Pricing Plans

We'll Serve as your
Outsourced Accountant

Sure, we'll do your taxes & bookkeeping, but our real specialty is to come alongside business owners with pro-active, year-round tax planning, bookkeeping & CFO.
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Lowered Taxes

We'll make sure you never overpay in taxes, and build a long term tax mitigation plan for you and your family.

Saved Time & Focus

You and your team can focus on what you do best, and leave the accounting & compliance work to the professionals.

Avoid Mistakes & IRS Problems

Mistakes & audits have massive time, financial and credibility costs. We'll make sure things are done right.

What's Included in Our Outsourced Accounting Service?

We'll handle everything, and end up being one of your best employees.
Cleanup Books & Setup Right

We'll start by setting your accounts up properly, catching them up and laying a perfect foundation to build upon. Get setup properly!

Tax & Accounting Analysis to Find Opportunities

We'll examine your previous tax returns and find opportunities to save in taxes, improve your business and take your operations to the next level.

Create a Comprehensive Tax Reduction Plan

We will dive right in and create a tax reduction plan so that you can mitigate your overall self employment, income and other taxes.

Implement the Tax Plan

There's a huge difference between creating a tax plan and setting everything up so you can utilize the tax savings. We will handle all the hard work so you can enjoy the benefits.

Excellent Monthly Bookkeeping

We do all the bookkeeping so you don't have to. We will keep your books pristine and ensure things are reconciled promptly.

Setup & Run Payroll

We will help you choose and implement the right payroll for your company whether you're a single owner S-corporation, or a large business looking for efficiencies.

Pay In Your Taxes According to the Tax Plan

We will ensure that we pay in your taxes according to the tax reduction plan we create so that you don't have any surprise bills at the end of the year and you know where you are every quarter.

Year End Taxes Made Easy

Because we do the bookkeeping and tax payments throughout the year, alongside your payroll, your year-end tax return is a breeze for us to complete accurately and on time.

Wealth Building Guidance

We will help you and your family build tax efficient wealth and avoid taxes throughout generations. We will help you hit your financial goals and protect against the IRS.

Pricing and Investment:


Per Month
Low level of complexity & simple tax planning for small businesses.
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Year End Tax Returns
Bookkeeping & Payroll
Pro-Active Advice
Tax Reduction Planning


Per Month
For small to medium sized teams with middle level operations.
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Mid levels of employees
Mid levels of accounts & transactions
CFO Level Reporting & Coaching
Mid levels of tax schedules & complexity
Operationally more complex


Per Month
For larger teams and established companies.
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Larger employee force
Higher levels of accounts and transactions
In-depth CFO Meeting & reporting structure
Advanced tax planning & returns
High volumes of transactions, revenue & complexity

We know how to take a business forward.