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

Gold

 

 

Silver Features +

Quarterly & Annual Tax Prep

Payroll Management

Monthly Video Conference/Meeting

Weekly Financial Briefs

Silver

 

 

Bronze Features +

Business Tax Prep

Payroll Setup

Quarterly Video Conference/Meeting

Monthly Reporting

Platinum

Gold Features +

Tax Prep and Audit Prep

Virtual CFO Support

Real-Time Daily Financial "At a Glance" Access w/Summary Reports