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Our Monthly Packages
We offer a variety of customized product and service packages for effective financial management of your business activities.
Bronze
Bookkeeping
Personal Tax Prep
24/7 Email Support
Xero or QBO Subscription
Quarterly Management Reporting
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Gold
Silver Features +
Quarterly & Annual Tax Prep
Payroll Management
Monthly Video Conference/Meeting
Weekly Financial Briefs
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Silver
Bronze Features +
Business Tax Prep
Payroll Setup
Quarterly Video Conference/Meeting
Monthly Reporting
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Platinum
Gold Features +
Tax Prep and Audit Prep
Virtual CFO Support
Real-Time Daily Financial "At a Glance" Access w/Summary Reports
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