Pricing
Launch
Managed Bookkeeping
Quarterly Financial Reports
Email Support
Financial KPI Tracking
Starting at $275
Per Month
Elevate
Managed Bookkeeping
Monthly Financial Growth Reports + Insights
Email Support
Year-End Tax Support*
Quarterly Strategic Advisory Meetings
Document/Receipt Storage
Financial KPI Tracking
Starting at $400
Per Month
Thrive
Managed Bookkeeping
Monthly Financial Growth Reports + Insights
Email Support
Year-End Tax Prep
Monthly Strategic Advisory Meetings
Financial/Cash Flow Forecasting
Document/Receipt Storage
Financial KPI Tracking/Benchmarking
Starting at $675
Per Month
*Note: We currently only service tax clients in the state of CA.Stress-Free Tax Preparation:
Professional, accurate, and efficient tax preparation for individuals and families in California.
What We Offer:
Preparation and e-filing of federal and California state tax returns.
Guidance on maximizing deductions and tax credits.
Year-round tax advice and planning (optional add-on service).
CPA-prepared returns backed with expertise.
Efficient, secure, modern tax preparation using industry-leading tools.
Final pricing depends on complexity and number of forms needed, this will be discussed during consultation.
Ready To Get Started?
Schedule A Discovery Meeting
Comprehensive Outsourced Accounting Services
Strategic Advisory Meetings
Regular check-ins provide expert financial advice tailored to you. We help you make smarter decisions and reach your business goals faster and more efficiently.
Managed Bookkeeping:
We keep your books accurate and organized, so you always have a clear picture of your finances. You’ll quickly gain smooth day-to-day operations and better decision-making.
Monthly/Quarterly Financial Reports:
Get clear, easy-to-understand reports on your business's financial performance. These insights help you track growth and plan ahead.
Tax Preparation & Support:
We handle your taxes from start to finish, minimizing your liability and helping you stay compliant. No surprises, just peace of mind during tax season.
