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Are Your Ready to Partner With Us?

Bookkeeping Packages

Foundational

Premium + Strategy

Foundational

✔ Monthly reconciliation (2 accounts)

✔ Monthly reports (P&L, Balance Sheet)

✔ Cloud document storage

✔ 48-hour email support




Ready

Growth-Ready

Premium + Strategy

Foundational

✔ Everything in Foundational, plus:

✔ Monthly 30-min check-in

✔ Class/category tracking

✔ KPI snapshot

✔ Priority 24-hour email support



Ready

Premium + Strategy

Premium + Strategy

Premium + Strategy

✔ Everything in Growth-Ready, plus:

✔ Weekly reconciliations

✔ Cash flow dashboard

✔ Custom chart of accounts

✔ 1:1 Monthly Strategy Call

✔ Full A/P & A/R tracking

✔ Unlimited support

Ready

Services

Finance Reset VIP Day

Business Structure Setup Services

Finance Reset VIP Day

This one-day intensive includes:


  • 90-Minute Financial Audit to uncover gaps in cash flow, structure, and systems
  • A Custom 90-Day Financial Roadmap with revenue targets, cost-saving strategies, and growth benchmarks
  • Dashboard Setup or Optimization for tracking your key numbers with ease
  • A full Entity Structure + Tax Strategy Check to ensure you’re set up to save and scale
  • A hands-on Quick Wins Implementation Session to activate immediate results


You’ll also receive custom bonus tools including a cash flow tracker, profit calculator, checklists, SOPs, and 30 days of follow-up access for ongoing support.


Book VIP Day

Payroll Management

Business Structure Setup Services

Finance Reset VIP Day

Our Payroll Services Include:


  •  Weekly, bi-weekly, or monthly payroll processing
  • Direct deposit & secure employee pay stubs
  • Tax withholding, filing, and payments (federal, state, local)
  • Year-end W-2s, 1099s, and compliance reporting
  •  New hire reporting & payroll system setup
  • Employee portal access (optional)






We make sure your team is paid accurately and on time — every time. Plus, you’ll never have to worry about missed deadlines or tax penalties again.


Payroll

Business Structure Setup Services

Business Structure Setup Services

Business Structure Setup Services

Our Business Structure Setup Includes:


  • Entity selection guidance based on tax and liability goals
  •  Filing of formation documents (state registration, EIN setup)
  •  Operating Agreement or Bylaws (customized)
  • Business license and compliance checklist
  • IRS tax classification (e.g., S-Corp election, if needed)
  • Strategic session to align your structure with your financial goals





Whether you’re a new entrepreneur or restructuring for growth, we ensure your business is legally sound, tax-efficient, and ready to scale.


Strategy Call

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