Pricing & Process

Our customers choose us because they want an engaged, pro-active, and fully supportive accounting and tax team to help them grow a more profitable and scalable business.

Our Focus


Never Overpay in Taxes

We'll make sure we do everything possible to reduce your taxes & take advantage of every loophole available.


Improve Scalability & Save Staff Time

Sub-contract your bookkeeping, financial admin and accounting to our team, and you'll save thousands in staff costs & productivity.


Compliance & IRS Protection

We're CPA's that focus on making sure things are done properly and reduce the risk of audits & problems.

Schedule a Tax Analysis
We'll Tackle Everything

What's All Included with Our Outsourced Accounting

Sure, we tackle your accounting, bookkeeping and taxes - but we're so much more than that.  We're focused on helping businesses build more profitable and scalable operations, while helping them do everything possible to reduce taxes, improve productivity, and scale.

Establish Perfect Financials

We start everything by cleaning up your accounting, and establishing a perfect chart of accounts.

Operational Excellence Snapshot

We'll perform an audit of your business operations, and develop a plan to help you hit your goals.

Create a Tax Reduction Plan

We'll develop a comprehensive & ingenious plan to mitigate your taxes, and then we do everything necessary to implement that plan.

Provide Top-Tier Monthly Bookkeeping

We'll provide excellent bookkeeping every month, keeping you up to date and doing it to perfection.

Setup the Best Payroll

We'll ensure your payroll is optimized and running perfectly for your business needs.

Pay in Taxes & Avoid Surprises

We'll pay in your taxes, in alignment with our tax reduction plan and your revenue, so that you don't get behind or waste your own time submitting tax payments.

Connect Monthly or Quarterly

We'll connect with you throughout the year to help your team build a more profitable and scalable operation.

Year-End Financial Statements

We'll close out your books and help create fantastic financial statements at the caliber you deserve.

Prepare & File Tax Returns

We'll make the year end tax returns easy, and ensure that they're done to perfection.

Help you Build Wealth

Along the way, we'll help you build tax efficient wealth by serving as a CFO & guide.


We'll Build a Solution for Any Size Business

With our outsourced accounting service, you'll dramatically reduce your staffing needs, get CFO perspective throughout the year, and get aggressive tax reduction planning.

Small Business
Low level of complexity & simple tax planning for small businesses.
Per Month
Year End Tax Returns
Bookkeeping & Payroll
Pro-Active Advice
Tax Reduction Planning
Growing Business
For small to medium sized teams with middle level operations.
Per Month
Mid levels of employees
Mid levels of accounts & transactions
CFO Level Reporting & Coaching
Mid levels of tax schedules & complexity
Operationally more complex
Enterprise plan
For larger teams and established companies.
Per Month
Larger employee force
Higher levels of accounts and transactions
In-depth CFO Meeting & reporting structure
Advanced tax planning & returns
High volumes of transactions, revenue & complexity