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Our Packages

Tailored To Fit Your Budget

Do-It-Yourself

Training
$ 50 Monthly
  • Cloud Software Setup (Xero)
  • Monthly Xero Subscription
  • Library of Content: Setting up bookkeeping system, entity options, setup & manage payroll, tax saving strategies, & much more
  • Private Facebook Group
  • Monthly Private Webinar

Basic

Tax Only
$ 175 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
$ 250 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

  • Payroll ($100/Mo + $10/Employee)
  • Accounts Receivable Managment
  • 1099 Processing
  • Weekly Bookkeeping
  • Monthly Financial Statements
  • Unlimited Support
  • Accounts Payable Management
  • Audit Defense

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Our Services

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