Business Service Offering Suite
our Packages
Financial Clarity for Financial Professionals
Solo Advisor
$750/mo-
Business Tax Return
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Personal Tax Return
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Business Bookkeeping – Monthly Reconciliation
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Payroll Services – 1–2 Employees
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State & Local Reporting – Limited
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Business Checkup – Annually
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Business Review – Annually
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Business Time Saving Audit – Annually
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Dedicated CFO – Not Included
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Audit Support – Limited
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Bookkeeping & Payroll Support – Limited
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Federal & State Notice Support – Limited
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Response Time – 5 Days
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Secure Portal & File Storage
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QuickBooks Online
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Tax Organizer
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Tax Document Alerts
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Receipt Storage
Services
Support
Technology
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Growth Advisor
$1,750/mo-
Business Tax Return
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Personal Tax Return
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Business Bookkeeping – Monthly Reconciliation
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Payroll Services – 3–7 Employees
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State & Local Reporting – Limited
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Business Checkup – Quarterly
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Business Review – Quarterly
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Business Time Saving Audit – Quarterly
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Coaching for Your Clients – Up to 1/month
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Coaching for Your Employees – Annually
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Compliance Tracking – Included
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Provider & Carrier Review – Included
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Dedicated CFO – Up to 1 Call/Month
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Audit Support – Unlimited
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Bookkeeping & Payroll Support – Unlimited
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Federal & State Notice Support – Unlimited
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Response Time – 2 Days
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Secure Portal & File Storage
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QuickBooks Online
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QuickBooks Payroll
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Tax Organizer
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Tax Document Alerts
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Receipt Storage
Services
Support
Technology
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Premier Partner
$3,550/mo-
Business Tax Return
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Personal Tax Return
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Business Bookkeeping – Monthly Reconciliation
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Personal Bookkeeping – Quarterly
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Payroll Services – Unlimited
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State & Local Reporting – Unlimited
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Business Checkup – Monthly
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Business Review – Monthly
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Business Time Saving Audit – Monthly
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Coaching for Your Clients – Unlimited
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Coaching for Your Employees – Unlimited
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Compliance Tracking – Unlimited
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Provider & Carrier Review – Unlimited
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Dedicated CFO – Unlimited
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Audit Support – Unlimited
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Bookkeeping & Payroll Support – Unlimited
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Federal & State Notice Support – Unlimited
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Response Time – Same Day
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Secure Portal & File Storage
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QuickBooks Online
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QuickBooks Payroll
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Tax Organizer
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Tax Document Alerts
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Receipt Storage
Services
Support
Technology
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Consulting & Planning
our Packages
Your financial advocate - beyond the numbers
Essential Advisory
$225/moGreat for those wanting a pro behind the scenes to answer their most pressing tax, accounting, and financial questions.
A Finance/Accounting advocate in your back pocket. Access to basic advice, quick answers.
Guided Advisory
$750/moExcellent for those with busy lives seeking guidance and support. More strategic support and professional accountability checks. Structured monthly oversight and targeted advice.
Premier Advisory
$2,550/moPerfect for those who want a professional to strategically plan, assist, and coordinate many aspects of your financial life. Hands-on, proactive guidance and deep analysis.
