Choose a service tier that aligns with your business’s needs and objectives.
If you’re considering scheduling a discovery call or are here to learn more about our firm, take a look at our three basic service tiers—Essential, Growth, and Enterprise.
Most firms that have moved past the start-up phase start with Growth, but it’s up to you. Select the tier that makes sense, and we’ll get started.
Essential
Professionalize your business with tax, accounting, and support services that form the foundation for future growth.
Tax
- Annual Business Tax Preparation
- Individual Tax Preparation Discounts
- Tax Compliance
- Annual Tax Strategy Meeting
Accounting
- Quarterly Account Reconciliation
- QuickBooks Online (QBO) Optimization*
Advisory
- Year-Round Email Support
- Yearly Strategy Review Call
* Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.
Growth
Reduce taxes, lower costs, increase profits, and get the data you need to make more profitable decisions.
Tax
- Annual Business Tax Preparation
- Individual Tax Preparation Discount
- Tax Compliance
- Quarterly Tax Payment Estimates
- Semi-Annual Strategic Tax Planning
Accounting
- Quarterly Account Reconciliation
- QuickBooks Online (QBO) Optimization*
- Monthly Account Reconciliation
- Designated Support Staff
Financial
- Monthly Financial Statements
- Financial Insights
Advisory
- Year-Round Phone and Email Support
- 30-Minute Monthly Strategy Call
* Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.
Enterprise
Achieve long-term organizational goals with comprehensive tax, accounting, financial, CFO, and advisory services.
Tax
- Annual Business Tax Preparation
- Individual Tax Preparation**
- Tax Compliance
- Quarterly Tax Payment Estimates & Planning
- Year-Round Strategic Tax Planning
- IRS Representation
Accounting
- Designated Support Staff
- QuickBooks Online (QBO) Optimization*
- Bi-Weekly Account Reconciliation
- End-to-End Accounting Services
Financial
- Monthly Financial Statements
- Financial Insights
- Strategic Financial Forecasting
- Key Performance Indicators (KPIs)
- Customized Business Performance Metrics & Action Plans
CFO Services
- Financial Leadership & In-Depth Analysis
- Plans for Cost Reduction & Efficiency Across Departments
- Monthly CFO Strategy Review Call
Advisory
- Year-Round Phone, SMS, and Email Support
- Full-Service Business Advisory
- Access to Wealth Management Partners
* Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.
** For up to two owners.
Testimonials
“Jeremy revealed errors in our financial practices that we couldn’t see and that had cost us a lot in profit and payroll. Even if you’re a CEO and founder who built your company from the ground-up, everyone has blind spots or biases. Jeremy broke down the barrier between operations and finance, and that’s helped us grow in a sustainable way.”
Private Client
Fort Worth
How can we help?
Our dedicated tax professionals respond within 24 hours.
