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Our Packages

Tailored To Fit Your Budget

Do-It-Yourself

Training
$ 99 Monthly
  • Tax Minimization Program w/ Stress-Free Bookkeeping Training Program
  • Library of Tax Strategies and Implementation Guides
  • Library of Bookkeeping Training Lessons (Manual Bookkeeping or Xero)
  • Unlimited Ask A Pro General Questions
  • Private Facebook Group
  • Monthly Group Training Sessions

Basic

Tax Only
$ 200 Monthly
Starting At
  • Quarterly Review of Bookkeeping (Client Completes)
  • Business Tax Return
  • Personal Tax Return
  • Quarterly Estimated Taxes
  • Tax Planning
  • Support: 1 Email per Month

Standard

Bookkeeping/Tax
$ 300 Monthly
Starting At
  • Everything in Basic PLUS:
  • Monthly Bookkeeping
  • Quarterly Financial Statements
  • Xero Account
  • Yearly JETRO Analysis
  • Dedicated Accountant
  • Support: Unlimited Email
Popular

Premium

Controller/Virtual CFO
$ 1750 Monthly
Starting At
  • Everything in Standard PLUS:
  • Quarterly Coaching Calls
  • Cash Flow Projections
  • Accrual Accounting
  • Budgeting
  • KPI Reporting
  • Comparative Analysis
  • Support: Unlimited Email, Phone, Video

Add-Ons

Customized Solutions

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Our Services

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