Tools to help your business thrive

Power your business with software for accounting, payroll and more. Connect with experts for help staying organized and getting ready for tax time.
Click Here

Starter Package – “Basic Bookkeeping Essentials”:

  • Description: Ideal for small businesses and startups, this package focuses on foundational bookkeeping essentials to streamline financial records.
  • Key Features:
    • Entry of basic financial transactions into QuickBooks software.
    • Monthly bank and credit card reconciliations.
    • Preparation of monthly financial statements (Profit & Loss, Balance Sheet).
    • General ledger maintenance and chart of accounts setup.
  • Benefits: Helps businesses maintain accurate financial records, track expenses, and get a clear snapshot of their financial health.
Get Qote

Standard Package – “Tax Compliance & Financial Analysis”:

  • Description: Tailored for growing businesses seeking tax compliance assistance and in-depth financial insights.
  • Key Features:
    • All features included in the Starter Package.
    • Quarterly tax planning and advisory services.
    • Annual tax preparation and filing (individual or business).
    • Quarterly financial reviews and analysis.
    • Customized financial reports and variance analysis.
  • Benefits: Provides tax compliance support, strategic financial planning, and detailed analysis to guide business decisions and optimize tax outcomes
Get Qote

  1. Premium Package – “Comprehensive Financial Management Suite”:

    • Description: Designed for established businesses requiring comprehensive financial management and strategic consulting.
    • Key Features:
      • All features included in the Standard Package.
      • Ongoing CFO-level consultations.
      • Budgeting and forecasting assistance.
      • Payroll management services.
      • Strategic financial planning and long-term financial roadmapping.
    • Benefits: Offers advanced financial oversight, strategic guidance, and high-level support to optimize financial performance, plan for growth, and navigate complex financial challenges.
Get Qote