No Hourly Rates.

No Surprises.

We’ve completely done away with outdated hourly billing in favor of a transparent, flat-rate subscription model. This means you get predictable monthly pricing with zero surprise fees, allowing us to focus entirely on delivering high-level financial value rather than watching the clock.

It’s predictable, it’s professional, and it’s the smarter way to do business.

Services

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Core Precision

We modernize your back office. Transaction coding, monthly financial statements backed by professional review.

  • Up to 2-3 bank/credit card accounts reconciled monthly.

  • Expense categorization and digital receipt management integrations.

  • Monthly delivery of accurate Profit & Loss Statements and Balance Sheets.

  • Email and portal-based support.

$450.00 every month
Tax-Ready Growth

Don't wait until April to find out how your business performed. We maintain your books with an active tax perspective, ensuring your data is perfectly structured for optimized tax filings.

  • Everything in Tier 1, plus higher transaction volume support.

  • The Tax Shield Review: Ongoing tracking of nondeductible expenses, shareholder distributions/draws, and capital account tracking to eliminate year-end cleanup to save you money come tax time.

  • Extended Chart of Accounts customization mapped specifically to tax lines (e.g., maximizing deductions, tracking tax-exempt items).

  • Quarterly 30-minute financial review call to look at performance and trends.

  • Seamless, year-end handoff package directly to your tax professional

$700.00 every month
Strategic Advisor

Modern workflows, tax-basis reporting, and strategic corporate financial insight to help you scale.

  • Everything in Tier 1 and Tier 2.

  • Multi-entity or complex partnership capital tracking (handling complex basis adjustments or partner capital accounts dynamically).

  • Monthly video strategy sessions reviewing key performance indicators (KPIs) and cash flow trends.

  • Priority support with accelerated response times.

$1,200.00 every month

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Free Consultation

Every business is unique—we’ll help you choose or customize the right tier for your goals. Expect a response within 24 hours to book your free discovery call.