our services

  • Tax Planning

    Tax planning is like looking ahead to help you prepare for tax time, whether you're managing personal or business taxes. We analyze your current tax situation and figure out a strategy. It's all about finding ways to pay less to the tax man by taking full advantage of available tax benefits and options. We do in-depth research and analysis to make sure you're making the most of what's out there for you.

    Includes:

    Personalized tax strategy | Tax-loss harvesting | Estate Planning

    Investment:

    $1,200-$8,000

  • Tax Preparation (Seasonal)

    Tax preparation is all about making tax time a breeze for you, whether you're a business owner or an individual. We handle all the nitty-gritty details of gathering and organizing your financial information. For businesses, we sort through income, expenses, and deductions. For individuals, we make sure your forms are in order, finding every credit and deduction you're eligible for. Our goal is to ensure you're fully compliant and get the best possible outcome when it's time to file your taxes, making the process smooth and stress-free.

    Includes:

    Documentation Review | Expert Tax Preparation | Easy Filing

    Investment:

    $375-$5,000

  • Bookkeeping

    Our ongoing bookkeeping service is tailored for small businesses, ensuring your financial health stays strong. We offer continuous support with regular one-on-one sessions to keep your books in order. Our package includes monthly financial forecasting, where we help you plan ahead. We also conduct thorough cost and benefit analyses, providing detailed profit and loss statements and balance sheets. With our dedicated support, you'll have a clear view of your business's financial picture, allowing you to make informed decisions and thrive.

    Includes:

    Weekly 1:1 Calls | Financial Forecasting | Cost & Benefit Analysis

    Investment:

    $300-$2,000 per month

  • Fractional CFO Services

    Launched in Spring 2024, our Fractional CFO services cater to businesses seeking expert financial guidance without the commitment of a full-time CFO. Our suite of services includes managing account receivables, conducting cost-benefit analyses, and providing comprehensive profit and loss statements. We specialize in strategic tax planning and implementing advanced accounting systems. Additionally, we navigate financial audits seamlessly and offer tailored advice to leadership teams on financial matters. Our goal is to develop actionable plans to address financial challenges and optimize your company's financial performance, ensuring sustainable growth and success.

    Investment: Starting at $3,000 per month