Services
Discover what we offer to serve you with the best in the market.
Individual Income Tax Services:
Simplify tax season with our expert individual income tax preparation and planning services. We ensure accuracy, maximize refunds, and minimize liabilities while providing peace of mind.
Essential Bookkeeping
Effortlessly maintain accurate financial records with our comprehensive bookkeeping solutions, tailored to streamline your operations and keep your business organized.
STARTING AT $200/MO
This is for you if:
- You want accurate and consistent financial records.
- You’re looking for basic bookkeeping services to keep your business organized.
What's Included?
- Account Reconciliations
- Financial Reports (Profit and Loss Statement, Balance Sheet Statement)
Strategic Accounting
Elevate your financial management with comprehensive accounting solutions tailored for both small businesses and nonprofits. Our services provide advanced insights to help you make informed decisions, optimize performance, and maintain compliance with confidence.
STARTING AT $800/MO
This is for you if:
- You need advanced financial tools and strategies for your growing business or nonprofit.
- You seek actionable insights from your financial data to drive smarter decisions.
- You want to track functional expenses (nonprofits) or job/project costs (for-profits) efficiently.
What's Included?
- QuickBooks Online File Diagnostic
- Account Reconciliations.
- Functional Expense Tracking (for nonprofits)
- Job Costing (for for-profits)
- Budget-to-Actual Reporting
- Monthly Financial Meetings
Nonprofit Accounting
Simplify and optimize financial operations for your nonprofit with our tailored accounting services, designed to ensure compliance, transparency, and effective grant management.
STARTING AT $1,500/MO
This is for you if:
- You manage a nonprofit organization and require specialized financial expertise.
- You need to maintain compliance and transparency in your financial operations.
What's Included?
- Functional Expense Tracking
- Account Reconciliations.
- Grant Management & Reporting
- Budget-to-Actual Analysis
- Monthly Financial Reporting
- Payroll Services
Controller Services
Enhance your organization’s financial stability and operational efficiency. Our expert controllership services help mitigate risks, strengthen financial management, and support your mission.
STARTING AT $3,000/MO
This is for you if:
- Your accounting needs are becoming complex and require professional oversight.
- You need support for grants, audits, and cash flow management.
What's Included?
- Everything in Strategic Accounting
- Cash Flow Management
- Grant Management & Reporting
- Payroll Services
- 1099 Filing
- Audit Prep & Support
Fractional CFO Services
Empower your organization to thrive strategically with our CFO services. We provide financial leadership to help you maximize impact, achieve growth, and sustain your financial goals.
STARTING AT $5,000/MO
This is for you if:
- Your organization needs strategic financial leadership.
- You want to partner with an experienced CFO to drive growth and sustainability.
What's Included?
- Everything in Strategic Accounting & Controller Services
- Accounts Receivable Support
- Accounts Payable Support
- Annual Budget Prep & Support
- Weekly Virtual Meetings
- Bill Pay Services
Precision Tax Solutions
Simplify tax season with our expert individual income tax preparation and planning services. We ensure accuracy, maximize refunds, and minimize liabilities while providing peace of mind.
STARTING AT $100
This is for you if:
- You want hassle-free and accurate tax filing
- You need personalized tax planning and advice.
What's Included?
- Preparation of federal and state income tax returns
- Income and Deduction Review
- E-filing for faster processing and refunds
- Tax Planning and Advice