Monthly Services

Full Outsourced Accounting Services

Save money, lower your taxes, and stay compliant, all without having to hire additional staff!

Monthly Bookkeeping and Accounting

All of your monthly accounting will be done for you, efficiently and accurately. We’ll categorize your transactions, reconcile your bank accounts, and prepare your financial statements.

Tax Preparation and Filing

You won’t have to worry about getting your personal and business taxes done elsewhere -we’ll take care of it for you right here.

Planning and Advisory

All of your monthly accounting will be done for you, efficiently and accurately. We’ll categorize your transactions, reconcile your bank accounts, and prepare your financial statements.

Premium Customer Service

You’ll get the support and customer service you need (and deserve), as our team is available year-round to answer questions and solve problems.

Why An Outsourced Accountant?

After all, you could hire your own bookkeeper and have someone else do your taxes (or do them yourself)!

  • Save money -even a part-time bookkeeper will cost as much as our services!
  • Accuracy -know your financials are correct
  • Efficiency -you’ll get your financials prepared for you on a monthly basis and not have to ask about them.
  • Lower taxes -are you doing everything possible to lower your tax bill? Are you sure?
  • Stay compliant -you’ll never have to worry about getting in trouble for noncompliance when you hire us
  • Professional Guidance and Advice -Have a pro in your corner!
  • Peace of Mind -No more tax bombs, no more worries about what your profit margin is (or isn’t), no more dreading getting your books and taxes done, no more panic when your spouse asks what the tax bill is going to be when you don’t have a clue.

Choose the Perfect Accounting Plan

Compare our tailored accounting services to find the ideal fit for your small business goals and budget.

Solopreneur/Fledgling Business

Essential accounting services designed to maximize your tax deductions while keeping costs manageable.

$250-400/month


  • Monthly bookkeeping and financial statements
  • Payroll monitoring (if necessary)
  • Annual Strategy Meeting
  • Personal and business tax returns

Small Business

Comprehensive services focused on boosting profitability and optimizing tax strategies for expanding businesses.

$500-$1200/month


  • Monthly bookkeeping and financial statements
  • Payroll monitoring
  • Quarterly Strategy Meetings
  • Personal and business tax returns

Scaling Business

Advanced accounting solutions providing in-depth compliance checks and expert business advisory services for your growing business.

Starting at $1500/month


  • Monthly bookkeeping and financial statements
  • Payroll monitoring
  • Monthly or Weekly Strategy Meetings
  • Personal and business tax returns
  • CFO level guidance
  • Customized KPIs