Conduct all of your tax & financial services from the convenience of your home!
why professional BOOKKEEPING?
Bookkeeping is the least enjoyable part of running your business. Let us take it off your hands.
When your books are handled correctly, you can focus on running your business instead of worrying about numbers. Stress-free bookkeeping means knowing your numbers are accurate, up to date, and tax-ready — without the confusion, last-minute cleanup, or anxiety that comes from disorganized books.
pricing
BOOKKEEPING & FINANCIAL ADVISORY
Choose the level of financial support your business needs today, with room to grow as your needs become more complex.
1. Basic Bookkeeping — Starting at $500/month
Clean Books. Tax Ready.
For small businesses that primarily need accurate, reconciled, tax-ready books.
✓ Monthly bookkeeping & reconciliations
✓ Financial statements
✓ Year-end business tax preparation
✓ Periodic financial review
MOST POPULAR
2. Tax & Financial Control — Starting at $750/month
Stay Ahead of Taxes & Financial Surprises.
Everything in Basic Bookkeeping, plus:
✓ Compliance monitoring
✓ Quarterly financial reviews
✓ Proactive tax planning
✓ Estimated-tax monitoring
✓ Financial guidance
3. CFO Advisory — Starting at $1,250/month
Understand the Numbers. Make Better Decisions.
Everything in Tax & Financial Control, plus:
✓ Monthly financial reviews
✓ KPI monitoring
✓ Cash-flow analysis
✓ Profitability analysis
✓ Advisory notes
✓ Ongoing decision support
4. Premium CFO / Growth — Starting at $2,000/month
Financial Strategy for What's Next.
Everything in CFO Advisory, plus:
✓ Forecasting & scenario planning
✓ Hiring and expansion analysis
✓ Financing support
✓ Growth and profit strategy
✓ Deeper financial decision support
Which level is right for your business?
Every business is different. We begin with a Tax & Financial Assessment to understand your current bookkeeping, tax situation, financial systems, and goals. From there, we'll recommend the appropriate level of ongoing support.
📞 Call (301) 747-0489
📅 Schedule on Our Calendar
You don’t have to stress over your numbers and you don’t have to figure it out alone.