Service Packages
We offer three basic service package options that can and should be tailored to fit your specific needs. Please schedule a consultation to discuss these options in detail to determine what would work best for you and your business.
Record, organize, and maintain financial transactions on a regular basis. Critical for accurate financial visibility, tax compliance/audit readiness, fraud prevention/internal controls, and general decision making/cash flow management.
Clients choosing this package receive any necessary federal, state, and local tax return preparation for your business. Individual tax returns can be completed separately as well. Please initiate a consultation by using the form below or simply calling or emailing using the contact information listed below to discuss options.
“Strategic Partner” package. Includes full bookkeeping + tax, plus forward-looking insight, depending on your specific needs and objectives. May include, but not limited to:
Budgeting and forecasting
Profitability analysis & KPI tracking
Cash flow management and optimization
Business modeling and strategic planning
Fractional/Outsourced CFO
Risk Management/Internal Control
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