Services
Featured Packages
Accounting
+ Tax Prep
$2,500
Make your year-end a breeze with this all-in-one package
Includes:
Classifying all business transactions
Performing a detailed review of your financial accounts
Preparing annual tax return
Ideal for Sole Proprietors, LLCs, Partnerships, S and C Corporations
Company
Formation
$350*
Everything you need to start your business
Includes:
Registration in your state of business
Company Operating Agreement
Federal EIN
Beneficial Ownership Form
*Does not include state filing fees. Varies by state.
QuickBooks
Start Plan
$550*
Start tracking income, expenses, and learn how to get the most out of your financial data
Includes:
Company set up on QuickBooks Online
Unlimited one-on-one training sessions + live help
*A QuickBooks Online subscription is required after enrolling
All Services
Accounting
Weekly, Monthly, Quarterly, or Annual Accounting
Fixed Assets Tracking
Loan Balance Tracking
Equity Transactions
Prepared Financial Statements with Disclosures
Tax
Individual Tax Returns
Business Tax Returns
Estates and Trust Tax Returns
Tax Advising and Planning
Entity Selection Comparisons
Consulting
Financial Statement Modeling and Projections
Cash Flow Management and Projections
Unit Economics Analysis
KPI Reporting
Internal Controls