OUR business services
Monthly Bookkeeping & Accounting
Monthly Bookkeeping & Accounting
Monthly Bookkeeping & Accounting
Record and Classify Transactions, Reconcile the bank account, Trial Balance, Run Profit & Loss, Balance Sheet, Cash Flow Analysis, Complete Month-end closing
Clean-up
Monthly Bookkeeping & Accounting
Monthly Bookkeeping & Accounting
Conducting monthly bookkeeping for past months not recorded and accounted for
Set-up
Monthly Bookkeeping & Accounting
Tax Planning
Setting up the bookkeeping system on Quickbooks or Xero, creating the company profile, chart of accounts, and connecting bank accounts.
Tax Planning
Tax Preparation
Tax Planning
Minimize your tax liabilities and maximize your financial health. We offer comprehensive guidance tailored to your unique financial situation, aiming to optimize your tax benefits through smart investment, retirement planning, and income structuring. Whether you're an individual, a small business owner, or managing a large portfolio, our services are structured to provide clarity, efficiency, and peace of mind in your tax planning endeavors. Join us to navigate the complexities of tax regulations and leverage opportunities for growth and savings.
Tax Preparation
Tax Preparation
Tax Preparation
Crafted for individuals and businesses seeking accurate, stress-free tax filing experiences. We focus on ensuring you benefit from every deduction and credit available to you, with a keen eye on compliance and maximizing returns. Our experts stay updated on the latest tax laws to provide reliable, straightforward tax preparation that aligns with your financial goals, offering both digital and personalized support to navigate through the filing process smoothly. Explore our services to make tax season worry-free.
CFO LEVEL PACKAGES PER ENTITY
SEED
HARVEST
SEED
- Typical Client Size: Under 10 Employees
- On-Boarding: 4 weeks
- Month-End Close
- Financial Statements
- Scheduled Meetings: 1x per month
- Online Support: Unlimited
- Company Wide KPIs
- 12-Month Forecasting
- Revenue Recognition
- Incentive Plans
- Performance by Project
- Customized Dept. Reports
- Bank Relationships
- Director Meeting
- Resource Planning
GROW
HARVEST
SEED
- Typical Client Size: 10-20 Employees
- On-Boarding: 6 weeks
- Month-End Close
- Financial Statements
- Scheduled Meetings: 2x per month
- Online Support: Unlimited
- Company Wide KPIs
- 12-Month Forecasting
- Revenue Recognition
- Incentive Plans
- Performance by Project
- Customized Dept. Reports
- Bank Relationships
- Director Meeting
- Resource Planning
HARVEST
HARVEST
HARVEST
- Typical Client Size: 20+ Employees
- On-Boarding: 8 weeks
- Month-End Close
- Financial Statements
- Scheduled Meetings: 6x per month
- Online Support: Unlimited
- Company Wide KPIs
- Revenue Recognition
- Incentive Plans
- Performance by Project
- Customized Dept. Reports
- Bank Relationships
- Director Meeting
- Resource Planning