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Best for growing businesses needing accurate monthly bookkeeping, clean financial statements, and proactive year-end tax filing support.
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Designed for scaling enterprises requiring proactive quarterly advisory, advanced performance metrics, and multi-state compliance tracking.
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Ultimate financial backing with full-service accrual accounting, custom management reporting, and dedicated monthly fractional CFO strategy sessions.
The best clients we work with came through a recommendation from someone they trust. If you refer a business owner and they become a client, we’ll thank both of you.
A credit equal to one month of your service plan applied to your next invoice — for every business that signs on as a client.
Their onboarding fee waived (a $500 value) and a complimentary first-quarter advisory meeting.
Send them our way (intro email, name drop, or share our site). When they book a consultation, ask them to mention you. The credit is applied after they complete onboarding.
Once your referral submits our inquiry form, our dedicated onboarding team will keep you updated on their status so you know exactly when your next invoice credit drops.
Understand how we structure our flat-rate monthly tiers, what factors influence your custom quote, and why we completely avoid surprise hourly billing.
Flat monthly fees based on entity type, revenue, transaction volume, and the services you choose. Our calculator gives an estimate; the final quote is provided after the consultation.
No. Monthly services are month-to-month after an initial onboarding period. If we’re not the right fit, we’ll hand over clean files.
It covers diagnosing your current books, software setup, and any clean-up needed to bring records current. The amount depends on the state of your prior records.
Not for monthly services. We use flat monthly pricing so you know what to expect. Project work (catch-up, IRS representation, special engagements) is quoted upfront.
We are a dedicated team of accounting and tax professionals committed to streamlining your bookkeeping, optimizing payroll, and maximizing your tax savings.