Our Packages

Essentials Package

Best For: Small businesses, startups, and nonprofits that need clearer financial records, tax compliance support, and a solid foundation for growth.

Focus: Laying the groundwork for financial compliance and stability.

What’s Included:

• Monthly bookkeeping (transaction categorization & reconciliation)
• Financial statement preparation (Profit & Loss, Balance Sheet)
• Basic tax preparation (annual business tax return)
• Optional payroll processing
• Cash flow tracking
  
  

Optional Add-Ons:

• Bill payment & accounts payable
• 1099 preparation
• Sales tax filings
• CFO Meetings​

Let's talk

Growth Package ​

Best For: Growing organizations looking to improve cash flow, streamline financial processes, and gain deeper insights for smarter decision-making.
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Focus: Driving growth, improving cash flow, and operational efficiency.

What’s Included:

• Everything in the Essentials Package
• Weekly transaction processing
• Custom financial reports (budget vs. actual, KPI dashboards)
• Tax planning with quarterly estimates​
• Cash flow forecasting
• Dedicated account manager for regular check-ins
  
  

Optional Add-Ons:

• Grant management (for nonprofits)
• Sales pipeline reporting (for scaling businesses)
• Virtual controller services
• Accounts receivable and payable management
• CFO Meetings​

Let's talk

Strategic Partner Package

Best For: Established businesses navigating complex financial decisions, planning for long-term growth, or seeking high-level financial strategy.
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Focus: Strategic planning, profitability, and financial sustainability.
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What’s Included:

• Everything in the Growth Package
• Fractional CFO services (monthly financial strategy sessions)
• Annual budget creation and rolling forecasts
• Advanced tax strategy and planning
• Financial performance analysis
• Custom cash flow planning & scenario analysis
• Board and leadership team presentations
• KPI development & monitoring
  
  

Optional Add-Ons:

• M&A support or capital-raising assistance
• Multi-entity tax planning
• Financial turnaround services
• CFO Meetings
  

Let's talk

Looking for a Customized Package? 

BOOK A CONSULTATION TODAY SO WE CAN ASSESS YOUR NEEDS

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Explore Our Expertise

Accounting Services

Ensure accurate financial reporting with a controller overseeing accounting, handling bookkeeping, payroll, and tasks to free up time for core business activities

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Tax Solutions

Handling your tax needs while providing proactive strategies to minimize liabilities and ensure compliance.

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Fractional CFO Service

Offering high-level financial leadership, guiding strategy, forecasting, and long-term planning.

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Financial Consulting 

Offering consulting support for financial challenges such as budgeting, tax planning, valuation analysis, and more, providing strategic recommendations to help achieve financial goals.

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