Peace of Mind Packages
Transparent, predictable pricing so you can focus on growing your business — not worrying about your books.
Simple Pricing. No Surprises.
Our Peace of Mind packages are designed to give you the financial clarity and support your business needs at every stage. All packages include dedicated support and monthly financial reviews.
Bookkeeping
Keep your books clean, current, and audit-ready every month.
Starter
Perfect for solo entrepreneurs and early-stage businesses.
- Up to 75 transactions/month
- Monthly bank & credit card reconciliation
- Categorized transactions
- Monthly financial statements
- Email support
Growth
Ideal for growing businesses with more transaction volume.
- Up to 200 transactions/month
- Monthly bank & credit card reconciliation
- Accounts payable & receivable tracking
- Monthly financial statements
- Quarterly review call
- Priority email & phone support
Premium
Full-service bookkeeping for established businesses.
- Unlimited transactions
- Full reconciliation & month-end close
- Accounts payable & receivable management
- Monthly financial statements & reports
- Monthly strategy call
- Dedicated bookkeeper
- Priority support
Tax Services
Year-round tax planning and preparation — no scrambling at tax time.
Sole Proprietor
For sole proprietors and single-member LLCs filing Schedule C.
- Annual business tax return preparation
- Quarterly estimated tax calculations
- Basic tax planning
- 1 state return included
- Email support
LLC
For multi-member LLCs and partnerships requiring Form 1065.
- Annual business & personal tax returns
- Quarterly estimated tax planning
- Mid-year tax review
- Up to 2 state returns
- Proactive tax-saving strategies
- Phone & email support
S-Corp
Comprehensive tax strategy for S-Corporations filing Form 1120-S.
- Annual S-Corp & personal tax returns
- Reasonable compensation analysis
- Quarterly payroll tax filings
- Multi-entity tax planning
- Unlimited state returns
- IRS correspondence support
- Year-round tax strategy sessions
- Dedicated tax advisor
Fractional CFO
High-level financial leadership without the full-time executive cost.
Advisory
Strategic financial guidance for businesses ready to scale.
- Monthly CFO strategy call
- Cash flow forecasting
- Budget creation & monitoring
- KPI dashboard setup
- Financial health scorecard
Growth Partner
Hands-on CFO support for businesses in active growth mode.
- Bi-weekly CFO strategy calls
- Rolling 12-month cash flow forecast
- Profitability analysis by product/service
- Investor & lender reporting
- Pricing & margin optimization
- Hiring & expense planning
Executive
Full fractional CFO engagement for complex, high-growth businesses.
- Weekly CFO availability
- Full financial operations oversight
- Board & investor presentations
- M&A and exit planning support
- Department budget management
- Custom financial modeling
- Dedicated CFO partner
All prices are monthly retainer fees. Packages are billed monthly and may be adjusted as your business needs change. Custom bundles combining bookkeeping + tax + CFO services are available — contact us for a bundled quote.
Not Sure Which Package Is Right for You?
Every business is different. Book a free consultation and we'll recommend the right fit for your goals and budget.
Book a Free Consultation