No Hourly Rates.

No Surprises.

We’ve done away with outdated hourly billing in favor of a flat-rate subscription model.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

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

What We Offer

  • 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.

    $500 per month

  • 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

    $750 per month

  • 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).

    • Payroll processing and review

    • Priority support with accelerated response times.

    Call for Pricing

  • Transform your financial operations with expert accounting system advisory and optimization. We evaluate your current software, streamline workflows, and configure custom integrations to eliminate manual data entry and reporting bottlenecks. Whether you are upgrading your ERP or fine-tuning existing platforms like QuickBooks, Xero, or NetSuite, our team ensures your systems deliver fast, accurate, and actionable financial insights to drive strategic growth.

    Call for Pricing

Our Process

Plan

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

Collaborate

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Purpose

Every project is different. We stay flexible and responsive to make sure the process fits your flow—not the other way around.

Deliver

It’s not just a finished product—it’s a solution you can trust, backed by real care and effort.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.