex tax situations, and without the right strategies, you could be overpaying significantly. We develop customized tax reduction strategies based on your specific business structure, ensuring you take full advantage of deductions and credits. Our tax planning services are proactive, which means we help you plan ahead to minimize your liabilityu2014not just react when tax season comes around
Benefits include: Reduced tax burden, compliance with industry-specific tax regulations, optimized deductions.
02.
Cash Flow Management
Cash flow is the backbone of any successful business. We analyze your current revenue and expenses to identify opportunities for improvement. By streamlining your cash flow, we ensure you have the liquidity needed to handle day-to-day operations, while still setting aside reserves for future growth.
Key benefits: Enhanced financial stability, greater flexibility, improved financial forecasting.n
03.
Financial Reporting & Analysis
Accurate financial reporting is essential for understanding the health of your business. We provide detailed financial reports that give you a clear picture of where your money is going. Our analysis helps identify profitable areas of your business, reduce unnecessary costs, and improve decision-making based on reliable data.n
Features include: Monthly or quarterly financial reports, KPI tracking, expense audits, and profitability analysis.n
04.
Bookkeeping & Payroll Servicesn
Free yourself from the administrative burden of bookkeeping and payroll management. We offer comprehensive bookkeeping services to keep your financial records accurate and up to date. Our payroll services ensure that your employees are paid on time, every time, with full compliance to tax and labor laws.n
Benefits: Peace of mind, accurate records, hassle-free payroll processing.n
05.
Audit Support & IRS Representationn
If your company is ever audited by the IRS, donu2019t panic. We provide full audit support and representation services to manage all interactions with tax authorities. Weu2019ll help gather the necessary documentation, communicate on your behalf, and work to ensure the best possible outcome for your business.n
Services include: IRS communications, documentation support, tax resolution strategies.
06.
Complimentary Profit & Cash Flow Analysisn
We offer a free, no-obligation Profit & Cash Flow Analysis session where we take a deep dive into your businessu2019s financial operations. During this session, we identify areas where you could improve profitability, reduce costs, and streamline cash flow. This valuable service can help you uncover opportunities to grow your business and keep more of your earnings.
Outcome: Actionable insights on financial performance and cost-saving opportunities.n
Book Your Free Consultation
Donu2019t wait to get your companyu2019s finances on the right track. Schedule your free consultation today and let us help you keep more of your hard-earned money while growing your business.