Assets: Acquire many. Be one.
In any organization, financial management is key to the foundation of progression and longevity.
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Accounting & Bookkeeping
Tax Preparation
Tax Planning & Strategy
Clean Up & Turn Around Management
Bookkeeping & Accounting
Solo-Entrepreneur
$333-$555/month
For:
Simple Tax Planning
Low Level Complexity
1-5 Employees/Contractors
Included:
Bookkeeping Services
Basic Payroll
Insight & Guidance Consulting
Tax Reduction Strategic Planning
Business Tax Preparation (Schedule C or 1120S for S-Corps)
Small Business
$555-$999/ month
​
For:
Mid-Level Strategic Tax Planning
Multiple Accounts
5-20 Employees/Contractors
​
Included:
Bookkeeping Services
Basic Payroll
Insight & Guidance Consulting
Tax Reduction Strategic Planning
Business Tax Preparation (S-Corp, C-Corp, Partnerships/Multi-Member LLC)
Quarterly Development Sessions
Ascending Businesses
Established Businesses Expanding & Elevating
$1,111-$2,333+/month
​
For:
Complex Accounting
Higher Transactions
Outsourced Services
​
Included:
Bookkeeping Services
Payroll Support & Year End Filings
Quarterly Tax Reduction Strategic Planning
Business Tax Preparation (S-Corp, C-Corp, Partnerships/Multi-Member LLC and Sales Tax if applicable)
Monthly Development Sessions
Outsourced Accountant/Development Consultant
Clean Up Services & Turn Around Management
Gather your documents/give us access to your software and we'll sort, organize, categorize and format your financials.
Or
A Quick books account will be created with bank statement csv upload or direct bank sync
$155/month- Software
$225/Month- Bank Statements/Manual