We provide professional-grade bookkeeping, U.S. tax preparation, and consulting services- all at your fingertips! All of our packages can be customized to your specific business needs.
Online EssentialsFor new sole proprietors and freelancers
- Your Own Dedicated Accountant
- Training for Your New Accounting Platform
- Free Access to the Platform Best Suited For Your Needs*
- Up to 30 Transactions Reconciled
- Invoices and Expenses
- Access to a Secure Client Portal
- Consistent Management Reports
Cloud AccountantFor small businesses
- Everything in “Online Essentials,” PLUS:
- Annual Business Tax Return Preparation and Filing**
- Up to 100 Transactions Reconciled
- Payroll for up to 3 Employees
- Complimentary Subscription to an Expense Tracking App
- Up to 1.5 Hours per Month of CPA Consulting
- Customized Account Set-up
Digital CFOFor the more complex SMB
- Everything in “Cloud Accountant’” PLUS:
- On-Demand, Year-Round Consulting
- Annual SWOT Analysis
- Up to 200 Transactions Reconciled
- Payroll for up to 10 Employees
- Business Plan Assistance
- Proactive CPA Insight
All packages are prepaid semi-annually.
Transfer between two accounting platforms
Business entity tax consulting
* Potential platforms include QuickBooks Online, Wave Apps, and Xero
** Schedule C, Partnership, S Corporation, or Limited Liability Company (LLC)
Guaranteed to make your life easier!
If you are not completely satisfied after 45 days any of using our accounting services above, we will refund you 100% of our fee! That’s how sure we are that you’ll love our bookkeeping services!