Subscription Based Pricing

Bookkeeping & Advisory

Taxes

Bookkeeping

$995 / month

Peace of Mind

Professional bookkeeping lets you focus on running your business instead of worrying about managing your finances. Knowing that your accounts are in order allows you to confidently make informed decisions.

Clarity on Financial Health

Regular bookkeeping provides clear insights into your financial performance. You’ll have answers to essential questions, such as:
• How much money are we making? Regularly tracking income and expenses helps you understand your profitability and cash flow.
• Are my books “tax return ready?” Keeping accurate records ensures that you are prepared for tax season, reducing the stress and potential for errors.
• How are we performing against our goals? Bookkeeping allows you to measure progress toward your financial goals, helping you identify areas for improvement.

Better Decision-Making

Having a clear picture of your finances enables you to make strategic decisions, allocate resources wisely, and identify profitable opportunities.

Time Savings

Outsourcing bookkeeping frees up valuable time that you can dedicate to growing your business. You won’t have to navigate complex accounting tasks or software on your own.

Compliance and Accuracy

Professional bookkeepers ensure that your financial records comply with regulations and are accurate, minimizing the risk of audits and penalties.

Enhanced Tax Preparation

With organized and up-to-date financial records, tax preparation becomes simpler and more efficient, potentially leading to savings through deductions you may have overlooked.

Financial Planning

Bookkeeping services can assist in creating budgets and forecasts, allowing you to plan and set realistic financial goals.

Key Benefits:

Accounting

$1,575 / month

Enhanced Financial Management

By leveraging both technology and expert guidance, you gain a comprehensive understanding of your financial landscape, empowering you to make informed decisions.

Clarity on Profitabilty

You’ll receive detailed insights into your financial performance, helping you answer critical questions like:
• How much money are we making? Regular analysis of income and expenses provides a clear picture of profitability.
• What are our business’s margins? Understanding your margins helps identify areas for improvement and cost management.

Goal-Oriented Strategies

Advisory services support you in setting and tracking milestones to achieve your objectives, allowing for proactive adjustments:
• What milestones do I need to hit to achieve X goal? With tailored strategies, you can map out the necessary steps to reach your targets.

Performance Monitoring

Stay informed about how your business measures up against established goals:
• How is our business performing against your goal? Regular performance reviews help you identify successes and areas needing attention.

Optimal Payroll Strategies

Expert guidance on payroll can streamline your processes and ensure compliance:
• How should we pay our people? Tailored payroll strategies can enhance employee satisfaction and retention while optimizing costs.

Improved Decision-Making

With access to real-time data and expert advice, you can make more strategic decisions Yearly Financial Roadmap regarding investments, resource allocation, and growth opportunities.

Time and Resource Efficiency

Automated accounting systems reduce manual work, allowing your team to focus on core business activities while benefiting from expert insights.

Customized Solutions

Accounting advisors tailor their services to meet your specific business needs, ensuring that you receive relevant and actionable advice.

Key Benefits:

How much money are we making?
What are our business’s margins?
What milestones do I need to hit to achieve X goal?
How is our business performing against your goal?
How should we pay our people?

Growth

$3,250 / month

Comprehensive Financial Insights

Gain clarity on essential financial metrics, empowering you to answer critical questions:
• How much money are we making? Understand your overall profitability through regular financial reviews.
• What are our business’s margins? Analyze your profit margins to identify strengths and areas for improvement.

Goal Tracking and Performance Evaluation

Stay focused on your objectives and measure your progress:
• What milestones do I need to hit to achieve X goal? Set clear milestones and develop actionable plans to reach them.
• How is our business performing against your goal? Regular performance assessments keep you aligned with your strategic vision.

Payment and Contractor Management

Streamline your payment processes and ensure compliance:
• How should we pay our people? Receive guidance on optimal payroll strategies tailored to your workforce.
• What contractors do I need to give a 1099 to at the end of the year? Ensure compliance with tax regulations and accurate reporting.

Accounts Receivable and Payable Tracking

Stay on top of your cash flow and financial obligations:
• How much money do my customers owe me and how long have they owed it for? Monitor outstanding invoices to manage cash flow effectively.
• How much money do I owe vendors? Keep track of payables to avoid late fees and maintain good vendor relationships.

Competitive Benchmarking

Understand your position in the market:
• How does our business stack up against other businesses like ours? Gain insights into industry standards and identify growth opportunities.

Owner Compensaion Strategies

Determine fair compensation for business owners:
• How much should we pay the owners of the business? Establish competitive and sustainable compensation strategies.

Tax Planning

Plan your tax payments effectively:
• How much money should I pay in taxes throughout the year? Strategize tax payments to minimize liabilities and avoid surprises.

Expense Management

Control and attribute your expenses accurately:
• How do we reimburse employees for out-of-pocket expenses? Implement clear reimbursement policies to ensure employee satisfaction.
• How do we make sure the spending doesn’t get out of control? Establish budgets and monitoring systems to keep spending in check.
• How do we make sure those expenses are attributed to the correct customers? Use detailed tracking systems to allocate expenses accurately, enhancing profitability analysis.
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Key Benefits:

How much money are we making?
What are our business’s margins?
What milestones do I need to hit to achieve X goal?
How is our business performing against your goal?
How should we pay our people?
What contractors do I need to give a 1099 to at the end of the year?
How much money do my customers owe me and how long have they owed it for?
How much money do I owe vendors?
How does our business stack up against other businesses like ours?
How much should we pay the owners of the business?
How much money should I pay in taxes throughout the course of the year?
How do we reimburse employees for out of pocket expenses?
How do we make sure the spending doesn’t get out of control?
How do we make sure those expenses are attributed to the correct customers?

Compliance