Expert Bookkeeping, Payroll, & Tax Solutions for Your Business
Bookkeeping Services
$300/mo
Ideal for single member LLC, sole proprietors, and freelancers who want a streamlined accounting service.
Includes reconciliation of one bank or credit card account each month, as well as all other appropriate accounts
Monthly profit & loss and balance sheet
Essential transaction categorization and review to keep your books audit-ready
Custom solutions available
Intermediate Solutions
$500/mo
Designed for small businesses requiring broader financial oversight and support.
Includes reconciliation of up to two bank or credit card accounts each month, as well as all other appropriate accounts
Monthly profit & loss, balance sheet, custom reports
Invoicing support to help you efficiently track and collect payments from clients.
Custom solutions available
Advanced Solutions
$700/mo
Ideal for small to moderately sized businesses looking for more comprehensive financial support.
Reconciliation of three or more bank or credit card accounts, as well as all other appropriate accounts
Monthly profit & loss, balance sheet, custom reports, any requested reports
Full AP/AR services
W-9 & payment tracking for 1099 reporting
Custom solutions available
Custom Bookkeeping Solutions
$300 - $700/mo
Ideal for any business that needs a customized bookkeeping plan. Including any or all of the above mentioned services.
Bookkeeping Clean Up
$99 for every month behind
Payment is due upfront
QuickBooks Set Up
$100 - $350 flat fee
Fee is based on size and complexity of needs
International Solutions
Specializing in foreign‑owned U.S. LLC/Inc bookkeeping & tax help:
Set up and maintenance of clean QuickBooks Online records
Track multi-currency and cross boarder payments
Reconcile US and foreign bank accounts
Reconcile Stripe, Wise, PayPal (or similar accounts)
Prepare form 5472 & 1120
Stay aligned with U.S. bookkeeping and tax rules while meeting key foreign reporting requirements
Tax Preparation Services
Simple Solutions
Cost: $199
Includes: Form 1040 with W-2 income, or simple Schedule C
Intermediate Solutions
Cost: $299
Includes: 1120-S for single member S Corporations, or multiple Schedule C
Advanced Solutions
Cost: $399
Includes: Form 1120 for C Corporations or Form 1120-S for multi-member S Corporations
Payroll Services
Simple Solutions
$100/mo & $10 per employee
Ideal for: Small businesses, 1-5 employees
Services included:
Payroll processing
Direct deposit
Tax filing
Intermediate Solutions
$200/mo & $10 per employee
Ideal for: Growing businesses, 6-15 employees
Services included:
Payroll processing
Direct deposit
Tax filing
Advanced Solutions
$300/mo & $10 per employee
Ideal for: Complex businesses, 15+ employees
Services included:
Payroll processing
Direct Deposit
Tax filing
Additional Services
Life Insurance & Annuities
1. Term Life Insurance
2. Whole Life Insurance
3. Universal Life Insurance
4. Variable Life Insurance
5. Indexed Universal Life Insurance
6. Final Expense Insurance
7. Fixed Indexed Annuities
Schedule a complimentary consultation
Streamline your financial management by booking an appointment today. Experience precise, efficient, and personalized solutions tailored to your business needs.
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