Choose Your Level of Support

What's Included:

Monthly:

✓ Full-service  bookkeeping (all transactions categorized and reconciled)

✓ Monthly Loom video  walkthrough (10-15 minutes explaining what changed and why it matters)

✓ Financial reports  (P&L, Balance Sheet, Cash Flow)

✓ Email Q&A support

Quarterly:

✓ 30-45 minute strategy  call

Annually:

✓ Year-round tax planning

✓ Tax return preparation

Best for: Business owners who want clean books, regular insights, and quarterly strategic guidance without weekly meetings

Annual Option: $8,767/year (save ~$797)

What's Included:   

Everything in Tier 1, PLUS:

Monthly:

✓ Monthly 45-60 minute  live strategy calls (not just Loom - actual conversation)

✓ Custom KPI tracking  (3-5 key metrics)

✓ Cash flow forecasting

✓ Text/email access  between calls

✓ Proactive  recommendations

Quarterly:

✓ Tax planning check-ins

Annually:

✓ Year-round proactive  tax planning

✓ Tax return preparation

Best for: Growing businesses who need regular strategic partnership and proactive guidance

Client Result: This is  where the $492K → $603K client was ($111K growth)

Annual Option: $16,467/year (save ~$1,497)

What's Included:   

Everything in Tier 2, PLUS:

Twice-Monthly:

✓ Two 45-60 minute  strategic calls per month

Weekly:

✓ Weekly 15-minute pulse  check

Ongoing:

✓ Custom financial  modeling and scenario planning

✓  Multi-entity/multi-state tax coordination

✓ Direct text/call access  for urgent decisions

✓ Strategic planning  support

Quarterly:

✓ Board-level financial  presentations

✓ Integration with  legal/wealth advisors

Annually:

✓ Sophisticated  year-round tax planning

✓ Tax return preparation  (multi-entity coordination)

Best for: Established businesses making complex decisions who need executive-level financial partnership

Annual Option: $32,967/year (save ~$2,997)