What We Do

Forward Thinking,
Future Progress

We’re here to help you take back control and grow your business.

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Bookkeeping & Accounting

We provide a fundamentally sound financial system to better manage your business operations, which includes accurate and timely financial reports to help run your business better.

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Payroll
Processing

Looking for full-service “hassle-free” payroll and local customer service using the latest technology? Need more than just payroll, like timekeeping, scheduling, HR and mobile support? Ready, set, grow!

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Tax Planning & Preparation

Every small business needs a tax plan to take advantage of the changing tax laws. We customize a strategy for you to save tax dollars while complying with changing tax laws. You benefit with peace of mind knowing things are handled properly.

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Business
Advice

Our strategy meetings are designed to help you move from where you are, to where you want to be. We listen, engage, and act with you on a custom plan for your business. We give advice to help guide you, while you focus on your business.

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Technology & Systems

Technology can be useful, but complex. We implement an easy to follow system using the latest apps and technology so that you have the convenience of the information you need, when you need it. This results in time savings and eliminates frustration.

Pricing That Fits Your Budget.
Service that helps you hit your goals.

Essentials

$535/Month

  • Quickbooks Online (QBO)

    QuickBooks Online subscription included with service.
  • Onboarding Strategy Sessions

    Initial Business Strategy Sessions designed to help meet your goals, get you organized and on the right track.
  • Monthly Financial Reporting

    Timely, accurate Financial Statements to help you manage your business, make better decisions and plan your future.
  • Business Compliance

    Year-End business federal and state income tax returns included with service.
  • Semi-Annual Tax Planning

    Take advantage of tax planning opportunities, plan your cash flow and make timely and accurate tax payments.
  • Business Guidance

    Spot trends in your financials and take advantage of opportunities. Our team is proactive and available to assist you.
 

Optional

Payroll (1-7 employees)
+ $95/month

- Most Popular -

Growth

$760/Month

Everything from Essentials, plus:

  • QBO Advanced Systems Integration

    A collaborative accounting system to meet your needs.
    • QBO Accounts Receivable

      We assist in setup of Invoicing and billing your customers, collecting payments, and posting to your accounting system.
    • QBO Accounts Payable

      We assist in setup of a system for paying your vendors and maintenance of accounts payable.
    • QBO Inventory

      Need help with set-up and tracking of inventory items, and filing monthly sales tax returns? We are here to help!

Optional

Payroll (8-15 employees)
+ $145/month

Enterprise

Custom Quote Starting
$2540/Month

Everything from Essentials
& Growth, plus:

  • Fractional CFO Services

    Senior level financial expertise for cash management, budgeting, accounting systems and controls.
  • Monthly Strategy Sessions

Payroll Included

Each package will have a one-time Onboarding fee of $750 to $1500

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The best thing about owning your own business is the freedom to be your own boss, but many business owners end up being overworked because they try to do everything themselves.

A growing business needs fundamentally sound books. Let us keep your books organized so you can focus on serving your customers.

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Save Time

Have time to do what needs to be done to grow your business.

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Save Money

Become more efficient and improve your bottom line.

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Have Peace of Mind

Know that your business is compliant.