Services we offer

Experience luxury with our exceptional accounting and tax services, combining accuracy with elegance. Let us strengthen your finances, ensuring long-term compliance and success.

DIY + CPA Review Package
$275/month

For businesses that manage their own books but want a CPA to ensure accuracy and handle taxes - recommended for soloists with up to $100K in annual revenue.

Includes:

  • Quarterly review of client-prepared books

  • Adjusting entries and error correction

  • Quarterly financial statements

  • Annual business tax return (1120S or Schedule C)

  • Personal tax return (Form 1040 + 1 state)

  • One tax planning session per year

  • Unlimited email support within 2 business days

For solo professionals or new businesses wanting full-service basics - recommended for soloists with $100K+ in annual revenue.

Includes:

  • Monthly bookkeeping

  • Monthly financial statements

  • Annual business tax return

  • Personal tax return (Form 1040 + 1 state)

  • Two tax planning sessions per year

  • Unlimited email support within 2 business days

Starter Package
$450/month

Growth Package
$950/month

Perfect for growing teams with higher transaction volume and payroll needs - recommended for soloists or small team with $200k - $500K in annual revenue.

Includes:

  • Monthly bookkeeping

  • Payroll for up to 5 employees or contractors

  • Monthly financial reports + insights

  • Annual business and personal tax returns

  • Quarterly tax planning and estimated payment guidance

  • Unlimited email support (1 business day response)

Strategic Advisor Package
$2,000/month

For established firms seeking CFO-level guidance and advanced tax strategy - recommended for business owners with $500K - $1M in annual revenue.

Includes:

  • Everything in the Growth Package

  • Monthly virtual CFO meeting

  • Cash flow forecasting + budget development

  • Custom KPI dashboards

  • Year round tax planning

  • Entity structure review and optimization

  • Priority email + phone support

The following services are available on an a la carte basis and are well-suited for individuals or businesses requiring occasional support or seeking to complement their existing service package.

A La Carte Services

Courses

Coming Soon!

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