Ongoing Support for Your Business

Running a business is complicated. We provide the monthly bookkeeping, financial reporting, and strategic support you need to stay on top of your numbers and grow with confidence.

You’re a small business owner who needs more than annual tax filing. You want a partner who keeps your books clean, your financials organized, and your business on track throughout the year.

Maybe you’re spending too much time on bookkeeping and not enough on your business. Maybe your books are a mess and you’re not sure where you stand financially. Maybe you’re ready to grow but need better data and accountability to get there.

We can help.

Our Monthly Packages

Business packages start at $250/month and is priced based on size of the company.

Foundation

The essentials for business owners who need reliable bookkeeping and clean financials.

Includes: Monthly bookkeeping, financial reporting and delivery, year-end book preparation, annual book review meeting, quarterly tax savings newsletter, unlimited bookkeeping support, and a 30% discount on tax return preparation.

Operations

For business owners who need bookkeeping plus payroll, cash flow visibility, and more hands-on support.

Includes: Everything in Foundation, plus payroll and 1099 filings, quarterly book review meetings, bi-annual cash flow projections, and a 45% discount on tax return preparation.

Value Accelerator

For business owners focused on growth who want strategic coaching, accountability, and a clear plan to increase profitability.

Includes: Annual business value assessment, value range benchmarking, value gap and profit gap analysis, recasted financials, business success plan, KPI scorecard, 90-day action plan, quarterly BSP review meetings, and quarterly milestones and action updates.

How It Works

Step 1

Discovery Call
We learn about your business, your current bookkeeping situation, and what kind of support you need.

Step 2

Onboarding
We get access to your accounts, clean up any backlog, and set up your systems for ongoing reporting.

Step 3

Monthly Partnership
You get consistent bookkeeping, regular reporting, and a team that knows your business inside and out.

Questions?

Do I need to be a tax client to use these services?

No, but many of our business services clients also work with us for tax planning and preparation. The combination means your books, tax strategy, and filings are coordinated by a single team.

What if my books are a mess?

We can help. We’ll assess what needs to be cleaned up during onboarding and get you caught up before starting monthly services.

Is the Value Accelerator right for me?

Value Accelerator is for business owners who want to grow strategically, not just keep the books clean. If you’re focused on increasing profitability, understanding your business value, and having accountability for hitting your goals, it’s a good fit.