Available Packages

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Minimum Package

From $690 

Every month

Fundamental accounting and bookkeeping support for restaurants that need reliable financial organization and compliance.

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Includes:

  • Bookkeeping services (up to 200 transactions per month)

  • Monthly Profit & Loss, Balance Sheet, and Cash Flow statements

  • Key Performance Indicator (KPI) reporting

  • Management of up to 5 bank and credit card accounts

  • Systems and integrations setup

  • Ongoing support and access to our team

  • Bill pay services

  • Sales tax filings

Optional add-ons available for:

Individual tax returns, corporate tax returns, and payroll services.

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Essential+ Package

From $810 

Every month

A comprehensive accounting and tax solution for growing businesses that want financial clarity and strategic guidance.

Get Started

Includes:

  • Bookkeeping services (up to 200 transactions per month)

  • Monthly Profit & Loss, Balance Sheet, and Cash Flow statements

  • Key Performance Indicator (KPI) reporting

  • Management of up to 5 bank and credit card accounts

  • Systems and integrations setup

  • Ongoing support and access to our team

  • Bill pay services

  • Sales tax filings

  • Corporate tax return preparation

  • Annual consulting call for strategic financial guidance

Optional add-ons available:

  • Individual income tax return

  • Payroll services

Person working on a laptop at a white desk with a camera, a glass of water, a closed tablet, two closed notebooks, and a white vase with dried flowers.

Corporate Advisory Package

From $5000 

Every month

Advanced financial strategy and advisory services for established businesses seeking higher-level financial leadership.

Get Started

Includes:

  • Virtual CFO advisory services

  • Annual tax planning strategies (3 per year)

  • Budgeting and financial forecasting

  • Individual income tax return (Form 1040)

  • Corporate tax return preparation

  • Quarterly tax consulting calls

  • Systems and integrations support

  • Ongoing support and access to our advisory team

Work With Us