Transparent Pricing
Scalable Financial Solutions
Select the level of support that aligns with your current operational needs and growth trajectory.
Basic Bookkeeping Setup
Initial foundational setup for newly incorporated businesses and basic ledgers.
CPA Supervised & NDA Protected
Bookkeeping Services
Essential ongoing reconciliation and ledger maintenance for active businesses.
CPA Supervised & NDA Protected
Standard Tax Prep
Accurate tax return preparation for individuals, sole proprietors & Schedule C filers.
CPA Supervised & NDA Protected
Corporate Tax Strategy
Proactive year-round tax mitigation and corporate filings for scaling entities.
CPA Supervised & NDA Protected
Virtual CFO Advisory
Executive-level financial leadership, cash runway modeling, and board reporting.
CPA Supervised & NDA Protected
Enterprise / Loan Strategy
Institutional debt underwriting, SBA loan structuring, and M&A due diligence.
CPA Supervised & NDA Protected
Compare Deliverables Across All 6 Solutions
Detailed side-by-side scope transparency.
| Capability & Scope | Basic Setup | Bookkeeping | Tax Prep | Corp Tax | Virtual CFO | Enterprise |
|---|---|---|---|---|---|---|
| General Ledger & Chart of Accounts Setup | ||||||
| Monthly Bank & Merchant Reconciliations | — | — | ||||
| Annual Tax Return Preparation & E-file | — | — | ||||
| Proactive Quarterly Tax Strategy & Harvesting | — | — | — | |||
| 13-Week Cash Flow & Predictive Runway Modeling | — | — | — | — | ||
| SBA Loan / Commercial Debt Structuring | — | — | — | — | — | |
| Full IRS & State Audit Defense Representation | — | — | — | |||
| Board Presentation & Investor Diligence Decks | — | — | — | — |
AICPA Supervised
Every return CPA-reviewed
Audit Shield Guarantee
100% IRS defense liaison
SOC-2 Vault Security
256-bit encrypted data
Guaranteed 3-Day Close
Speed without accuracy loss
Need a Custom Quote?
Every business is unique. Contact us to design a tailored accounting and advisory package perfectly suited to your operational complexity.