Business Packages

Not all small businesses need a Chief Financial Officer or even a full-time accountant or bookkeeper, but this doesn’t mean you can’t be strategic about your revenue or that you have to spend hours of your time struggling with it by yourself. My small business services help you to be more intentional in your financial decisions by setting attainable goals, putting those plans into action and determining the most beneficial use of your profits. 

 

 
 
 

Basic business tax return – starts at $645

 
 
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Premium Tax Return Plus Package

For small businesses who need that extra bit of assistance with ongoing financial needs, this package gives you everything you need and nothing you don’t at a price that fits your budget. 

  • Tax Planning + Preparation

  • Monthly Financial Statements

  • IRS Representation


STARTS AT $325 per month

 
 
 
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Elite High Touch Package

For businesses who are looking for a full service financial consultant, this package will help you stay on track and give you the freedom to focus on what you do best. 

  • Tax Planning + Preparation

  • Monthly Financial Statements

  • IRS Representation

  • Cash Flow Projections

  • Business Financial Strategy Planning + Implementation

  • 125 hours of Business Consulting + Administrative Services


STARTS AT $595 per MONTH