KEEP MORE OF WHAT YOU EARN

Tax-smart accounting plans that cut liability, keep books audit-ready, and give you CFO-level clarity without hiring a team. confidence.

Service Flip Cards

Compliance & Confidence

Essential compliance handled correctly with quarterly cadence and zero chaos at year-end.

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What’s Included

  • Quarterly bookkeeping with reconciliations
  • Business return and owner 1040 preparation
  • Quarterly financial statements with concise commentary
  • Year-end tax planning session
  • Up to 10 contractor 1099s
  • Secure portal and responses within 3 business days
  • One scheduled annual review call

Visibility & Advisory

Monthly financial clarity and proactive planning with hands-on guidance and regular check-ins.

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What’s Included

  • Monthly bookkeeping with reconciliations and close
  • Business and owner returns with proactive tax planning
  • Monthly financial reporting with clear, actionable insights
  • Tax projections provided mid-year and year-end
  • Payroll coordination and compliance for up to 10 employees
  • Quarterly advisory calls focused on strategy, profitability, and cash flow
  • Email and Zoom access with responses within 2 business days
  • Access to planning templates, tools, and checklists

Fractional CFO Partnership

CFO-level leadership for established businesses with real-time insights and multi-year strategy.

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What’s Included

  • Advanced bookkeeping and multi-entity consolidations
  • Comprehensive tax strategy and filings for business and owners
  • Custom KPI dashboards and 13-week cash flow forecasting
  • Rolling tax forecasts and multi-year planning
  • Full payroll oversight for larger teams
  • Weekly or biweekly CFO sessions for growth and scenario planning
  • On-demand advisory for financing, expansion, and transactions
  • Priority support with same-day responses during business hours
Professional Offer Section

No Matter the Tier - Your Finances & Taxes, Fully Managed

Enjoy spotless, audit-ready books, accurate tax filings, and crystal-clear financial insight — without lifting a finger. We handle every detail so you can make confident decisions, grow faster, and focus on what you do best.

  • Clean, up-to-date books
    Always accurate and reconciled (Value: $500/mo)
  • Tax filing & compliance
    On-time, accurate, and audit-ready (Value: $1,200/yr)
  • Personalized tax savings plan
    Proactive strategies to reduce taxes (Value: $2,000/yr)
  • Quarterly Financial Health Scorecard
    Clear insights on cash flow, profit, and growth (Value: $600/yr)
  • Direct access to your CPA
    Answers when you need them (Priceless)
Total Value: $6,000+ per year — Included in your plan.
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Let’s Make Your Finances Work for You

Your perfect plan is one call away. Book now and get clarity on your next step.