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Monthly Services & Packages 

Ideal for Inspiring individuals that want to start a business on the right track! 

$650 /one time payment 

The Start up includes: 

Detailed Business Start up consulting meeting with a CPA 

Business Entity selection(Sole Prop, Corp, LLC, partnership) 

EIN (Federal Tax ID Number) 

DBA "Doing Business As" Name 

Guidance on Tax compliance for Federal, State and Local

QuickBook Set up with Online Subscrption

1 month of free bookkeeping 

Ideal for self-employed & free lancers that want to keep record of inome and expenses!

$250 /Monthly

The Bookkeeper includes: 

Monthly Bookkeeping with QuickBooks online subcription

Quarterly Estimated tax payments 

End of the year Profit and Loss Statement for tax time 

End of the year tax consulting meeting 

Access to a CPA at any time 

Secure Online Document Portal 

1099 Filing for Contractors

The Bookkeeper

The Accountant 

This is perfect for established small businesses that want a dedicated CPA to handle the numbers, so you can focus on your business! 

$450 /Monthly

The Accountant includes: 

Comes with everything included in "The Bookkeeper" Package 

Payroll for employee's up to 7 & file all required payroll tax returns 

Quarterly 1 hour coaching meetings with your accountant 

Quarterly Financial reports & financial performance meetings 

Year-End Tax Preparartion included(Sch C, S-Corp, Corp, LLC, partnerships) 

A dedicated CPA by your side looking over the numbers and providing any guidance as needed 

The Mini CFO

This is perfect for established small businesses that are ready to grow and take thier business to the next level!

$850 /Monthly

The Mini CFO includes: 

Everything Included in "The Accountant" 

Monthly Financial Strategy Meetings 

Forecast and Plan for the next 6 months of business growth 

Tax planning and consulting to reduce year end taxes 

Analyze monthly cashflow to help avoid your bank account hitting down to $0

Year-end business tax return included 

Retirement Plan Recommendations

The Start-Up

CFO Package 

Add a  Virtual CFO to your team! 

$1,200 /Monthly

The Accountant includes: 

Comes with everything included in "The Mini CFO" Package 

Create monthly budgets 

Annual budgeting to define your business financial goals(Profit Plan) 

KPI (Key Performance Indicator) to monitor the finanical goals & plans for your business 

Monhtly Business Profit and Expense Consulting 

A personal financial plan for the future 

A CPA being part of your business, helping you grow!

All prices listed here are "starting at" prices and subject to change with business size & complexity 

Have a question or want to get started ?