Simple, straightforward pricing for everything your business needs.
Affordable, flat-rate pricing with no hidden fees and no long-term contracts!
Each package includes bookkeeping & support on a monthly basis — choose how often you want the full financial reporting packet.
Essentials
Ideal for businesses who need accounting support
- Dedicated accounting team with direct communication
- Monthly Financial Reports: Balance Sheet, Profit & Loss, Statement of Cash Flows
- Year-End Financials for Tax Preparation
- Quickbooks Online (QBO) subscription
- Secure Online Portal
- Cloud Based File Storage
- Cloud Based Bill Pay
Encompass
Ideal for business owners that need accounting & tax support
- Dedicated accounting & tax team led by a CPA
- Tax Planning During the Year
- Strategies to Reduce Taxes
- Retirement Planning Consultation
- Annual Income Tax Filing for Business
- Annual Income Tax Filing for Owner*
- 10-Point Personal Financial Assessment
- Investment Tax Efficiency Review
Enterprise
Ideal for businesses with more complex needs
- Managerial Financial Reporting
- Payroll Services
- Sales Tax Services
- CFO Services
- Accounts Payable & Receivable Services
- Key Performance Indicator (KPI) Analysis
- Trend Analysis
- Business Planning & Budgeting
- Business Retirement Plan Evaluation
- Personal Investment Analysis
Add-ons available to any package
Accounting and Tax Services
- Payroll Services
- Sales Tax Services
Wealth Management Services
- Comprehensive Financial Planning
- Investment & Retirement Income Management
- IRA's, 401(k) Plans, Rollovers
- Social Security & Medicare Planning
* Subject to additional fees based on complexity
**Essentials & Encompass Plans are subject to thresholds on number of transactions, accounts, and employees; Businesses exceeding those thresholds would qualify for our Enterprise package.
Our Fee Structure
We charge one all-inclusive annual management fee tiered by household assets under management and your specific circumstances. There are no account fees, no hidden fees, no trailing fees, and no trade commissions on ETF's and equities.
Financial Planning
Comprehensive financial planning and retirement income planning is a core part of our offering and is included in our services at no additional cost. However, there are times when there are little or no assets to be managed or the relationship only calls for financial planning services. In these situations, we have the ability to charge an hourly rate.
Ready to take the stress out of your finances?
Schedule a free consultation with a real CPA today.
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