Accounting / Bookkeeping

Discover our different accounting service packages designed for businesses of all sizes. Each one of our packages delivers high-quality financials completed by a CPA and offers different levels of support in the disciplines of strategy, growth planning and cash management.

Accurate Bookkeeping

We take care of your day-to-day bookkeeping work so your records stay accurate, organized, and up to date.

Tax Preparation & Filing

We handle tax filings and compliance requirements so you can stay on track and avoid unnecessary stress.

Financial Reporting

Receive clear financial reports and performance insights that help you make informed decisions with confidence.

Strategic Advisory

Get practical guidance on planning, cash flow, and decision-making so your business can move forward with clarity.

Our Accounting Packages

Essential Foundation

Core

Ideal for businesses that need clean books, compliant filings, and a dependable accounting foundation.

Standard financial close
Expense management + mobile app
Sales tax filing
Document storage
Standard reports
Quarterly statements
Annual financial review
Year-end tax support
Client portal + COA redesign
Guided cash flow template

Choose Core

Proactive Growth

Business+

Built for growing teams that want proactive support, sharper reporting, and more day-to-day finance help.

Everything in Core
Priority close
Monthly statements
Monthly review by email/video
Annual growth plan
Quarterly growth tracking
Quarterly cash flow + CFO support
Client portal + COA redesign
Guided cash flow template

Choose Business+

Strategic CPA Advisor

Enterprise

High-level strategy and dedicated support for organizations that need deeper insight and hands-on advisory.

Everything in Business
Expedited close
Bill pay + payroll admin
Monthly statements + monthly review meeting
Reach reporting
Schedules & reconciliations
Dedicated accounting resource
Inbox + audit support
KPI reporting + custom dashboards
Monthly cash flow, CFO, and growth tracking
Management support
Custom cash flow model.

Contact for Enterprise Quote

Our Methodology

Understanding Your Data

We take the time to review your business, asking questions about current processes, flow of data and identify any risks. We are not a plug and play solution. We are a catered service and we provide a personal touch.

Design & Build

Our experience in scaling various businesses enables us to scale your finance function while maintaining compliance with local regulations.

Leverage Technology

We leverage cutting-edge technology like cloud-based software and real-time analytics to streamline processes, enhance accuracy, and provide actionable insights for improved financial results.

Arm You With Information

This is where we shine. We provide you with the tools to understand the performance of your business and empower you to make impactful business decisions.

Fixed Pricing

Our focus is on quality and not billable hours. We care about your business so you pay for our services, not for our time.

High Quality Financials

We stand by our methodology. We go the extra mile to make sure you feel that you have an accountant on your team and not an outsourced service.