Financial Solutions

Tailored Packages

$375

375

Every month

Essential bookkeeping and accurate tax compliance for stable businesses.

Valid until canceled

Monthly bookkeeping up to 100 transactions total

Annual federal and state business tax return filing

Quarterly financial statements and email support

$1,250

1,250

Every month

Proactive tax planning and strategic guidance for growing companies.

Valid until canceled

Includes full coverage from the Foundation Plan

Quarterly strategic advisory and tax sessions

Estimated quarterly tax calculations and planning

$1,500

1,500

Every month

Strategic CFO leadership and cash flow forecasting for high earners.

Valid until canceled

Includes full coverage from the Strategy Plan

Monthly dedicated executive calls and forecasts

Unlimited priority email support and guidance

Prices shown are starting rates and may vary based on your specific business needs.