One plan. Everything included.
Stop juggling vendors and surprise invoices. Our flat rate packages bundle the services your business needs, clean books, compliant taxes, and financial clarity, into one predictable engagement. Every package is quoted for your situation after a short conversation.
Pick Your Plan. Scale as You Grow.
All three plans are flat rate with capped overages, no onboarding fee, and no annual prepayment. Start where you are and upgrade as your business grows. The same person stays on your books.
Business Builder Essentials
Solopreneurs and new businesses · $0 to $150K revenue
Quoted for your situation
Flat rate pricing with no surprise invoices. Everything a growing business needs, nothing you do not.
What's Included- Monthly bookkeeping (up to 150 txns)
- Bank and credit card reconciliation
- Monthly P&L, Balance Sheet, Cash Flow
- 1099 filing (up to 5 contractors)
- Year end tax coordination
- Secure client portal access
- Email support (48 hr response)
Business Builder Growth
Growing businesses and LLCs · $150K to $500K revenue
Quoted for your situation
One plan covers books, payroll, AND taxes. Zero need to manage multiple vendors.
Everything in Essentials, Plus:- Accounts payable management
- Accounts receivable and invoice tracking
- Payroll processing (up to 5 employees)
- Payroll tax filing and compliance
- Quarterly tax planning session
- Year round tax planning
- S-Corp election analysis (1x/year)
- Monthly cash flow report
- Priority email and Zoom support
Business Builder Scale
$500K and up · Multiple staff or entities
Quoted for your situation
Controller level oversight at a fraction of the cost. Your entire finance function in one flat fee.
Everything in Growth, Plus:- Accrual basis accounting
- Controller level oversight and month end close
- Budget vs. actuals reporting
- Custom KPI dashboard (Looker Studio)
- Monthly financial narrative report
- Quarterly business performance review
- Business tax return preparation (1 entity)
- Monthly advisory call (60 min)
- White glove priority support
Know Where You Stand With the IRS.
A clear flat fee instead of a phone wall. Start with the Compliance Check, and its full fee credits toward any IRS Defense engagement booked within 30 days.
IRS Compliance Check
Anyone who got an IRS letter, has not filed in years, or does not know what they owe
Quoted for your situation
Know exactly where you stand with the IRS for one flat fee, shown in your estimate, before committing to anything bigger.
What's Included- Full IRS account, wage, and income transcript pull
- Written summary of every year filed, unfiled, and owed
- Collection status: lien, levy, or deadline running
- 30 minute call to walk through what it means
- Written recommendation on what to do next
Fresh Start Package
Delinquent filers · Owners with a balance they cannot pay · Anyone avoiding the mail
Quoted for your situation
One engagement takes you from years behind to fully current, with representation the whole way.
What's Included- IRS transcript analysis and compliance check
- Up to 3 years of unfiled business or personal returns
- Penalty abatement request (first time or reasonable cause)
- Installment agreement or CNC status negotiation
- Form 2848 representation throughout: you never speak to the IRS
- Written plan for staying current going forward
Built for a Specific Moment in Your Business.
Starting out, catching up, or preparing for a big move? These fixed fee packages deliver exactly what you need. One project, one price, no surprises.
Tax Season Starter
Self employed and S-Corp owners · New tax clients
Quoted for your situation
Business plus personal taxes handled by one team. No coordination headaches across multiple preparers.
What's Included- Business tax return preparation and filing (1 entity)
- Individual / personal tax preparation
- S-Corp reasonable compensation survey
- Estimated tax calculation for next year
- 1x post filing strategy call
- Document checklist plus secure upload portal
S-Corp Launch Package
LLCs earning $80K to $250K net profit · Reduce SE tax
Quoted for your situation
Most firms charge separately for election, payroll setup, and planning. We bundle it into one clean package.
What's Included- S-Corp election analysis and recommendation
- S-Corp election filing (IRS Form 2553)
- Reasonable compensation survey
- Payroll setup for owner W-2 (3 months included)
- Quarterly estimated tax setup
- Accountable plan document
- 1x strategy call post election
New Business Launch Package
Brand new businesses · TX LLC/Corp formation
Quoted for your situation
Everything you need to open your business financially, in one fixed fee. No hunting for three different vendors.
What's Included- Entity selection consultation
- LLC or Corp formation (filing fees at cost)
- EIN obtainment
- Registered agent services (Year 1)
- QuickBooks Online accounting setup
- Chart of accounts for your industry
- Bookkeeping kickoff call (60 min)
- 1099 contractor setup
Cleanup & Restart Package
Behind on books · Switching bookkeepers · Loan prep
Quoted for your situation
One project, one price, no hourly surprises. Delivered clean and ready for CPA handoff or loan application.
What's Included- Books diagnostic review
- Catch up bookkeeping (up to 12 months)
- Bookkeeper takeover and transition
- Reconciliation of all accounts
- Corrected P&L plus Balance Sheet
- Clean handoff to an ongoing bookkeeping plan
- Tax ready summary for prior year
FP&A Jumpstart Package
$250K and up · Preparing to hire, raise capital, or scale
Quoted for your situation
Most businesses at this stage have never seen a real financial model. We deliver four in one engagement.
What's Included- Annual budget development
- 3 scenario what if financial model
- Revenue forecast by service or product line
- Break even and pricing sensitivity model
- 1x strategy session to walk through models
- Delivered in Google Sheets (fully editable)
Lender Ready Package
SBA 7(a) applications · Business line of credit
Quoted for your situation
Walk into your bank meeting with a package that answers their questions before they ask them.
What's Included- 3 year financial projections
- Loan use schedule
- Cash flow repayment model
- Historical financials (2 years normalized)
- Lender narrative summary (1 page)
- SBA 7(a) or LOC package formatting
- Delivered in Excel plus PDF
Business Diagnostic
Service businesses $500K and up · 2 to 30 people · Owner stuck in delivery work
Quoted for your situation
Your books already hold the data a consultant would spend weeks of billable discovery extracting.
What's Included- Six domain review: money, revenue, delivery, people, systems, risk
- Written findings report
- Ranked fix list scored by impact and effort
- Five number scorecard with current values and targets
- 90 day roadmap with an owner named on every line
- 90 minute presentation call, recorded
Your Entire Finance Team. Without the Overhead.
For growing businesses that need more than bookkeeping: from a productized CFO offer to outsourced back office operations and a full fractional finance team.
Financial Operations Partner
$500K and up in revenue · Needs CFO artifacts, not a CFO salary · Lender or board asking questions
Quoted for your situation
Named artifacts on a named cadence, at a price a real small business pays.
What's Included- Monthly close reviewed against a written checklist
- Financial statements with a plain English narrative
- Rolling 12 month forecast, refreshed monthly
- 13 week cash flow forecast
- Budget vs actual variance commentary
- Five metric scorecard
- One 60 minute strategy call per month
- 1 business day response commitment
Fractional Finance Team
Established revenue · Investor backed · Need CFO, Controller, FP&A
Quoted for your situation
The entire finance function, CFO plus Controller plus FP&A, at a fraction of full time cost.
What's Included- Fractional CFO (up to 8 hrs/mo)
- Controller oversight plus month end close
- Budget vs. actuals plus monthly variance report
- Rolling 12 month forecast
- Cash flow forecasting and management
- Custom KPI dashboard (Looker Studio)
- Quarterly business performance review
- Investor or lender reporting where applicable
- Year round tax planning
- Priority support, direct CFO access
Back-Office COO Bundle
Businesses with 2 to 15 employees · Founders buried in admin
Quoted for your situation
Starter · Standard · Premium , with TX specific compliance and human first service.
What's Included- Payroll processing (up to 5 employees)
- Accounts payable management
- Accounts receivable / invoice tracking
- Expense reimbursement management
- Standard adds HR, benefits, banking support
- Premium adds multi state payroll, monthly ops review
Profit Clarity Coaching
Owners with the books but not the confidence · First time managers
Quoted for your situation
Coaching built on your own books, not generic frameworks. Bookkeeping clients get the scorecard populated automatically.
What's Included- Monthly 60 minute coaching session
- KPI scorecard reviewed live, built from your own books
- One written action list per month
- Email access between sessions
- Quarterly goal reset
Multi-Entity & Accrual Tier
Businesses with 2+ entities · Audit, lender, or investor track
Quoted for your situation
Accrual, consolidation, and second reviewer sign off. A clear next step when you outgrow cash basis books.
What's Included- Full accrual (GAAP basis) monthly close
- Consolidated statements across entities
- Intercompany elimination, due to and due from tracking
- Shared cost allocation
- Standalone plus combined reporting package
- Second reviewer sign off on every close
R&D Tax Credit Service
Tech, energy, biotech, software · Any business improving products
Quoted for your situation
Zero risk, you only pay if you save. Our EA credentials mean we fight for you through any IRS audit.
What's Included- R&D eligibility assessment (free)
- Qualifying expense identification
- Forms 6765, 8974, and 941 preparation
- State level R&D credits (33 states)
- Audit ready technical documentation
- Annual credit maximization review
- IRS audit support if needed
Not sure which package is right?
Book a free consultation. We will assess your situation and recommend the right plan or package for your business. No commitment, no cost.