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Pricing

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Basic

Small Business

$150-$325

per month

Unlimited Support

Quarterly Coaching Session

Quarterly Bookkeeping Review

Investment Services

 

Professional

Small Business

$375-$850

per month

Unlimited Support

Monthly Coaching Session

Monthly Bookkeeping Review

Investment Services

Monthly Financial Statements & Business Advisory

Year-end Tax Projection & Planning

Outsourced Bookkeeping

 

Basic

Medium Business

$325-$575

per month

Unlimited Support

Quarterly Coaching Session

Quarterly Bookkeeping Review

Investment Services

Professional

Medium Business

$850-$3500

per month

Unlimited Support

Monthly Coaching Session

Monthly Bookkeeping Review

Investment Services

Monthly Financial Statements & Business Advisory

Year-end Tax Projection & Planning

Outsourced Bookkeeping

Every business has unique needs. If a certain package doesn't meet your needs, we will build you one that does. Simple as that.

The new business package is a one time service and fee. Pair this package with one of the ongoing service options that best fits your business: Basic, Classic or Professional.

Hiring

Financial

  • $12 per hour @ 25 hours a week = $300/week
  • Additional Cost: pay roll tax, unemployment, workers comp, insurances, equipment, uniform, ect
  • Additional Cost of Employment Above Wage:

    Part-Time: 18%-23%

    Full-Time: 25%-40%

    Actual Monthly Cost:

    $12 * 25 hours * 20% = $360/week or $1440/month

    Time

  • Advertisement, time cost of internal recruiter, time cost of the person conducting the interviews, drugs screens and background checks, and various pre-employment assessment tests.
  • Hours spent training: The average employee receives 32 hours of training before they are completely productive. After which they typically will require additional help and attention for personal matters.
  • Turnover: It’s only a matter of time before some reason or another the person will leave and you get to start the entire process over again and again and again.
  • Quality of Information

  • This person can enter the information you give them
  • They typically are not accountants and struggle to produce highly useful information to complete analysis or long term planning.
  • They typically can’t advise you on intricate business decisions.
  • If issues arise they are typically the source not the solution.
  • vs

    Outsourcing

    Financial

  • $1000-$1500 per Month
  • No additional cost or drama
  • Time

  • Show us how your system works once, we already know the accounting side.
  • You only have to show us this once
  • We don’t quite, move, get sick, etc.
  • Quality of information

  • We provide you with useful, accurate and timely financial information in order to make critical business decisions.
  • In essence our service provides you with a CFO, accountant, financial planner & bookkeeper.
  • With 30 Years of accounting and business experience, we will be an asset, not a liability.
  •  
    The simplest solution is often the best solution.

    We treat you like a partner, not a number. All of our clients are treated to the highest standard. Whether you are an individual, small, medium or large business we can help.

    Q&A

    Click on the “Get Started” button above and fill in the information.

    Once a month you will see your service investment charged to your credit or debit card or from your bank account.