Services
Providing luxury expertise in both individual & business tax
Basic Bookkeeping Services
Starts at $250/Month
Who is this for:
Business owners who need help handing the monthly transactions
Business has a consistent clientele.
Business is growing or expanding
The owner understands the value of having a bookkeeper organize their finances on a monthly basis.
What’s included:
Monthly bank reconciliation
Monthly budgeting
Monthly financial statements
24/7 email support
Quarterly meetings
Quarterly tax filing (if applicable)
Annual tax return filing
This monthly service is ONLY for bookkeeping. There are no accounting or tax strategy services provided with this package. Prices vary depending on the volume of your business.
Monthly Accounting Services
Starts at $499/Month
Who is this for:
Businesses with revenue of at least $50,000 per year
Business has consistent clientele
Business is growing or expanding
Owner understands the value of having an accountant handle their finances on a monthly basis
Businesses who’s ready to build a team so the CEO can focus on growing the business
What’s included:
4 accounts managed, this included business bank accounts, credit cards, PayPal, etc.
Up to 500 transactions per month
Monthly financial statements
Budgeting and forecasting
Tax strategy and tax planning
Sales tax filing
Quarterly tax filing (if applicable)
Annual tax return filing
Quarterly coaching call
Business Funding Assistance
Have Your Taxes Managed By A Dedicated
Tax Expert.
Call: (214) 717-6200
Email: [email protected]