Pop the champagne + cue the confetti because we can handle it all!
Check out of most popular services below + book your complimentary consultation today. 

All package prices vary based on business size and complexity so please contact us for a custom quote.

Bookkeeping & End-to-End Accounting

From the very beginning, we work with you to come up a customized workflow to cover all your financial bases each month. Every package is custom tailored to your needs so you are never overpriced or under-served.


Basic Services Commonly Include, but are not Limited to:

  • Weekly/Monthly/Quarterly/Yearly Bookkeeping

  • Financial Reporting Package Preparation

  • Chart of Accounts Customization  

  • Financial Statement Compilations

  • Accounts Payable Outsourcing & Setup

  • Accounts Receivable Outsourcing  & Setup

  • Payroll Outsourcing & Setup


Tax Services

Tax compliance is one of the main stressors of business owners (and all humans) especially with the ever-changing tax code. With bi-annual financial analysis and strategy adjustments included in our base package, you can rest assured you have an expert CPA led team behind you.

Services Commonly Include but are not Limited to:

  • Tax Preparation – Individuals, businesses, trusts and estates

  • State & Local Income Tax Returns

  • State & Local Excise, Sales, and Use Tax Returns

  • Amended Tax Returns

  • Non-Filed/Unfiled Tax Returns  

  • IRS & State Audit Representation  

  • Tax Resolution & Back Taxes

  • 1099 Preparation and Filing


Consulting & CFO Services

Ready to take it all off your plate? Our CFO package has you covered from bookkeeping, to tax filing and compliance, and budgeting & forecasting. We will oversee your business financials and tax compliance and take care of all state, local, and federal tax filing.


Services Include but are not Limited to the Following:

  • Strategic Tax Optimization Planning 

  • Financial Modeling & Forecasting 

  • Customized Dashboards for Key Performance Indicators (KPIs)

  • Business Strategy Advisory

  • Cash Flow Analysis & Restructuring

  • Expense Management Consulting

  • Accounting Software Implementation & Migration

  • Weekly/Monthly/Quarterly/Yearly Tax Planning 

  • Tax Projections & Estimates

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