Basic Package
Suitable for new small businesses with minimal transactions.

• Monthly Bank Reconciliation: Ensure your bank transactions are accurately recorded.
• Categorization of Income and Expenses: Keep your financial records organized and clear.
• End-of-Month Financial Statements: Receive a comprehensive financial report each month, sent directly to your email.

Standard Package
Ideal for growing businesses with moderate transaction volumes.

• All Services from the Basic Package:
• Accounts Receivable/Accounts Payable Management: Streamline your invoicing and payments to maintain a healthy cash flow.
• Custom Tax Tips: Receive tailored tax advice designed to save money and benefit your specific business scenario.
• Monthly Business Consultation:  Engage in a detailed monthly review focused on your business needs to foster growth and optimize operations. 

Comprehensive Package
Designed for medium to large businesses seeking a robust financial management solution.

• All Services from the Standard Package:
• Recorded Video Summaries: Receive recorded videos that provide an in-depth monthly financial analysis.
• Profit and Growth Tracking: Monitor key indicators of your business’s profitability and growth, keeping you aligned with your business goals.
• Annual Budgeting and Forecasting: Utilize historical data to project future financial decisions.

 Custom Package
Tailored to meet the unique needs of each client.

• Flexible Service Options: Choose from add-ons to enhance your package, including:
  • Bill payment processing
  • Filing 1099s
  • Job Costing
  • Other custom options tailored to your specific business needs
• Personalized Pricing: Costs are determined after a thorough consultation and assessment of your specific business requirements, ensuring you pay only for what you need.
• Get a Free Estimate: Fill out the contact form below to receive