Bookkeeping & Accounting
What’s included
Bookkeeping
Our team works to organize your finances by managing incoming funds, outgoing funds, monthly reconciliation, and reporting. Consistency and accuracy are the keys to clarity and we are so excited to support our clients this way!
Fractional CFO Strategy
When finances are clean, clear, and compliant with the Word of God, there are SO many opportunities for massive growth. Our Fractional CFO service is a mini version of our full CFO service that highlight the consistent strategies, opportunities, and action plans that actually work.
Tax Planning
Overpaying and underpaying on taxes is never fun. As your dedicated bookkeeping and accounting team, we keep tabs on your payroll, quarterly, and any other relevant tax liabilities to keep you in the know.
Wealth Management
As you continue to generate wealth in your business and beyond, we are so excited to support you with end to end planning that makes sense for your future goals. On a consistent basis we review investment opportunities in detail, options for savings, and solutions for high-yield passive income generation.
Pricing
All tiers include white glove bookkeeping and accounting services that will support :
Accounts Receivable + Payable
Bill + Invoice Management
Expense Organization
Monthly Reconciliation
Budget vs Spend Reporting
Monthly Analytics Report
Fractional CFO Strategy
Tax Planning
Wealth Management
Strategic Planning
Level 1
$7500/mo
Annual Gross Revenue $1M - $3M
Level 2
$10,500/mo
Annual Gross Revenue $3M-$5M
Level 3
$15,000/mo
Annual Gross Revenue $5M - $9M
Kindly note: Gross revenue considers funds received before expenses are taken out; also known as top line revenue. All companies that gross over $1M per year will need to select Level 3 and will receive a custom invoice after onboarding.