Our Accounting Services

We tailor our service packages to meet your specific needs. Whether you’re a do-it-all Solopreneur, startup laying the foundation, or an established business looking to optimize operations.

Our offerings include bookkeeping, payroll & 1040 tax filing for those needing the basics, detailed reporting & analysis for growing companies, and Fractional CFO services for businesses looking to optimize their company’s future.

By aligning our services with your business life cycle, we empower you to focus on what you do best while ensuring your financial health is managed effectively.

Tracking & Compliance

  • Stay organized and nail down your numbers timely.

    • QuickBooks Online setups & reviews ($500-850)

    • Monthly Bookkeeping (starting at $400/month)

    • Catch-up Projects ($75/hour)

  • Accurate, user-friendly payroll processing and tax filing through cloud-based Gusto payroll.

    • Set-ups ($500-$850)

    • Support for self-directed payroll processing

      (starting at $100/month)

    • Full service payroll processing

      (starting at $250/month)

  • Currently offering tax planning & filing for individuals, businesses, and non-profits.

    Tax Filing

    All filings are E-Filed and engagements include 45 minute wrap-up meeting.

    • Federal 1040s + 1 state ($350)

    • Federal 1040 w/ Schedule C or E ($450)

      • Add $50 for additional states

    • 1099s ($20/form)

    • Federal 1120S (inquire for pricing)

    • 990-T (inquire for pricing)

    • 990-EZ (inquire for pricing)

    Tax Planning

    Mid-year check-up meeting ($150)

    Subscribe to your CPA: Year-round access for “Quick Questions” answered via phone or email . Two 1-hour check-in meetings per year. ($75/month)

    Other planning opportunities:

    S-Corp Election analysis

    New business formation

    Tax projections

    Payroll tax registration

Analyze & Report

  • Many companies could find immediate value in the expertise of a Fractional Controller. Services & deliverables can include:

    • In-house Bookkeeper Coaching

    • Financial Budgeting

    • Financial Statement analysis

    • Polished reporting (i.e. dashboards, graphs, visuals)

    • Internal Control development

    • Business Process improvement (i.e. customer invoicing/collection, Bill Pay, Expense Management)

    Packages starting at $1,500 / month

Optimize & Forecast

  • Best served for businesses looking to enhance their forward-looking capabilities. Services & deliverables include:

    • Cashflow Forecast

    • P&L modeling & forecast

    • Building & Tracking KPI's

    • Pricing Strategies

    Packages starting at $2,500/month