Our Services
Strategic Solutions for Finance and Compliance
Our Services
Strategic Financial Services for Smarter Business Decisions
Grant tracking, cost allocations Application-ready financial reporting
Choose Package
Transparent Pricing with No Hidden Fees
Standard
$
Includes
- Monthly Book Closing
- Bank & Credit Card Reconciliation
- Financial Statements (P&L, BS, CF)
Plus
$
Features
- Monthly Book Closing
- Bank & Credit Card Reconciliation
- Financial Statements (P&L, BS, CF)
- Payroll Processing
- Tax Planning (Quarterly)
Premium
$
Features
- Everything in Plus
- Monthly Budgeting & Analysis
- Budget-to-Actual Reporting
- Strategic Dashboards (Forecasting)
- Quarterly Strategy Sessions
- Financing Advice (Grant/Debt)
More About Packages
Learn More About Our Packages
“Close & Comply” Best for: Startups, small clinics, and solopreneurs looking for dependable month-end financials without the overhead.
Includes:
- Monthly Book Closing
- Bank & Credit Card Reconciliation
- Core Financial Statements:
- Profit & Loss (Income Statement)
- Balance Sheet
- Statement of Cash Flows
- General Ledger Review
- Client Portal Access (via Keeper or QBO)
Â
Add-ons available:
1099 preparation, QuickBooks Clean-up, Audit prep file, Sales Tax Filing
“Payroll & Planning” Best for: LLCs and healthcare providers with employees, looking to manage compliance, basic tax planning, and payroll processing.
Everything in Standard, plus:
- Payroll Processing (via Gusto, ADP, or QBO Payroll):
- Monthly/biweekly payroll runs - Tax filings (941, 940, state) - Year-end W-2s and 1099s - Basic Tax Planning: - Entity-specific tax minimization strategy
- Quarterly tax exposure estimates - Annual tax return projection - Annual Chart of Accounts Review
Add-ons available:
S-Corp reasonable salary analysis, IRS Installment Agreement support
“CFO Lite” Best for: Growing businesses ready to scale, manage budgets, and prepare for lending, investment, or strategic decision-making.
Everything in Plus, plus:
- Full FP&A Support:
- Monthly Budget Preparation
- Budget-to-Actual Analysis with variance commentary
- Cash Flow Forecasting (30/60/90-day horizon)
- Strategic Dashboard Reports:
- KPI metrics tailored to industry - Client Acquisition/Retention metrics
- Operational efficiency tracking - Quarterly Strategy Sessions (Zoom or in-person)
- Lender/Grant-Ready Reporting Packets:
- Narrative summaries, ratio analysis, and projections
Â
Add-ons available:
Investor decks, business valuation support, due diligence assistance
