Accounting & Taxes

Each package includes bookkeeping & support on a monthly basis, but you get to choose how often you want to receive the full financial reporting packet:

Select a Reporting Frequency:

Essentials

Ideal for businesses who need
accounting support

$395/Month

Essentials Includes:

Accounting Services

  • Dedicated accounting team with
direct communication
  • Monthly Financial Reports:
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows
  • Year-End Financials for Tax Preparation
  • Quickbooks Online (QBO) subscription
  • Secure Online Portal
  • Cloud Based File Storage
  • Cloud Based Bill Pay
Let's Get Started

Encompass

Ideal for business owners that
need accounting & tax support

$595/Month

Everything in Essentials PLUS:

Accounting Services

  • Dedicated accounting & tax team led
by a CPA

Tax Services

  • Tax Planning During the Year
  • Strategies to Reduce Taxes
  • Retirement Planning Consultation
  • Annual Income Tax Filing for Business
  • Annual Income Tax Filing for Owner*

Wealth Management Services

  • 10-Point Personal Financial Assessment
  • Investment Tax Efficiency Review
Let's Get Started

Enterprise

Ideal for businesses with
more complex needs

Custom Pricing

Everything in Essentials &
Encompass PLUS:

Managerial Accounting Services

  • Managerial Financial Reporting
  • Payroll Services
  • Sales Tax Services

Premium Services

  • CFO Services
  • Accounts Payable & Receivable Services
  • Key Performance Indicator (KPI)Analysis
  • Trend Analysis
  • Business Planning & Budgeting

Wealth Management Services

  • Business Retirement Plan Evaluation
  • Personal Investment Analysis
Let's Get Started

Essentials

Ideal for businesses who need
accounting support

$295/Month

Essentials Includes:

Accounting Services

  • Dedicated accounting team with
direct communication
  • Quarterly Financial Reports:
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows
  • Year-End Financials for Tax Preparation
  • Quickbooks Online (QBO) subscription
  • Secure Online Portal
  • Cloud Based File Storage
  • Cloud Based Bill Pay
Let's Get Started

Encompass

Ideal for business owners that
need accounting & tax support

$495/Month

Everything in Essentials PLUS:

Accounting Services

  • Dedicated accounting & tax team led
by a CPA

Tax Services

  • Tax Planning During the Year
  • Strategies to Reduce Taxes
  • Retirement Planning Consultation
  • Annual Income Tax Filing for Business
  • Annual Income Tax Filing for Owner*

Wealth Management Services

  • 10-Point Personal Financial Assessment
  • Investment Tax Efficiency Review
Let's Get Started

Enterprise

Ideal for businesses with
more complex needs

Custom Pricing

Everything in Essentials &
Encompass PLUS:

Managerial Accounting Services

  • Managerial Financial Reporting
  • Payroll Services
  • Sales Tax Services

Premium Services

  • CFO Services
  • Accounts Payable & Receivable Services
  • Key Performance Indicator (KPI)Analysis
  • Trend Analysis
  • Business Planning & Budgeting

Wealth Management Services

  • Business Retirement Plan Evaluation
  • Personal Investment Analysis
Let's Get Started

Monthly Reporting

Quarterly Reporting