Whether you need a tax return, monthly accounting, or a long-term financial partner, we'll recommend the right solution for your
business—not sell you services you don't need.
✔ Former IRS Tax Compliance Officer ✔ Enrolled Agent (EA) ✔ Master's in Taxation ✔ Year-Round Support
| Feature | Essential | GrowthMost chosen | Strategic CFO |
|---|---|---|---|
| Monthly bookkeeping | Monthly bookkeeping included in Essential | Monthly bookkeeping included in Growth | Monthly bookkeeping included in Strategic CFO |
| Business tax return | Business tax return included in Essential | Business tax return included in Growth | Business tax return included in Strategic CFO |
| Personal tax return | Personal tax return included in Essential | Personal tax return included in Growth | Personal tax return included in Strategic CFO |
| Payroll support | Payroll support not included in Essential | Payroll support included in Growth | Payroll support included in Strategic CFO |
| Monthly strategy meetings | Monthly strategy meetings not included in Essential | Monthly strategy meetings included in Growth | Monthly strategy meetings included in Strategic CFO |
| CFO advisory | CFO advisory not included in Essential | CFO advisory not included in Growth | CFO advisory included in Strategic CFO |
Do you work with QuickBooks?
Yes. We support QuickBooks Online, setup, cleanup, and ongoing bookkeeping.
Can you clean up messy books?
Absolutely. We regularly help businesses catch up and move forward with confidence.
Do you prepare prior-year returns?
Yes. We prepare delinquent and amended tax returns for both individuals and businesses.
Do you help with IRS notices?
Yes. We can assist with many IRS correspondence and representation matters.
Your business deserves more than bookkeeping—it deserves a financial partner.
