Our Basic Plan is designed to give you peace of mind, ensuring your business and finances are in expert hands. Here's what it includes:

• Year-End Financial Statements: Professional preparation and review for a clear financial overview.

• Tax Preparation & Filing: Seamless and accurate tax handling for your business and personal needs.

• Personal Tax Integration: Tailored solutions to align your personal and business finances.

Additionally, you’ll benefit from:

• Accurate Bookkeeping: Reliable record-keeping to keep your financials on track.

• Detailed Reporting: Insights and analysis to guide informed decisions.

• Timely Communication: Prompt and proactive updates to keep you in the loop.

• Compliance Services: Assurance that your business stays compliant with all regulations.

Let us handle the essentials so you can focus on growing your business.

Take your business to the next level with our Intermediate Plan. This option builds on the foundational support of our Basic Plan while providing additional tools to help you map out milestones, execute strategies, and stay on track.

Here’s what’s included:

• Annual Review of Business Goals: A comprehensive evaluation to refine and align your objectives.

• Budgeting Support: Expert guidance to create and manage a budget that drives success.

• Quarterly Reviews: Regular check-ins to assess progress and make adjustments as needed.

• Financial Literacy Education: Empower yourself with the knowledge to understand and navigate your financial landscape.

With our Intermediate Plan, you’ll gain a clearer understanding of your business’s trajectory, enabling you to make informed decisions and achieve your goals with confidence.

For businesses ready to go beyond the basics, our Advanced Plan offers a comprehensive solution designed to replace the need for an in-house CFO with a full-service virtual CFO experience. Take your business further and achieve more than you imagined possible with this premium option.

In addition to all the benefits of our Basic and Intermediate Plans, the Advanced Plan includes:

• Virtual CFO Experience: Expert financial leadership without the overhead of an in-house CFO.

• Cash Flow Projections: Gain clarity and control over your financial future with detailed forecasting.

• Strategic Growth & Expansion Planning: Tailored strategies to scale your business and seize new opportunities.

• Quarterly Budgeting & Goal Setting: Ongoing support to refine budgets and define actionable milestones.

• Audit Preparation: Ensure your business is audit-ready with professional guidance and support.

Elevate your business with a plan that combines strategic insight, expert analysis, and hands-on support to drive success.