Designed for businesses that require a high level of financial oversight, strategic guidance, and hands-on support, our Platinum Package delivers a comprehensive, end-to-end financial management experience. This offering goes beyond traditional book keeping by integrating advanced financial strategy, real-time insights, and dedicated advisory to help you scale with confidence and precision.

What’s Included:

• Everything in the Gold Package

• Dedicated Financial Oversight
  Ongoing, hands-on management of your financial operations with a proactive approach to identifying risks, opportunities, and performance gaps.

• Advanced Financial Reporting & Insights
  Customized reporting tailored to your business, including deeper analysis of trends, profitability, and key performance indicators.

• Priority Support & Advisory Access
  Direct access for questions, guidance, and financial decision support when you need it most.

• Monthly Strategy Sessions
  In-depth reviews focused on performance, opportunities, and actionable next steps to drive business growth.

• Accounts Payable Management
  Track and manage outgoing payments to vendors, ensuring timely and accurate processing.

• Accounts Receivable Management
  Monitor incoming payments, track outstanding invoices, and improve cash flow visibility.

Starting at $1000/ month.

Our tax resolution services are designed to help individuals and businesses navigate complex tax challenges with confidence and discretion. Whether you’re dealing with outstanding tax debt, IRS notices, or compliance issues, we take a structured and strategic approach to resolving your situation efficiently.

We work directly with tax authorities on your behalf to assess your case, explore available resolution options, and negotiate the most favorable outcome possible. Our goal is to reduce your burden, protect your financial standing, and restore peace of mind.

Each case is unique, and engagement fees are tailored based on the complexity and scope of your situation.

Our tax preparation services are designed to provide accuracy, confidence, and strategic advantage for both individuals and businesses. We take a comprehensive approach by carefully reviewing your financial information, identifying opportunities for deduction optimization, and ensuring full compliance with current tax regulations. Beyond filing, we focus on positioning you for stronger financial outcomes while minimizing risk and avoiding costly errors.

Each engagement is tailored based on the scope, complexity, and specific needs of your financial situation to ensure a personalized and high-quality service experience.

Built for businesses that require deeper financial oversight, operational support, and consistent strategic guidance. The Gold Package expands on our core bookkeeping services by incorporating payables, receivables, and more frequent advisory to support growth and cash flow management.

What’s Included:

• Everything in the Silver Package

• Enhanced Financial Oversight
  Continued management of financial statements with greater attention to operational performance and trends.

• Monthly Financial Consultation
  Regular strategy sessions to review financial health, optimize operations, and support business growth.

Starting at $500/month

Designed for growing businesses that need reliable financial structure, ongoing visibility, and expert guidance. Our Silver Package ensures your books are accurate, organized, and aligned for both operational clarity and tax readiness.

What’s Included:

• Transaction Categorization
  All business transactions are accurately categorized to support clean Profit & Loss reporting and seamless tax preparation.

• Account Reconciliation
  Monthly reconciliation of bank and credit card accounts to ensure your records are complete, consistent, and error-free.

• Financial Statement Management
  Preparation and maintenance of key financial reports, including:

  • Profit & Loss Statement

  • Balance Sheet

• Quarterly Financial Consultation
  Strategic check-ins to review performance, identify opportunities, and help guide smarter business decisions.

Starting at $350/ month.

We deliver strategic financial consulting for businesses seeking a deeper understanding of their performance and a clear path forward. By combining financial analysis with practical business insight, we help you optimize cash flow, improve profitability, and make confident, forward-looking decisions. Our approach is collaborative, precise, and focused on delivering measurable outcomes.

Consulting engagements are tailored to the specific scope and complexity of each client’s needs.

Pricing is done on a case by case basis.