SmartBooks Solutions
$600+ / month
Ideal for growing businesses or those upgrading from a traditional bookkeeper
Includes:
Monthly Bookkeeping
(Accurate recording, organizing, and maintenance of financial transactions to ensure reliable records for reporting, compliance, and decision-making)
Monthly Financial Statements
(Detailed monthly reports—including income statement, balance sheet, and cash flow statement—to help you track performance and make informed decisions)
Annual Tax Reporting Package
(If you already work with a tax professional, we’ll prepare a complete, organized package to streamline your tax season)
Custom Chart of Accounts (Industry-Specific)
(A tailored chart of accounts and profit & loss overview to give you clear insight into where your money is going)
Unlimited Email Support
Up to 2 Discounted Data-Driven Sessions per Year
Discounted Annual Business & Personal Tax Filing
CFO Partner Solutions
$1,100+ / month
A strategic financial partnership that delivers clarity, control, and peace of mind
Includes:
Monthly Bookkeeping
(Accurate recording, organizing, and maintenance of financial transactions to ensure reliable records for reporting, compliance, and decision-making)
Monthly Financial Statements
(Detailed monthly reports—including income statement, balance sheet, and cash flow statement—to help you track performance and make informed decisions)
Annual Business & Personal Tax Filing
(Full-service tax preparation included at no additional charge)
Quarterly Data-Driven Strategy Sessions
(In-depth quarterly reviews to analyze performance, set goals, and refine strategy)
Cash Flow Forecasting
(Forward-looking cash flow models to help you anticipate needs and avoid surprises)
Custom Quarterly Tax Estimates
(Stay ahead of tax obligations with accurate, timely estimates)
Data-Driven Sessions
$1,500 Per Session
Expert consulting to optimize your financial processes and strategy
Includes:
In-Depth Review of Financial Statements & Workflows
(A detailed analysis to identify trends, correct inefficiencies, and uncover opportunities for improvement)
Custom Strategic Consulting
(Collaborate on vision-setting and actionable planning for your business goals)
Growth & Scalability Planning
(Structured guidance on scaling your business, from resource planning to execution)
Cash Flow Optimization
(Evaluate spending patterns and improve financial efficiency to maximize profitability)
Tax Planning & Preparation: Your Financial GPS
Pricing is customized based on the scope of each project
Our tax planning and preparation services act as your financial GPS, guiding you through the complex terrain of tax laws with clarity and confidence.
Services include:
Tax Planning & Consulting
(Strategic guidance to help you maximize credits and deductions while minimizing your overall tax liability)
Annual Business Tax Filings
Preparation and filing for:
• Schedule C (Sole Proprietors)
• Form 1120-S (S-Corporations)
• Form 1065 (Partnerships)
Estimated Tax Preparation
(Preparation and payment scheduling of quarterly estimated payments to avoid penalties and surprises)
Individual Tax Filings (Form 1040)
(Offered exclusively for business clients, ensuring all personal and business tax matters are aligned)
Sales & Use Tax Filings
(Timely and compliant filings for applicable sales and use taxes)