top of page

Assets: Acquire many. Be one.
In any organization, financial management is key to the foundation of progression and longevity.

 

Q (6).png

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 Emplo
yees/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

bottom of page