Is Your Financial House In Order?

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Startup Question #1

Are you well versed in startup expenses and the tax advantages of owning your own business?

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Startup Question #2

Do you know how your capital expenditures will affect your taxes?

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Startup Question #3

What startup expenses are tax-deductible, versus what is not?

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Startup Question #4

How savvy are you to the home office deduction for SMBs and how to make sure you qualify for it?

Starter 100

Bookkeeping + Compliance

$300/month

Upto 100 financial transactions
1 Checkbook & 1 Credit Card
Tax-Deductible Expense Review
Tax Advisory Services
Annual Tax Strategies
Monthly Bookkeeping & reconciliations
Basic AR/AP tracking
Cash‑basis monthly financials
Email & WhatsApp support

Starter 300

Bookkeeping + Compliance

$600/month

+ Includes All Starter 100 features
+ Upto 300 financial transactions
+ 2 Checkbooks & 2 Credit Cards

Growth (retainer)

Bookkeeping + Tax Plan + Finance

$1500/month

+ All Starter 300 features
+ Upto 600 financial transactions
+ Multiple Checkbooks & Credit Cards
+ Dedicated 4 hours a month
+ Accrual-basis books
+ Monthly closes
+ Quarterly Tax Planning
+ Cashflow Forecasting
+ KPI Dashboard
+ Monthly financial review call

Established (retainer)

CFO Advisory + Full Finance

$5000/month

+ All Growth features
+ Dedicated 12 hours a month
+ Complete Financial Management
+ Board-grade Reporting & Narratives
+ Customized FP&A model
+ Business Succession Planning
+ Strategic Scenario Analysis
+ Monthly CFO Strategy Call
+ Phone/WhatsApp for rapid decisions

Have something more custom in mind? Call For A Quote