Flexible Financial Solutions That Grow With You

Transform your business finances with subscription packages designed for your unique needs.

Simplified Success Through

Smart Subscriptions

Running a business is complex enough. That's why we've created scalable financial service packages that evolve as your business grows. Choose the level of support that fits your needs today, with the flexibility to adapt tomorrow.

Tailored Solutions for Every Stage

LEVEL 1

Essential Foundations

Monthly or Quarterly Bookkeeping options
Perfect for businesses establishing solid financial systems
Choose the frequency that matches your business rhythm

LEVEL 2

Enhanced Operations

Build on the essentials with:

Comprehensive sales tax management
Full-service payroll processing
Complete 1099 handling
Mix and match services to fit your needs

LEVEL 3

Strategic Growth

Take full control of your financial future:

Complete tax return preparation
Strategic tax planning
Comprehensive financial oversight
Maximum tax efficiency

Customizable Add-On Services

Fine-tune your package with specialized services:

QuickBooks training and setup
State and local tax compliance
Business registration and structure optimization
IRS representation and audit support
Estate planning solutions
And more to meet your specific needs!

Smart Partnership, Significant Savings

Why hire a full-time bookkeeper when you can have an entire CPA team for less?

Our subscription packages deliver comprehensive financial expertise at half the cost of a single internal employee – without the overhead, training, or management concerns.