Bookkeeping

Good bookkeeping is the backbone of a successful business. When your finances are accurate and organized, you gain clarity, control, and confidence in every decision.

The Starter

Starting at $350/month

Ideal for solo entrepreneurs or small businesses with low transaction volume.

  • Cash Basis
  • Monthly income & expense categorization
  • Monthly bank reconciliation
  • Monthly profit & loss report
  • Dedicated bookkeeper
  • Unlimited support via client portal

The Builder

Starting at $500/month

For growing businesses with an increasing transaction volume. A good solution for business with more complex needs.

  • Everything in the Starter Tier
  • Cash or accrual basis
  • Additional reports as needed
  • Quarterly financial review
  • Multi-entity management
  • Priority support

Fractional CFO

Financial success doesn't happen by chance—it requires planning, tracking, and smart decision-making. Without clear KPIs, goals, and forecasts, businesses can struggle to grow efficiently.

The Essential CFO

Starting at $1,500/month

Ideal for businesses looking for a part-time CFO to handle financial management, process improvement, and reporting.

  • Monthly financial review
  • Budget vs. actual analysis
  • Cash flow forecasting
  • 5 hours of CFO consultation

The Strategic CFO

Starting at $3,000/month

For businesses that need more CFO involvement, including financial modeling and strategic planning.

  • Everything in the Essential CFO, plus:
  • An additional 15 hours of CFO consultation
  • Strategic planning & execution
  • KPI tracking & reporting

Tax Preparation

Taxes are more than just a once-a-year task—they impact your business year-round. From filing accurate returns to managing estimated payments and resolving tax issues, staying compliant can be complex and time-consuming.

Essential Tax Prep

Starting at $100/month

Ideal for businesses with straightforward tax needs.

  • Federal income tax filing
  • State income tax filing
  • Basic tax planning
  • Quarterly estimated payments
  • Tax compliance support

Payroll

Payroll isn't just about paying employees—it's about staying compliant, avoiding penalties, and keeping your business running smoothly.

Payroll Essentials

Starting at $100/month

Perfect for small businesses with basic payroll needs and minimal complexity.

  • Payroll Processing for up to 15 employees
  • Tax calculations & filing
  • Direct deposit setup
  • Employee self-service portal
  • Basic compliance support
  • Year-end tax documents