Services Details

We’re not just bookkeepers; we’re your partners in success. We offer a range of services tailored to your specific needs, from startups to established enterprises. Let us handle the complexities of your finances so you can concentrate on what you do best: building your business.

Find the Right Service for Your Business Stage:

Starter Services: Building a Solid Foundation

Perfect for new businesses, our Starter Services ensure accurate financial records and clear monthly reports, giving you a solid foundation for growth. We handle the essentials, so you can focus on building your brand.

  • Recording banking and credit card transactions according to GAAP standards
  • Accurate monthly financial reports
  • Pricing:
    • $200 per month for businesses with annual revenues up to $150K
    • $350 per month for businesses with annual revenues from $150K to $300K
    • $650 per month for businesses with annual revenues from $300K to $750K

Growth Services: Scaling Your Business with Confidence

If you’ve been in business for a year or more and are experiencing rapid growth, our Growth Services provide the support you need to manage your expanding operations. We go beyond basic bookkeeping to offer comprehensive financial management.

  • All Starter Services included
  • Fractional Controller services: A/R & A/P management, Payroll, Cash Flow management
  • Enhanced management reporting
  • Pricing:
    • $875 per month for businesses with annual revenues from $750K to $1.25M
    • $1300 per month for businesses with annual revenues from $1.25M to $2M

Enterprise Services: Strategic Financial Leadership for Sustainable Growth

For established businesses with significant revenue, our Enterprise Services provide strategic financial leadership to drive sustainable growth and maximize profitability. We’ll help you forecast cash flow, develop targeted strategies, and plan for the future.

  • All Starter and Growth Services included
  • Fractional CFO services: Cash flow forecasting, strategic planning for growth
  • Strategic Tax Planning
  • Exit Strategies
  • Pricing:
    • $1875 per month for businesses with annual revenues from $500K to $1M
    • $2575 per month for businesses with annual revenues from $1M to $2M
    • $3275 per month for businesses with annual revenues from $2M to $3M
    • $3975 per month for businesses with annual revenues from $3M to $4M
    • $4675 per month for businesses with annual revenues from $4M to $5M

Beyond the Basics: Additional Services on a Temporary Contract Basis

We also offer specialized services to address specific needs:

  • Start-up Consulting: Get your business off to the right start.
  • QuickBooks Online Set-up and Classes: Master your accounting software.
  • Bookkeeping Clean-up: Get your books in order and ready for the future.
  • Budgeting & Forecasting: Plan for success with accurate projections.
  • Personal & Business Tax Returns: Maximize your tax savings.