Accounting Services

Our specialty areas are real estate investors, entrepreneurs, and high-net worth individuals. We work closely with our clients and craft a tailored approach to reach financial goals and minimize tax burdens while staying in compliance.

Depending on the monthly plan you enroll in, we can provide strategic tax plans, tax returns, IRS assistance, and bookkeeping services. During our introductory call, we will assess your needs and recommend an appropriate monthly plan for your unique situation.

We want to be your financial partner for life – we can help you reach your business goals and achieve your dream retirement.

Ways We Can Work Together

Depending on the stage of your business, you can choose from ongoing monthly accounting services or single strategy sessions.

Monthly Services

  • Hindsight (Accountant)

    This level provides the basics necessary to understand what’s happening with the money in your business.

    Includes:

    • Bookkeeping

    • Financial Reporting

    • Quarterly Meetings

    • Chat Support




    Starts at $800/mo

  • Insight (Cash Flow Manager)

    This level provides an enhanced view of cash flow and business performance to help you reach your goals.

    Includes:

    • Everything in Hindsight, PLUS

    • 6 month Cash Flow Forecast

    • 12 month Forecast

    • High level KPI’s (Key Performance Indicators)




    Starts at $1,200/mo

  • Foresight (CFO)

    This level provides a deeper understanding of business and financial performance. (Recommended for rapidly-growing or 1M+ revenue businesses)


    Includes:

    • Everything in Insight, PLUS

    • Up to 3 meetings per month

    • Custom reporting & Dashboard

    • Cash Flow Forecast & 3-Way Forecast

    • Custom KPI’s

    • Benefits planning


    Starts at $3,500/mo

Schedule a Call

Consulting Services

Designed to help you get answers to your questions quickly, one-time sessions give you access to a financial advisor and another set of eyes on your business without having to switch accountants. 

 

One-Hour Strategy Session

In an hour, we can get 1 or 2 of your most important questions answered, like: 

 
 

  • Can you help me with my QuickBooks?

  • Should I pay myself and if so, how much?

  • Is an S-corp right for me? If not now, when?

  • Help me understand my P & L…I don’t know what I’m looking at!

Price: $495