Business Service Packages

Our structured service tiers are built to provide the right level of accounting and tax expertise as your business evolves. Because every business grows differently, each tier is designed to meet you exactly where you are. With transparent flat‑fee pricing and dependable CPA support, every package delivers clarity, consistency, and confidence in the services you receive

Foundation Tier

For start‑ups and small businesses building their financial foundation

- Monthly bookkeeping (Reconciliations)

- Annual Federal and State business tax prep and filing

- Quarterly estimated tax calculations

- Basic email support

Growth Tier (Most Popular)

For fast‑growing small businesses ready to level up their financial support

- Everything in Foundation Tier

- More frequent bookkeeping (Bi-weekly/ Monthly closes)

- Monthly financial review

- Proactive quarterly tax planning and estimates
- Priority email/ phone support

Elite Tier
For businesses with complex needs, higher transaction volume, and a desire for more hands‑on support

- Everything in Growth Tier

- Higher-volume bookkeeping services

- Monthly strategic call (30-45 min: profitability analysis, forecasting)

- Year-round advanced tax optimization (Entity review, strategies)

- Cash flow forecasting & budgeting support

- Dedicated contact + priority response