Service plans

An all-in-one finance stack.

Build a custom plan that suits your size and budget.

Basic

Bookkeeping to lay the groundwork for growth.

Starts at

$499

USD / mo

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Monthly Financials

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Dedicated Bookkeeper

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Unlimited CPA Support

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Maximize Business Deductions

Core

Bookkeeping + tax strategy to accelerate growth.

Starts at

$749

USD / mo

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Everything in Basic

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Business Tax Returns

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Automated Payroll

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Tax Strategy Implementation

Scale

A custom finance stack for mature businesses.

Starts at

Custom

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Everything in Core

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CFO-Level Expertise

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Specialized Accounting

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Concierge Tax Support

"Christian is a consummate professional who makes me wonder why I didn’t get an accountant years ago. He took the guesswork out of setting up my business for success. He's responsive, thorough, and accurate, and I wholeheartedly recommend his services to everyone I know."
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Sarah Friedman-Cintron
Agile Coach
sfccoaching.com

Dedicated bookkeeper

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Accrual-basis bookkeeping

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Manual transaction import

250 Transactions

250 Transactions

Custom

Advanced transaction matching

8 Transactions

8 Transactions

Custom

Chart of accounts

Industry Standard

Industry Standard

Custom

Monthly reporting package

15th of Month

15th of Month

Custom

On-demand CPA access

Email

Email / Phone

Email / Phone / Slack

Business tax return

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Officer compensation compliance

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Tax notice support

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IRS audit support

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Situation tax law research

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CFO meeting to review financials

Annually

Quarterly

Monthly

Issues & improvements tracking

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Financial projections & forecasts

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Budget setup & maintenance

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Burn rate calculations

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KPI tracking & reporting

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Accountable plan setup

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Retirement plan contributions

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Health plan contributions

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Sec. 199A ("QBID") optimization

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PTET deduction analysis & elections

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R&D tax credit study

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Business owner payroll

DIY

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Employee Payroll

+ $6 / employee / mo

+ $24 / employee / mo

Custom

Salary, benefits, & withholdings admin.

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Filings for payroll taxes, W-2s, & 1099s

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Employee Reimbursements Admin

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Outsourced HR

+ $12 / employee / mo

QuickBooks Online Essentials

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Gusto

+ $40 / mo

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additional services

Additional Services

Layer on additional services to get the support you need.

Tax Planning

Be proactive about minimizing your tax exposure with tax planning services.

  • Tax liability projections

  • Tax savings strategy report

  • Strategy implementation meeting

  • Unlimited email support

Advanced Accounting

Get the reporting and finance ops team you need with advanced accounting services.

  • Bill pay & invoicing

  • Location & department tracking

  • Billable expenses tracking

  • Multicurrency support

Business Infrastructure

Implement best-in-class finance & automation software for your business.

  • QuickBooks setups

  • Payroll setups

  • Business process design

  • Entity formations & elections

How it works

How does it work?

Unlock time and gain peace of mind over your finances with ongoing finance support.

Setup

Confirm proper setup with the state & IRS, reviewing current accounting system, and understand business objectives.

Monthly

Get monthly financials from your bookkeeper. If you need help with other tasks, such as invoicing or bill pay, we'll do those too.

Periodically

Review results, strategy, and tax estimates. You can talk through any issues that are top-of-mind with your CPA.

Annually

Automatically file business tax returns with tax-ready financials. In addition, get your personal tax returns filed.

Year-Round

Get on-demand answers to your questions and proactive feedback from your finance team. Stay compliant and in-the-know.

Ready to get started?

Let's simplify your tax and accounting.

Made in Virginia