PACKAGES

additional fee

additional fee

Package add-ons

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

Business & individual tax return

Profit FIRST  

implementation

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profit first

bi-weekly support

steps for working with us

Consultation

We'll assess your needs, review your accounting practices & systems, and then identify the challenges & opportunities.

kICK-OFF MEETING

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.

cHECK-IN

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.

MAINTENANCE

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.