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Our Packages

We offer flexible service packages designed to meet you where you are—and help you climb higher. Whether you're just getting started, scaling fast, or ready to reach peak performance, we’ve built a package to match your goals.

Choose The Level That Fits Your Needs!

All packages include:​


A Dedicated Team
Monthly Financial Statements
QuickBooks Setup & Maintenance

ESSENTIAL

For businesses that just

need the basics.

starting from

$500/mo

INCLUDES

  • Bookkeeping (cash basis)

  • Scheduled meetings (annually)

OPTIONAL

  • Payroll processing

  • Sales tax filing

  • Other business taxes

  • Periodic gross profit reports

GROWTH

For growing businesses with more complex needs.

starting from

$700/mo

INCLUDES

  • Bookkeeping (hybrid)

  • Scheduled meetings (quarterly)

  • Periodic gross profit reports

  • Periodic gross profit reports

OPTIONAL

  • Payroll processing

  • Sales tax filing

  • Other business taxes

  • AR/AP processing

  • Consolidated reporting

EXECUTIVE

For businesses who want to reach their peak!

starting from

$900/mo

INCLUDES

  • Bookkeeping (accrual basis)

  • Scheduled meetings (monthly)

  • Periodic gross profit reports

  • Benchmarking

  • Custom KPIs

  • Customized financial statements

  • Consolidated reporting

OPTIONAL

  • Payroll processing

  • Sales tax filing

  • Other business taxes

  • AR/AP processing

  • Cash flow projections

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