Small Business Accounting & Consulting
Streamline your small business finances with expert accounting & consulting services. We specialize in precise bookkeeping, tax planning, and financial strategy tailored to entrepreneurs, rideshare drivers, and independent professionals. Whether you're tracking expenses, optimizing pricing structures, or scaling your business, we provide data-driven solutions to help you thrive. Get customized support for financial planning, accounting efficiency, and consulting insights to grow your business with confidence.
Foundation Plan "Startup Essentials" - $250/Month
Affordable Financial Support for New Businesses & Solo Entrepreneurs
Starting a business or managing finances as a solo entrepreneur can be overwhelming. Our basic financial guidance package is designed to provide essential bookkeeping and accounting support, so you can focus on growing your business.
With this package, you’ll get:
- ZipBooks Accounting Software Included - Streamline financial management with intuitive tools for tracking expenses, gerating reports, and managing invoicing.
- Up to 100 transactions per month – Perfect for small businesses with manageable financial activity.
- Monthly bookkeeping in QuickBooks Online – Keep your records organized and accurate.
- Expense & receipt management – Simplify tracking business costs and deductions.
- Basic financial reports – Gain insights into your business performance with easy-to-read summaries.
- Email support for financial questions – Get expert advice when you need it.
- Annual tax return review – Ensure your financials are in order for tax season
- Additional Transactions – $0.50 Per Transaction
Whether you’re just starting out or need streamlined financial management, this package helps you stay on top of your business finances with ease
Growth Plan "Profit Accelerator" - $500/Month
Growth Plan: The “Profit Accelerator” for Scaling Businesses
As your business grows, so do your financial complexities. The Growth Plan is designed for entrepreneurs who need deeper insights, optimized pricing strategies, and streamlined financial operations to maximize profitability.
This package includes:
- Up to 300 transactions per month – Perfect for businesses handling increased financial activity.
- Everything in the Foundation Plan – Full bookkeeping, receipt management, financial reports, and tax review.
- Month-end reconciliation & financial statements – Maintain accuracy in your financial records with expert oversight.
- Semi-annual business strategy meeting – Get tailored financial insights to support long-term growth.
- Pricing optimization consultation – Refine your pricing strategy to boost profitability and market competitiveness.
- Additional transactions at $0.40 per transaction – Scalable pricing as your business expands.
Designed for growing businesses, this plan provides the financial clarity and strategic guidance needed to take your company to the next level.
Premium Plan "Titan"
- $1,000/Month
Premium Plan: “Strategic” for Full-Service Financial & Operational Consulting
For established businesses seeking comprehensive financial oversight and expert operational consulting, the Strategic plan offers dedicated support to optimize efficiency, ensure compliance, and drive long-term growth.
This package includes:
- Up to 800 transactions per month – Ideal for businesses handling complex financial activity.
- Everything in the Growth Plan – Full bookkeeping, pricing strategy, payroll support, and financial reporting.
- Quarterly tax strategy meetings – Stay ahead of tax obligations with strategic planning for maximized deductions.
- Business operations efficiency consulting – Optimize workflows, reduce costs, and enhance profitability with expert consulting.
- Additional transactions at $0.30 per transaction – Scalable pricing as your business grows.
Designed for businesses that need full financial oversight, the Strategic CFO plan ensures you have the expertise, proactive strategies, and software tools necessary for sustained success.
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