Dedicated Team of 3
Leverage a full dedicated team of 3 financial experts that cover the past, present, and future of your business's financial data.
CFO Led Strategy
Your CFO will analyze your data on a monthly, quarterly, or annual basis and develop proactive strategy, so you can make the right financial decisions.
Account Reconciliations
We reconcile your bank accounts, credit cards and electronic transactions into QuickBooks
Monthly Financial Statements
We prepare your monthly financials by the 20th of each month.
Tax Planning
We proactively plan ahead to make recommendations on the best tax strategies and savings, allowing you to relax.
Tax Preparation
Your business and personal returns are included. We take care of the tax prep and filing for you.
Financial Management
Strategic insights: CFO Strategy, Financial Modeling, Budgeting, and Cash Flow Tracking
Business Advisory
Where should you invest? When should you spend? What should you buy? Avoiding cash flow surprises and tax worries.
Sales Tax Services
$200/state/month
Calculate your monthly price
$250/mo
A monthly option is available and is the same price as biweekly.
Payees
Input the number of payees in your company. Payees are loaded in increments of five.
10
100
Calculate your monthly price
$500/mo
Bills
Input the number of estimated bills. Bills are loaded in increments of ten.
50
200
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