Ho·lis·tic
hō-ˈli-stik \ adjective
The idea that things should be studied as a whole and not by their parts.
Ho·lis·tic
hō-ˈli-stik \ adjective
The idea that things should be studied as a whole and not by their parts.
understand your business
As an experienced CPA, I understand that every business has different needs. What are you business goals? Not sure? Let's discuss and figure out the best way to get there together. With a combination of accounting, finance, analysis and management services we can make sure it happens. Why wait to do your best?
Price List
Service plans - Accounting
All companies should be interested in how they earn and spend their money. Beyond that, not all companies are created equal. What plan best describes the services you need?
Basic
- Bank Reconciliations
- Credit Card Reconciliations
- Financial Statement Preparation
- Tax Ready Financials
Intermediate
- Accounts Payable
- Accounts Receivable
- Asset Management
- CPA Review
Advanced
- Budgeting/Forecasting
- Inventory Management
- Reporting and Analysis
Volume
Businesses come in all different shapes and sizes. Match your average expenses with your service plan to get an estimate of your monthly service plan. Prices can vary just as your service plan can. We can design the plan that best suits your needs.
Low Volume
Up to $25k in monthly transactions
- Basic - $350+
- Intermediate (+ basic) - $550+
- Advanced (+ intermediate) - $750+
Medium Volume
$25k-50k in monthly transactions
- Basic - $450+
- Intermediate (+ basic) - $650+
- Advanced (+ intermediate) - $850+
High Volume
Over $50k in monthly transactions
- Basic - $550+
- Intermediate (+basic) - $750+
- Advanced (+intermediate)- $950+