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
Starting at $500/month
Accounting is the basis for your financial statements, tax returns, and decision-making. We offer monthly packages with flat rate fees which includes quarterly review
We’ll close your books and prepare timely and accurate financial statements each month.
Accounting Transactions Entry
Chart of Accounts Set Up and Organized as Needed
Monthly Reconciliations
Month-End Close Entries
Unaudited Financial Statements
Unlimited Phone and Email Support
Quarterly Meetings
* If there is clean-up work to be done, it will be a separate cost.
CFO Services
Starting at $2500/month
*Does not include accounting services
Budgeting
Cash Management
Monthly financial & Cost Analysis
Financial Forecasting
Industry benchmarking
Assistance win obtaining financing from banks
12-Month Forecasting
Customized Management Reports
Annual Planning Session with Action Plan
Key Performance Indicator Tracking
Cash Flow Reporting
Project Performance by Department
Tax Planning
Starting at $6000
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. Includes one business return and one basic personal return.
Business and Real Estate Investment Financial Analysis
Starting At $2500
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.