A Perfect Fit

Our relationship with our clients is meticulously crafted to fit seamlessly.

Which Advisory Package is Right for You? 

We tailor fit our packages to your company's needs. Contact us for more info.

Foundation Growth Scale
Typical Client Size Revenue < $1M Revenue $1M - $5M Revenue > $5M
Month End Close ✔ ✔ ✔
Financial Statements ✔ ✔ ✔
Meeting Schedule Up to 1x / Month Up to 2x / Month Up to 6x / Month
Company Wide KPIs ✖ ✔ ✔
Overview of AR and AP processes ✖ ✔ ✔
Budgeting ✖ ✖ ✔
Cash flow forecasts ✖ ✖ ✔
Long term forecasting ✖ ✖ ✔
Project/Department Reporting ✖ ✖ ✔


A-la-Carte Services

Any of our A-la-Carte services can be added to any of our above accounting packages including:

  • Tax Preparation

    Our comprehensive tax services are designed to navigate the complexities of tax planning and compliance for both businesses and individuals. We understand that effective tax management is crucial for financial efficiency and legal compliance. Our goal is to optimize your tax position while ensuring adherence to ever-changing tax laws and regulations.


    Business Tax

    • S-Corps
    • C- Corps
    • Partnerships

    -Individual Tax

    • For the business owners we work with

  • Additional Services:

    • Payroll Processing Advisory

    • Weekly AP Management 

    • AR Invoicing

    • Spend Management

    • 1099 Compliance

    • Audit Assistance
Schedule a Discovery Call
Briefcase

Foundation

We keep your books accurate, organized, and up to date. Foundation focuses on recording what’s happened so you have clean financials you can trust and a solid base to build on.

Starting at

$500 per month

Target

Growth

We go beyond the numbers to explain what they mean. Growth adds analysis, reporting, and context so you understand what’s driving results and can run your business with clarity.

Starting at

$1,500 per month

Diamond

Scale

We help you plan and make decisions for the future. Scale is a customized, strategic partnership focused on forecasting, planning, and long-term financial direction as your business grows.

Starting at

$2,500+ per month