Services
Accounting is the basis for your financial statements, tax returns, and decision-making. We offer monthly packages with flat rate fees which includes yearly review
Accounting & Bookkeeping Services
We’ll close your books and prepare timely and accurate financial statements each month to inform key business decisions.
CFO Services
Providing advisory services on long-term strategic planning, budgeting, and forecasting.
Tax Preparation
Prepare federal and state income taxes
Tax Planning/Advisory
Develop a proactive strategy to minimize your tax liability and maximize your tax efficiency. Tax planning is not a one-time process. It requires ongoing review, analysis, and adaptation
Real Estate Financial Analysis
Good financial analysis involves determining whether the investment is good or bad—and right for you. We will provide detailed assessments of how future returns will be impacted by current costs and expenses, taxes, loan values/equity, and other factors that can impact your ROIs.
Sample Packages
All services can be purchased individually or as a package
| Services | Silver | Gold | Platinum |
|---|---|---|---|
| Service Type | Reactive | Proactive | Strategic |
| Month End Close | YES | YES | YES |
| Financial Statements | YES | YES | YES |
| Meetings | 1/qtr | min 1x per month | min 4x per month |
| Annual Budgeting and Financial Forecasting | NO | YES | YES |
| Strategic Planning (Fractional CFO) | NO | NO | YES |
| Reports: | |||
| KPIs | NO | NO | YES |
| Quarterly Financial and Cost Analysis | NO | NO | YES |
| Annual Cash Flow Management and Analysis | NO | NO | YES |
| Business Tax Return | Add on | YES | YES |
| Business Tax Planning | Add on | Add on | Add on |
| Individual Tax Return | Add on | Add on | YES |
| Individual Tax Planning | Add on | Add on | Add on |
| Other Business Tax Returns | Add on | Add on | Add on |
| Additional Services Available | |||
| Payroll Processing | Add on | Add on | Add on |
| Yearly Tax Consultations | Add on | Add on | Add on |