Our Services
Let's find the right option for you and your businessOpen communication is at the forefront of our partnership with you as a client. We'll build a sound and solid relationship when you partner with us.
No matter where you are in your business cycle, we have options for you to choose from to help you save time and money.
ELITE Bookkeeping, Payroll & Sales Tax
Establish greater profitability and business efficiency with our Bookkeeping and Payroll Services.
We developed The Simple S.O.R.T. Method™, a proprietary framework we implement to make sure your business foundation is strong and you're maximizing your bottom line.
We are QuickBooks Online ProAdvisors and exclusively use QBO for bookkeeping and Gusto for payroll.
Prices Starting at...
$500/month
Tax Planning for Monthly Bookkeeping Clients
Planning is key to greater income and wealth.
We focus on mastering the nuances of tax law, complex tax codes and changes that will affect your tax returns throughout the year utilizing The Simple S.O.R.T. Method™ 30 point tax planning checklist.
Want to shrink your yearly tax bill? Our Tax Planning will minimize your IRS liability and keep more money in your pocket year over year.
Tax Projections are calculated twice a year so you are never surprised on April 15th!
We want to be an integral part of your team ALL YEAR LONG (not just at tax time)
Individual and Corporate Tax Prep for Business Owners
We have the expertise and knowledge you are looking for in a tax team.
We are not just data entry experts. We are ANALYTICAL experts that look for gaps and missing deductions as we prepare returns.
No more stress and paying more than you need to during tax season when you work with us.
Prices Starting at...
$550 for Individual 1040 tax returns
$1,500 for S-Corp, Partnerships, & C-Corp
(These fees include one state and one federal return - does NOT include bookkeeping)
Outsourced CFO Services
You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!
At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the $150,000+ price tag (plus bonuses and benefits).
Congratulations if your business has reached this point!
Our Outsourced CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.
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**CFO Packages start at $1,500/month
The S.O.R.T. Savvy CEO Membership
Bite-Sized Tax & Accounting Solutions for the Beginner CEO
We meet you where you are & grow with you!
CLICK HERE TO LEARN MORE!