A Clear Financial Partnership for You - and Your Business
Running a business is hard enough. You shouldn’t also have to be your own chief financial officer, bookkeeper, and tax planner. Our unified financial strategy service is designed for business owners who want simplicity, strategy, and real support—without needing a full-time financial team.
| Included Services | Essentials Starting at $500/mo |
Growth Starting at $750/mo |
Strategic Partner Starting at $1250/mo |
|---|---|---|---|
| Bookkeeping & Reconciliation | ✔️ | ✔️ | ✔️ |
| Quarterly or Monthly Meetings | Quarterly | Monthly | Monthly |
| Tax Strategy & Planning | Quarterly Projections | Included | Included |
| Direct Access via Cell Phone | ✔️ | ✔️ | ✔️ |
| Entity Structuring & Optimization | ✔️ | ✔️ | ✔️ |
| Owner Pay Strategy | ✔️ | ✔️ | ✔️ |
| Business Goal Mapping | ✔️ | ✔️ | ✔️ |
| Contractor vs. Employee Support | ✔️ | ✔️ | ✔️ |
| Cash Flow & Budget Consulting | ✔️ | ✔️ | |
| KPI Dashboard & Review | ✔️ | ✔️ |
Please note: Annual tax compliance filings (such as business tax returns) are priced separately and billed at competitive rates based on complexity. Preparation and filing of 1099s is included as part of your monthly service.