Customized Plans For Your Specific Needs

Build your future with our tax, accounting, and advisory services—where expert guidance meets personalized support every step of the way. We help you build the life and business you’ve always envisioned. Partner with us and experience the confidence that comes from having dedicated professionals on your team.


Essential

$500/month
*Base Starting price


  • Personal Tax Return*
  • Advisory — Tax & Wealth Planning


*Including tax return preparation for sole proprietor(s) and/or Single Member LLC(s)

Premier

$1,500/month
*Base Starting price

CFO Quarterly

  • Essential Plan
  • Team of 3
  • Monthly Bookkeeping
  • Tax Planning & Strategy
  • Tax Projections
  • Quarterly Management Reports
  • Business Advisory
  • Business Tax Returns

Elite

$3,000/month
*Base Starting price

CFO Monthly

  • Essential Plan
  • Premier Plan
  • Cash Flow Tracking
  • CFO Video Review
  • Succession Planning





Elite+

*Let's Talk*


Customized to fit your needs

  • More Than Two Owners?
  • More Than One Entity?
  • Complex Accounting?
  • Real Estate Entities?
  • Operate in Multiple States?
  • Need Additional Services?


Implementation Investment — Starting at $1,000

Our one-time implementation investment allows our team to evaluate your unique financial situation and make recommendations, moving you one step closer to building the life you want.

Additional Services


Sales Tax Services

$200/state/month

Payroll Services

Starting at $275/month

Bill Pay Services

Starting at $450/month