Fixed-Fee Accounting Packages
Our packaged services include everything needed to keep your books up to date, payroll on track, and taxes filed. Cloud-based solutions allow our firm to get the information we need without interfering in your day-to-day work.
Starter
For sole proprietors & small LLCs
- Monthly bookkeeping
- Bank & credit card reconciliation
- Monthly financial reports
- Estimated tax monitoring
- Annual business tax return
- Email & phone support
Professional
Most popular for growing businesses
- Everything in Starter, plus:
- Payroll administration (Gusto)
- W-2 & 1099 preparation
- Quarterly estimated tax stubs
- Business & personal tax returns
- Dedicated bookkeeper
- Priority support
Enterprise
For established businesses & medical groups
- Everything in Professional, plus:
- Multiple entity management
- Business advisory services
- CFO-level financial analysis
- Annual tax strategy meeting
- IRS correspondence handling
- Direct CPA access
Not Sure Which Package is Right for You?
Schedule a free 30-minute consultation and we’ll help you find the perfect fit for your business and budget.
Schedule Free ConsultationWhat’s Included in Every Package
Monthly Bookkeeping
All checking accounts, lines of credit and credit card accounts are fully reconciled every month. Reports delivered by the 10th.
Dedicated Bookkeeper
You’ll have a dedicated bookkeeper assigned to your account who gets to know your business inside and out.
Year-Round Support
Questions via email or phone are supported at no additional charge throughout the year.