Managing your finances is key to growing your vision. By keeping a close eye on your budget and making informed decisions, you can allocate resources effectively invest in your future. Take control of your financial health to unlock new opportunities and achieve your goals. Start today and watch your vision flourish!
"In business, money is more than numbers—it’s the fuel for growth, stability, and opportunity. Clear books, smart tax planning, and strategic funding turn chaos into clarity, helping you protect profits, make confident decisions, and build a business that thrives."
Check out our services below.
Professional and Accurate Tax Preparation with Maximum Deductions and Compliance
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Individuals (W-2 Income) — Starts at $400
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Individuals with Schedule C / Self-Employment — Starts at $600
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S-Corporation, Partnership, and Nonprofit Returns — Starts at $1,000
Includes electronic filing, secure document handling, and
personalized review of your return.
We Negotiate Directly With the IRS to Reduce your Tax Debt and Relieve Financial Stress
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$500 down to begin services
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10% of tax savings upon successful resolution
Includes penalty abatement requests, installment agreement negotiation, and IRS correspondence management.
Proactive, Year-Round Strategies to Legally Minimize your Tax Liability and Maximize your Wealth
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Starts at $3,000
Includes customized tax savings blueprint, quarterly check-ins, and entity structure review to ensure optimal results.
CFO SERVICES
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Weekly Transaction Categorization
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Monthly Account Reconciliation
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Monthly Financial Reporting
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Monthly Financial Review Call
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Includes Any 3 of These: Monthly State Tax Compliance Services, Federal Tax Compliance Services, Accounts Payable Management, Accounts Receivable Management, Advisory Services, Budget Creation, Federal Income Tax Estimation, Payroll Compliance, Quarterly Estimated Tax Payments, and Cash Flow Forecasting
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Email Support - 48 Hour Response Time
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Phone Support - 48 Hour Response Time
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IRS Notice & Audit Support - 5 Hours Per Year Included
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Cancellation - 90 Day Notice to Cancel
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Payroll Processing - Optional $100/Month + $25 Per Employee
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Business Tax Return - Optional Starting at $1000 Per Year
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Out of Scope Request - $200/Hr
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Starts at $1,500 Per Month
MONTHLY BOOKKEEPING
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Monthly Transaction Categorization
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Monthly Account Reconciliation
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Monthly Financial Reporting
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Monthly Financial Review Call
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Includes Any 3 of These: Monthly State Tax Compliance Services, Federal Tax Compliance Services, Accounts Payable Management, Accounts Receivable Management, Advisory Services, Budget Creation, Federal Income Tax Estimation, Payroll Compliance, Quarterly Estimated Tax Payments, and Cash Flow Forecasting
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Email Support - 48 Hour Response Time
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Phone Support - 48 Hour Response Time
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IRS Notice & Audit Support - 5 Hours Per Year Included
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Cancellation - 90 Day Notice to Cancel
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Payroll Processing - Optional $100/Month + $25 Per Employee
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Business Tax Return - Optional Starting at $1000 Per Year
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Out of Scope Request - $200/Hr
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Starts at $1,000 Per Month
QUARTERLY BOOKKEEPING
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Quarterly Transaction Categorization
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Quarterly Account Reconciliation
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Quarterly Financial Reporting
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Quarterly Financial Review Call
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Includes Any 2 of These: Monthly State Tax Compliance Services, Federal Tax Compliance Services, Accounts Payable Management, Accounts Receivable Management, Advisory Services, Budget Creation, Federal Income Tax Estimation, Payroll Compliance, Quarterly Estimated Tax Payments, and Cash Flow Forecasting
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Email Support - 72 Hour Response Time
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Phone Support - 72 Hour Response Time
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IRS Notice & Audit Support - 1 Hour Per Year Included
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12 Month Commitment
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Payroll Processing - Optional $100/Month + $25 Per Employee
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Business Tax Return - Optional Starting at $1000 Per Year
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Out of Scope Request - $300/Hr
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Starts at $500 Per Month
Check Out our other Bookkeeping Services
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Bookkeeping Set Up - $300 Per Hour (2 Hour Minimum)
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Bookkeeping Cleanup - Starts at $1,500