Quarterly bookkeeping
Semi-annual tax planning meetings
Year-round consulting
Monthly bookkeeping
Semi-annual tax planning meetings
Business tax preparation
Year-round consulting
Monthly bookkeeping
Quarterly tax planning meetings
Business tax preparation
Year-round consulting
Monthly bookkeeping
Monthly financial review meetings
Quarterly tax planning meetings
Business tax preparation
Year-round consulting
HR + payroll management (starting at $99/mo)
Billing, accounts payable and/or cash flow management (starting at $299/mo each)
Budget/forecast setup + monitoring (starting at $325/mo)
Business process design and implementation (billed at an hourly rate)
^One-time setup fees may apply
Business process design + implementation
Software selection + implementation
Transaction review + account reconciliations
Admin, HR + Payroll Support
Onsite monthly meetings as needed
Complete financial reporting to include budgets and forecasts
Tax preparation
One planning session per year
Year-round consulting
Tax preparation
Two planning sessions per year
Year-round consulting
Tax preparation
Four planning sessions per year
Year-round consulting
Personal budget setup + monitoring
Nanny payroll management
^One-time setup fees may apply
*Pricing will vary depending on transaction volume and the type and frequency of the services you require. Please reach out to setup a call and obtain a customized quote.
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