Forward Thinking,
Future Progress
We’re here to help you take back control and grow your business.
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.
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!
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.
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.
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
$540/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
$765/Month
Everything from Essentials, plus:
- 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 Mobile App
You can more easily keep track of business expenses (Mileage, Credit Card Expenditures) that result in tax savings.
- QBO Accounts Receivable
- Monthly Sales Tax Filing
You can be confident that your monthly sales taxes are filed accurately and on time, avoiding unnecessary penalties.
Optional
Payroll (8-15 employees)
+ $145/month
Enterprise
Custom Quote Starting at $1950/Month
Everything from Essentials
& Growth, plus:
- Monthly Strategy Session
You get a guided, hands-on, deep dive into your company's financial operations. - Industry-Specific Software
Integration
You can rest easy knowing that your data is accurate and reports are filed on time with minimal effort. - Multi-State/Location
You can rest easy knowing that your reporting is accurate and filed in a timely fashion, regardless of the jurisdiction. - Job-costing Assistance
We come alongside you to ensure that your numbers are accurate and valuable, increasing your profitability.
Payroll Included
Up to 15 employees
Each package will have a one-time Onboarding fee of $750 to $1500
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.
Save Time
Have time to do what needs to be done to grow your business.
Save Money
Become more efficient and improve your bottom line.
Have Peace of Mind
Know that your business is compliant.