Our Services

What We Build

Three integrated divisions: Accounting & Finance, Tax, and Business Development — designed to align your financial foundation with sustainable growth

Accounting & Finance

Clean books, structured reports, and financial clarity — built for founder-led businesses that want to operate with confidence.

Monthly Bookkeeping

$300–$750/month

Ongoing structure, monthly reporting, and tax-ready books.

Cleanup & Catch-Up

Fixed Price

Behind on your books? We rebuild the foundation fast.

Consulting & Training

Project-Based

Software setup, Chart of Accounts design, and custom Excel models.

Tax

Tax preparation, planning, and compliance for businesses and individuals — so you stay ahead of deadlines and keep more of what you earn.

Tax Preparation

Fixed or Hourly

Business and individual tax returns. We work from your books to file accurately and on time.

Tax Planning

Project-Based

Quarterly reviews and strategy so you are not surprised at year-end. Entity structure and estimated tax.

Estimated Tax & Compliance

Ongoing

Quarterly estimated payments, extension support, and compliance tracking for peace of mind.

Business Development

Revenue systems and sales infrastructure for businesses ready to grow with structure — not guesswork.

Business Advisory

Retainer

Sales process, pricing strategy, and KPI systems.

Sales Infrastructure

Project-Based

CRM setup, scripts, pipeline, and follow-up systems.

Marketing Systems

Project-Based

Websites, funnels, and lead generation infrastructure.

Pricing Packages

Transparent, flexible packages for accounting, tax, and business development

Pricing

Choose Your Plan

Transparent, flexible monthly bookkeeping packages designed for growing businesses

Essential

$300–$350/month

Best for freelancers and solo owners under $100K revenue

  • Monthly bank and card reconciliation
  • Expense categorization with bank rules
  • Monthly financial statements
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Most Popular

Professional

$350–$500/month

Best for growing businesses with multiple accounts

  • Everything in Essential
  • Light AR and AP tracking
  • Quarterly performance summary
  • Priority support
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Premium

$500–$750/month

Best for established or multi-entity businesses

  • Everything in Professional
  • Custom reports and KPI dashboards
  • Accrual, payroll, and loan tracking
  • Monthly Loom walkthrough
  • CPA-ready books for tax time
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No contracts. Month-to-month flexibility. First month satisfaction guarantee or you don't pay.

Business Development

Revenue System Packages

Build a repeatable sales process from first contact to closed deal

Foundation

$400–$600/month

Best for founders with no sales system in place — just winging it

  • Sales process audit (current state mapping)
  • Basic CRM setup (GoHighLevel or HubSpot)
  • Pipeline stage design
  • Simple follow-up sequence (email/text)
  • 1 monthly advisory call (45 min)
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Stop losing deals because nothing is tracked.

Most Popular

Infrastructure

$600–$900/month

Best for founders generating revenue but inconsistently — no repeatable system

  • Everything in Foundation
  • Sales scripting (discovery call + close framework)
  • Lead qualification framework
  • Offer refinement session
  • KPI tracking (close rate, pipeline velocity, avg deal size)
  • Monthly performance review
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Turn your sales effort into a repeatable process.

Growth Systems

$900–$1,200/month

Best for founders ready to delegate and scale — needs a full revenue infrastructure

  • Everything in Infrastructure
  • Website or landing page build (1 page)
  • Lead magnet or intake funnel
  • Cold outreach sequence design (email or LinkedIn)
  • Monthly Loom walkthrough of performance metrics
  • Quarterly strategy session
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A complete revenue system — from cold traffic to closed deal.

No contracts. Month-to-month flexibility. First month satisfaction guarantee or you don't pay.

Project-Based

One-Time Services

High-value entry points for specific business needs

CRM Setup & Configuration

$300–$600

Sales Script Development

$200–$400

Website (1–3 pages)

$500–$1,500

Landing Page + Funnel

$400–$900

Offer & Pricing Strategy Session

$150–$250

Full Sales Audit (one-time)

$300–$500

Not sure which package fits your needs?

Schedule a Discovery Call

Ready to Build Something Stable?

Schedule a free 20-minute discovery call. No pressure. No pitch decks. Just a conversation about your business.

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