Our Services

Online Business Packages:

Coaches, consultants, digital agencies, course creators, and content-driven brands.

Essentials Package – Starts at $1,200/month

  • Monthly bookkeeping

  • Profit & loss reports

  • Sales platform integration (Stripe, Shopify, PayPal)

  • Quarterly review

Growth Strategy – Starts at $2,500/month

  • Includes everything from Essentials

  • Cash flow forecasting

  • Monthly strategy calls

  • Tax planning and projections

  • Business performance dashboard

CFO Partner – Custom Pricing

  • Full virtual CFO support

  • Advanced tax strategy

  • Hiring/payroll planning

  • High-level financial advisory

Businesswoman with glasses promoting accounting services on a black and brown background with text describing tax liability and financial performance solutions.

Expert Accounting for Entrepreneurs & Small Business Owners
Built for ambitious founders who need clarity, strategy, and trusted support.


Whether you’re just starting or scaling, we provide the financial foundation you need to make confident business decisions—and keep more of what you earn.

For High-Net-Worth Individuals:

Private Wealth Packages

Core Wealth – Starts at $1,500/month

  • Personal financial tracking

  • Expense categorization & budgeting

  • Tax prep coordination

  • Investment tracking

Private CFO – Starts at $3,000/month

  • All of Core Wealth

  • Tax optimization + entity planning

  • Estate & trust coordination

  • On-call support with trusted partners

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!