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Whether you're catching up or planning ahead, we make it simple to move forward and walk you through every step.

  • Tax Preparation

    Business and personal tax returns, proactive planning, and bundled savings.

    Starting at $650/return
    What's Included
    • Individual returns (1040: W-2, 1099-INT, SSA, etc.)
    • Bundled personal + business packages
    • S-Corp, Partnership, and C-Corp returns
    • Mid-year tax projections and strategy
    • Schedule C (Sole Prop & LLC)
    • Schedule E (Rental Property)
    Get Started
  • Most Popular

    CFO Advisory

    Financial Oversight and Strategic Guidance for growing or stabilizing businesses.

    Starting at $750/month
    Advisory Engagement May Include
    • 13-week cash flow forecasting & scenario planning
    • Monthly & quarterly financial reviews
    • Owner compensation and tax optimization
    • Growth strategy & pricing analysis
    • Liaison with bankers, CPAs, and attorneys
    • Custom KPI and industry benchmarking
    Get Started

  • Bookkeeping

    Accurate and ongoing bookkeeping to keep your financials clean and audit-ready.

    Starting at $300/month
    Package Includes
    • Prepare monthly financial reports (P&L, Balance Sheet, Cash Flow)
    • Maintain general ledger and sub-ledgers
    • Reconcile accounts and categorize monthly
    • Support for tax filings and audit-readiness
    • Custom chart of accounts
    • Answer classification questions
    Get Started
Bookkeeping Add-Ons
Each Additional Bank or Credit Card over 4$50/month
Each Additional Entity (Multi-Entity Support)$200-$400+/month
Each Location For Multi-Location Businesses$100/month
Account Receivable Reconciliation info If you collect payments through platforms like ServiceTitan, Housecall Pro, Jobber, Spectora, or other external field or practice management software, those payments are often grouped into a single deposit when they hit your bank.

If those systems are connected to QuickBooks, we need to track and reconcile each individual payment to keep your books accurate.		$300+/month
Managed Accounts Payable$300+/month
Catch-Up Bookkeeping for each month cleaned$200-400+/month
Full-Year Cleanup$2,000-4,000+
Multi-Year Disaster Cleanup$4,000-8,000+
Payment required upfront for all catch-up or cleanup work
CFO Advisory Projects (One-Time or Standalone Engagements)
SBA / Bank Loan Prep$1,500-2,500+
Financial Statement Cleanup for Lending$800-1,500+
Cash Flow Crisis Consultation$1,200
Owner Pay Optimization$750+
Service / Product Pricing Analysis$1,500+
Entity Structure Review$1,000-2,000+
Acquisition Due Diligence$2,500-6,000+
Exit Strategy$2,000+
Capital Raise & Loan Support$1,200+
Custom Forecasting Models$1,500+
One-Time Deep Dive$1,500+
Custom analysis or one-off projects available upon request.
Tax Add-Ons
Each Additional Schedule C (Additional Business)+$300
Each Schedule E (Rental Property)+$250