- Keep your books current, organized, and easier to understand
- Work with a team that understands your business
- Build the foundation for better planning, cleaner decisions, and future growth
- Dedicated expert team
- Monthly bookkeeping and financial statements
- Business & personal tax return
- Annual tax planning and projections
- Annual 1099s, sales tax, and workers’ comp audit support, where applicable
- Basic year-round accounting & tax support
- Understand your financial and tax position throughout the year, not just at tax time
- Spot profit, cash flow, or tax concerns before they become expensive surprises
- Make better decisions around owner pay, estimated taxes, hiring, equipment purchases, and cash flow
- Everything in Business Essentials
- Enhanced tax planning and strategy
- Quarterly financial, tax, profitability, and cash flow review
- Core financial KPI tracking
- Quarterly priorities and decision guidance
- Identify the financial constraints holding back profit, cash flow, scalability, and business value
- Compare performance against meaningful benchmarks and business goals
- Turn financial insights into priorities, accountability, and action.
- Everything in Business Essentials and Premier
- Monthly financial analysis and owner-ready insights
- Financial dashboard and benchmarking
- Six CFO-level strategy meetings per year with priorities and accountability
- HealthScore Assessment and improvement plan
- Accelerator Growth Framework
- Strategic guidance around profit, cash flow, growth, and business value
Add Modern Payroll to Your Plan
Streamline your process, save time, and delight your employees.
Use our calculator as an estimate. For final pricing or large staff size, please contact us. One-time implementation fee of 2x the monthly price applies to your plan.
Time and Attendance tracking for your employees is also available for $4/month per employee. Must purchase in sets of 5.
Payees
Input the number of payees in your company.
Got Accounting Covered?
Premier and Elite advisory plans can stand alone when your compliance work is already covered and your financials are timely, accurate, and reliable. In those cases, we can focus on planning, review, analysis, advisory, and the Accelerator Growth Framework without taking over your day-to-day accounting relationship.
Time Freedom
- We provide compliance support by acting as an extension of your team
- You gain time to pursue your business passion
Money Freedom
- We provide focus & accountability so that you reach your financial goals
- You know the overall status of your business’s financial position
Peace of Mind
- We provide a clear point of contact for all your business questions
- You feel confident in business decisions from expert advice
Frequently Asked Questions
Not necessarily. Premier and Elite may be available as stand-alone planning and advisory relationships when your accounting is already reliable and current.
Premier gives you a proactive quarterly planning and review rhythm. Elite adds deeper monthly analysis, benchmarking, dashboard visibility, CFO-style meetings, and the Accelerator Growth Framework focused on profit, cash flow, and business value improvement.
Start with the level of support you need most. Essentials is for the accounting and tax foundation, Premier is for proactive planning, more complex tax needs, and quarterly performance review, and Elite is for business owners who want to use the numbers to improve profit, cash flow, and long-term value. Book a free discovery call to learn more about what plan fits your needs.
One-Time Investment: $2,500
Financial Foundation Review & Setup
Before we begin monthly services, we perform a comprehensive review of your accounting, tax, reporting, and workflow processes, so recommendations are based on accurate information, not assumptions.
This process allows us to identify issues, prioritize opportunities, and establish a reliable foundation for ongoing support.
This one-time process may include:
- Review of your accounting setup, chart of accounts, and reporting structure
- Review of prior financial statements and tax returns
- Review of payroll, sales tax, 1099, and workers’ comp needs, where applicable
- Setup or refinement of monthly accounting workflows
- Identification of reporting, tax, or process gaps
- Initial recommendations and first 90-day priorities
The goal is to start the relationship with clarity, so your monthly service is organized, useful, and aligned with what your business needs.