Monthly Business Packages
Foundations
Ideal for: Startups and small businesses needing essential bookkeeping and tax support.
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QuickBooks Online access
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Quarterly bookkeeping & reconciliation
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Quarterly financial reports
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Retention of tax documents
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Reasonable compensation analysis
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Income tax estimation (federal & state)
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Annual strategic planning meeting
Starting at: $350/month
Core
Ideal for: Growing businesses needing consistent financial reporting and proactive tax strategy.
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Everything in Foundations, plus:
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Monthly bookkeeping & reconciliation
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Monthly financial reports
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Optional add-ons (sales tax, personal property tax, state reports, etc.)
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Coordination with financial advisor
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Tax projection reporting
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Proactive tax planning
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Strategic planning meetings twice per year
Starting at: $550/month
Premier
Ideal for: Established businesses ready for full-service financial management and strategic guidance.
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Everything in Core, plus:
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Weekly bookkeeping & reconciliation
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Early-month financial reporting
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All optional add-ons included
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Budgeting and cash flow forecasting
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Revenue stream analysis
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Quarterly strategic planning meetings
Starting at: $1,300/month