Our Service Packages

This is for you if you want:

• Confidence that your books are clean, current, and tax-ready
• A simple quarterly financial report that shows profit and cash on hand
• Relief from the stress of categorizing transactions or missing deductions
• Basic financial visibility without hiring a full-time bookkeeper

Benefits:

• Accurate monthly bookkeeping and reconciliations
• Easy-to-read profit & loss and balance sheet
• Payroll and tax-ready reports
• Quarterly check-ins to stay on track
• Unlimited email support on your questions with 72-Hours response time
• 2-Hours of IRS notice support per year

This is for you if you want:

• To see where your business is truly profitable (and where it’s not)
• Much detailed monthly financial reports for better visibility
• Help managing cash flow, bills, and client payments
• Quarterly guidance from a financial expert who understands your goals
• Proactive tax planning to save you money and build wealth

Benefits:

• Monthly performance insights with KPIs and dashboards
• Accounts receivable & payable monitoring
• Tax planning projections and what-if scenarios
• Quarterly advisory call to review financial health
• Estimated tax planning based on actual earnings
• Unlimited email and phone support
• 5 Hours of IRS notice and Audit Support per year

This is for you if you want:

• A strategic partner who thinks like your CFO
• Weekly insights on how your business is doing — not just at month-end
• Tax-saving strategies tailored to your business model and growth plans
• Help making high-level decisions with clear financial data to back them

Benefits:

• Weekly reporting, job or segment-level profitability updates
• Tax optimization planning & entity strategy
• Full budgeting + rolling forecasts
• Unlimited strategic consultations
• Priority support and full IRS audit protection
• Custom Financial reporting
• Key Performing Indicators tracking