Each subscription is a monthly fee that can be customized to fit your needs.
Monthly Bookkeeping, Monthly Financial Statements, and Quarterly Advisory meetings
All services above plus quarterly tax reduction and planning meetings and monthly advisory meetings, and one business tax return
All services above plus budgeting and cash flow projections, quarterly board package, and strategic planning meetings quarterly.
Let us customize a monthly subscription package that specifically meets your needs and can be adjusted as you grow
We Offer the following other virtual services that can be customized to your situation.
Form 1040 and one state, rental properties, investments
Form 1120, 1120S, or 1065 with one state
Full service payroll, federal & state filings, W2/1099 preparation, direct deposit
Form and register your new LLC or S Corp with your state and IRS
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