Individuals
Enterprise
Bookkeeping Package
Starting at
$300/
- Professional bank account reconciliation
- Precise classification of financial transactions
- Preparation of monthly Profit & Loss Statements
- Preparation of monthly balance sheet
- Proactive tax planning support
- Franchise Tax compliance assistance
Payroll Package
For up to 7 employees
$250/
Additional employees:
$7 per employee per month
- Business accounting.
- Cash flow management.
- Succession planning.
Bookkeeping & Payroll Package
Pricing based on transaction volume
$450+
- Weekly, bi-weekly, semi-monthly, or monthly direct deposit or checks
- Remit all taxes directly to relevant agencies (IRS, Texas Workforce, etc.)
- Timely filing of quarterly 941 payroll tax returns
- Filing of year-end W2, W3, 1096, and 1099
- Provide W2/1099 to employees
One-Time Financial
Project
Pricing based on volume
$500+
- One-time classification and clean-up of financial records
- Preparation of complete and accurate financials
- Delivery of finalized financial statements at project completion
- Ideal for catch-up bookkeeping for any company
CFO Advisory
Package
Business Consulting & Coaching
$500+
- Comprehensive review of business and financial processes
- Identification of gaps and operational inefficiencies
- Strategic planning and financial guidance
- Executive-level advisory, motivation, and accountability
- Designed to support long-term growth and profitability
Tax Planning
Package
$500+
- Personalized tax strategy tailored to your business
- Expert guidance to legally reduce tax liabilities
- Ongoing advisory support for smarter financial decisions
