Four packages built around what you actually need, not a one-size-fits-all accounting solution.
A Path for Every Stage of Growth.
service Packages
The Foundation
Launch Session
Includes:
✓ Initial Assessment Call
✓ Two Working Sessions
✓ Tax Planning Roadmap
✓ Personalized Startup Checklist
This is for you if you are just getting started and you want to make sure you are set up for success.
One-Time Investment- $500
Stress-free financials
Relief Package
Includes:
✓ Monthly Financial Statements in QBO
✓ Annual Tax Return Preparation
✓ Email Support
✓ CPA Access
This is for you if you are ready to remove the financial stress and get CPA access year-round.
Starting at - $350 per month
*Book a call for specific pricing for your business.
Proactive partnership
Balance Package
Includes Everything in the Relief Package Plus:
✓ Quarterly Wellness Meeting
✓ Profitability Review
✓ Quarterly Tax Planning
✓ Cash Flow Management
✓ Goal Alignment
This is for business owners who want a clear future and are focused on where the business is headed.
Starting at- $500 per month
*Book a call for specific pricing for your business.
Tax Strategy & Advisory
Thrive Package
Includes Everything in the Balance Package Plus:
✓ Monthly Wellness Meetings
✓ Financial Forecasting
✓ Strategic Advisory & System Building
✓ Growth Planning
✓ Business Consulting
✓ Unlimited Strategy Access
This is for business owners who need more hands-on support with their monthly operations.
BOOK A CALL FOR CUSTOM PRICING
Frequently asked questions
We completely understand that your needs don't always fit neatly into a box. Accounting solutions are personal, and every business is different! If something comes up outside of your package, like sales tax filings, an S-Corp election, payroll setup, or a taxability question, we'll provide a separate quote for that service. Some of these are one-time projects that only happen once in the life of your business, and we're happy to help you work through them. We'll always be upfront about pricing before we begin so there are no surprises.
What happens if I need something outside my package?
What accounting software do you use? Will you work in Wave, Xero, or QuickBooks Desktop?
We want to be a true partner in your business, not someone you hear from once a year. We've found that we can only give meaningful advice when we understand your numbers from start to finish, month to month. Having the full picture is what allows us to give guidance that actually moves your business forward.
If you're looking for tax preparation only, we're happy to refer you to a trusted partner who can help.
I do my own bookkeeping and only need someone to file my tax return. Can you help?
We work with a wide range of small business owners in the health, wellness, and beauty space, but we don't limit ourselves to a specific industry. What we've found is that the best fit isn't about what you do, it's about how you think. Our clients take a holistic approach to their business, value a true partnership with their CPA, and want more than just someone to run the numbers. If that sounds like you, we'd love to connect.
