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Our Service Packages
Essential (Compliance)
Executive (Strategic Advisory & Virtual CFO)
Enhanced (Insight & Tax filing)
Peace of mind through accurate records
- Quarterly bookkeeping
- Bank and credit card reconciliations
- Financial statement preparation (basic P&L, balance sheet)
- Year-end tax-ready reports
- QuickBooks setup or cleanup (one-time fee)
- Quarterly Check-in calls
Enhanced (Insight & Tax filing)
Executive (Strategic Advisory & Virtual CFO)
Enhanced (Insight & Tax filing)
Turn numbers into insight with proactive support
- Everything in Essential
- Monthly financial statements with commentary
- KPI tracking (e.g., gross margin, net profit)
- Quarterly or Monthly check-in calls
- Tax planning (e.g., estimated payments)
- End of year tax filing
Executive (Strategic Advisory & Virtual CFO)
Executive (Strategic Advisory & Virtual CFO)
Executive (Strategic Advisory & Virtual CFO)
Executive-level financial strategy tailored to your growth
- Everything in Enhanced
- Cash flow forecasting
- Strategic tax planning and optimization
- Budget vs. Actuals
- Entity structure consultation
- Investor or lender-ready reporting packages
- Annual business review and goal setting
- Dedicated advisory hours per month