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Comprehensive financial Services
We offer structured service packages covering business compliance and tax solutions tailored to your needs.
SMALL BUSINESSES AND START-UPS
Business Services Outcome Based Tiers
Essential (Compliance + Stability)
Owners and non-profits who want accurate books and tax compliance
Includes:
- Semi-annual financial statements
- Annual tax return (business)
- Basic email support
- Six-month tax planning meeting (1)
Outcome Promise:
“You stay compliant and understand your numbers.”
Value Anchor:
Peace of mind + audit-ready financials
Suggested Monthly Price Range:
$800 – $2,000/month
(Depends on transaction volume & complexity)
Growth ( Insights + Optimization)
Owners who want improved profitability and tax efficiency.
Includes everything in Essential PLUS:
- Monthly accounting review and troubleshooting
- Quarterly performance review meeting
- KPI dashboard
- Quarterly tax planning
- Cash flow forecasting (rolling 90-day)
- Reasonable comp planning
- Email + limited phone access
Outcome Promise:
“You increase profit and reduce tax surprises.”
Value Anchor:
Improved margins + strategic clarity
Suggested Monthly Price Range:
$2,500 – $5,500/month
Strategic CFO (Transformation + Decision Support)
Owners scaling, hiring, acquiring, or preparing for exit.
Includes everything in Growth PLUS:
- Budget creation + monitoring
- Advanced tax strategy
- Scenario planning
- Profit improvement roadmap
- Customer & Vendor pricing analysis
- Board-level reporting
- Unlimited advisory access
- Quarterly strategy sessions
Outcome Promise:
“You make confident growth decisions and maximize enterprise value.”
Value Anchor:
ROI-driven advisory + strategic partnership
Suggested Monthly Price Range:
$6,000 – $8,000+/month
(Depending on complexity, revenue, and advisory intensity)
Make sure
Tier Separation
| Feature | Essential | Growth | Strategic |
|---|---|---|---|
| Monthly Meetings | ❌ | ✅ | ✅ |
| KPI Dashboard | ❌ | ✅ | ✅ |
| Forecasting | ❌ | ✅ | ✅ |
| Budgeting | ❌ | ❌ | ✅ |
| Scenario Planning | ❌ | ❌ | ✅ |
| Unlimited Advisory | ❌ | ❌ | ✅ |
Tax Only
Tax Packages
Compliance
Includes:
- Tax Consult and Preparation for form 1040 plus 1 state
- Limited investments (no crypto currency or foreign investments)
- Basic remote tax review via email
- Annual Review meeting
Peace of mind
Value Anchor:
Tax compliance
Suggested Monthly Price Range:
$250 – $500+/month
(Depending on complexity)
Advanced
Includes everything in Compliance PLUS:
- Multiple states
- Rental properties (2)
- Expanded investments
- Wholly owned LLC, or sole-proprietorship (1)
- Closely-held business structures (1 owner family business)
- 6-month review meeting
- Limited email support
Strategic tax compliance for complex situations
Suggested Monthly Price Range:
$750 – $1,000+/month
(Depending on complexity)
Premier
Includes everything in Advanced PLUS:
- Extensive business tax returns – corporations, partnerships, LLC’s
- Advanced tax issues – business structure, benefits structuring for 2–10 employees
- Includes operational farming activities
- Small estate and trust tax planning and preparation
- Unlimited email support
Planned growth and future driven vision for life-changes
Suggested Monthly Price Range:
$2,000 – $5,000+/month
(Depending on complexity)
Comparison Table
Tax Comparison Table
| Feature | Compliance | Advanced | Premier |
|---|---|---|---|
| Semi-Annual Meetings | ❌ | ✅ | ✅ |
| Basic Business Tax Returns | ❌ | ✅ | ✅ |
| Tax Planning | ❌ | ✅ | ✅ |
| Business + Tax Advisory | ❌ | ❌ | ✅ |
| Benefits Review | ❌ | ❌ | ✅ |
| Unlimited Email Support | ❌ | ❌ | ✅ |
let's start today
Take control of your financial future
Start your journey with expert guidance and personalized strategies designed to support your long-term financial success.