Business Advisory Packages
Select a product
It’s like having your own accounting department
When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.
We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.
Choose the solution that is right for your business:
Essential Package
Starting at $1,200 per month
Your foundational package providing the basic accounting and advisory services necessary for compliance and routine financial management.
Accounting
- Reconcile bank accounts
- Reconcile credit card accounts
- Reconcile electronic transactions
- Prepare year-end financial statement
Financial Reporting
- Mid-year and year end financial statements
Tax
- Monthly sales/use tax filings
- Annual personal property tax filing
- Annual 1099 preparation & filing
- Annual corporate income tax return filing
Advisory
- General business consulting
- Semi-annual meetings to review financial statements
Enhanced Package
Starting at $1,700 per month
Includes Essential plus:
The next step up, providing a more comprehensive suite of services that includes advanced reporting, strategic planning, and additional advisory support.
Financial Reporting
- Quarterly financial statements
Tax
- Annual tax planning
- Annual individual income tax return filing for the business owners(s)
Advisory
- Quarterly meetings to review financial statements
- Financial KPI analysis
Elite Package
Starting at $2,200 per month
Includes Essential & Enhanced plus:
The premium tier, providing a supreme level of service that combines comprehensive accounting expertise with high-impact business advisory to create a synergistic effect on financial success.
Financial Reporting
- Monthly financial statements
Tax
- Implementation of comprehensive tax strategies
Advisory
- Monthly Meetings to review financial statements
- Implementation of cost-saving strategies through analysis of monthly financial data
- Budgeting
Elite Pro — Custom Package
Our custom package, Elite Pro, is designed for businesses with unique and complex needs.
- This bespoke offering allows for a personalized combination of services, ensuring that every aspect of your business's financial and strategic advisory requirements is addressed with precision and care.
- Contact us to start a conversation about how the Elite Pro package can be shaped to suit the exact contours of your business needs. Together, we will construct the perfect blend of services to support your business's journey towards its goals.