Clear books.
Confident decisions.
Simple as that.
We work with small business owners who are done guessing at their numbers. Whether you need foundational compliance, strategic tax planning, or hands-on CFO-level guidance, our tiered service model is designed to meet you where you are — and grow with you.
All engagements include QBO-based bookkeeping (QBO subscription billed separately). Pricing reflects scope; custom quotes available for complex or multi-entity situations.
Scope of Services
What's Included
- Monthly categorization — up to 150 transactions
- Reconciliation for up to 2 accounts
- Standard P&L + Balance Sheet
- Year-end tax-ready reports
- 1099 filing for up to 3 contractors
- Annual 30-minute review call
- Email support (72-hr response)
Not Included
- Tax prep or advisory
- Custom reporting or payroll
- Sales tax filing
What's Included
- Monthly categorization — up to 300 transactions
- Reconciliation for up to 4 accounts
- Financial statements with quarterly KPI highlights
- Quarterly tax planning call (30 min)
- Sales tax tracking & filing (1 state)
- Year-end CPA-ready file
- 1099 filing for up to 5 contractors
- Email support (48-hr response)
Not Included
- Forecasting or custom dashboards
- Unlimited support
- Real-time advisory
What's Included
- Unlimited transaction categorization
- Reconciliation for up to 6 accounts
- Full financial suite — P&L, Balance Sheet, Cash Flow, KPI dashboard
- Monthly 60-minute strategic advisory call
- Custom cash flow forecast (monthly)
- Owner comp + tax optimization planning
- Annual tax review & CPA coordination
- Slack / Signal / email (same-day response)
- Audit support & documentation readiness
Not Included
- Legal or HR advice
- Multi-entity accounting
- Scope outside defined list
Experience you can count on. Books you can trust.