PACKAGES
Basic
Bookkeeping
Full-Service
Accounting
CFO
additional fee
additional fee
As needed services
Every business is unique. That’s why we customize your pricing to your needs on an a la carte basis.
Quickbooks online subscription & setup
Payroll setup
& ONGOING SERVICE
Business & individual tax return
Profit FIRST
implementation
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profit first
bi-weekly support
steps for working with us
We'll assess your needs, review your accounting practices & systems, and then identify the challenges & opportunities.
We'll establish a clear timeline and milestones for getting your accounting up to date. You'll know when your input is needed and when you can expect to hear from us.
Now that your accounting is up to date, we'll present your profitability analysis and forecast (if applicable). We'll review the maintenance process so everyone is on the same page.
Your books are up to date and you have a clear vision for your financial future. We'll be available year-round to answer your questions and support your business.