You grow the business.
We crunch the numbers.
Choose your package.
Starter
Average Pricing
$700
per month
Starter
Accounting
• Weekly Bookkeeping
• Monthly Accounting Reconciliation
Tax
• Quarterly Tax Planning
• Tax Execution and Compliance
• Business Taxes
• Owner’s Personal Taxes
Perfect for growing businesses that need accurate books and proactive tax planning every quarter.
Operational
Average Pricing
$2,000
per month
Operational
• Monthly financial statement review
• Compare monthly actuals financials to plan
• Compare YTD numbers to plan
• Accounts payable done for you
Ideal for businesses ready to scale with deeper financial insights and support in day-to-day operations.
Strategic
Average Pricing
$3,000
per month
Strategic
• Identify 5 metrics for key growth areas
• Customized strategy for improving KPIs
• 13-week cash flow projection
• Create annual budget based on last year
• Quarterly forecast
Designed for companies focused on growth, profitability, and strategic financial planning.
Enterprise
Custom
Average Pricing
per month
Enterprise
• Additional help tailored for you and your business
• Can include weekly touch points
• Can include ongoing investment or acquisition planning
• Can include working with your internal team
Built for businesses that need a fully customized, hands-on financial partnership.
Please note: All packages require a minimum $1,000 implementation fee.
M&A Projects
Quality of Earnings Report
You get experts helping you see if that’s the right business to buy. We’ve bought businesses too. This is important for you - we get that.
Starts at $16,000 (One-Time)
Post-Acquisition Success
We fix accounting issues from the seller’s books, help you prevent fraud, and guide you through debt payments and understanding your new financials.
Starts at $2,500 (One-Time)
SBA Financial and 5-Year Forecast
You get a detailed month-by-month 2-year financial plan to help the bank approve your acquisition. For your internal plans, we create a 5-year plan with scenarios to help you succeed and reduce risk.
Starts at $2,000 (One-Time)
Cloud Accounting
Our cloud accounting services use systems for optimizing your back-office functions and giving your valuable back their valuable time.