Core Services
Starting at $175 (individual) | $375 (business)
- Federal & state returns
- Deduction optimization & estimated taxes
- Optional planning session for next year
Starting at $250/month
- Monthly categorization & reconciliations
- P&L and Balance Sheet reports
- Chart of accounts setup & cleanup
- Optional QuickBooks training
Starting at $150/month
- Setup & onboarding
- Automated payroll & tax filings
- Quarterly payroll tax reports
- W-2 and 1099 support
Consultations from $75/hour
- Cash flow & budgeting analysis
- Profitability reviews & pricing/cost control
- Entity structure & strategic planning
Custom packages contact for pricing
- Budget buildout & cash flow plan
- Debt payoff roadmap
- Credit report review & score strategy
- Accountability check-ins
Contact for pricing and scheduling
- Budgeting & Cash Flow
- Credit Confidence
- Student Money Skills
- Entrepreneurship & Business Basics
Packages (Starting Rates)
All packages are starting rates. We evaluate your needs and tailor the scope after consultation.
| Package | Setup Fee | Monthly Rate | Key Features |
|---|---|---|---|
| Essential Financial Package | $650 | Starting at $300 | Chart of accounts setup • Monthly bookkeeping (up to 3 accounts) • Payroll setup & quarterly filings • Basic financial reports • Year-end review |
| Growth Package Most Popular |
$900 | Starting at $450 | Everything in Essential • Budgeting & cash flow forecasting • Quarterly strategy sessions • Tax planning & estimated taxes • QB/Drake training |
| Business Success Package | $1,250 | Starting at $650 | Full accounting & payroll • Funding readiness review • Profit maximization advisory • Compliance preparation • Quarterly CEO KPI dashboard |
| Financial Wellness & Education | — | Contact for pricing | Workshops, speaking, and coaching for schools, colleges, nonprofits, and employers. Tailored content, format, and materials. |
