Our Services
We offer a full suite of small businesses and nonprofit-focused accounting services, from essential bookkeeping and compliance support to advanced controller oversight and CFO-level strategic guidance. Rather than taking a one-size-fits-all approach, we customize each engagement to match your organization’s unique needs, priorities, and resources.
Monthly Subscriptions
Advance
Designed for businesses seeking complete financial clarity and expert guidance. This package helps owners and nonprofit organizations make informed decisions, optimize resources, and plan confidently for growth. Includes all services from the Essentials and Plus packages plus advanced tax optimization, budgeting, forecasting, and personalized advisory support.
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Tax Consultation - 1 Hour
We offer 1-hour Tax Consultations for small business owners who need focused, expert guidance on specific tax questions or situations. During your consultation, we’ll review your current tax scenario, answer your questions, and provide actionable recommendations tailored to your business.
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With a Tax Consultation, you get expert advice on the questions that matter most now, without committing to a monthly subscription. Tax Advisory, on the other hand, provides continuous, strategic guidance to help your business optimize taxes and financial decisions throughout the year.
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Please note: Tax Consultations are one-time, project-based sessions. For small businesses seeking ongoing, proactive tax guidance and year-round strategic planning, our Tax Advisory services are available through a monthly subscription.
Cost: $200 per hour
Business Sctructure
Revocable Living Trust
Assets Protection
Health Savings Accounts
Real Estate
Retirement Accounts
Tax Preparation
Our Tax Preparation Services focus exclusively on accurately preparing and filing your business or individual tax returns. This service is strictly limited to preparing your tax forms based on the information you provide, it does not include consulting, tax advisory, bookkeeping, or financial planning.
We ensure your returns are compliant with federal and state regulations, prepared accurately, and submitted on time. This service is ideal for clients who simply need professional tax filing assistance without additional advisory or ongoing accounting services.
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