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Service Bundles & Pricing Tiers
Accounting Advisory
Fractional CFO support for established businesses seeking insight and strategy.
Starting at
$1,500
per month
Includes everything in Advisory +:
1. Monthly bookkeeping
2. Monthly reconciliations
3. Financial statements
4. Month-end close
5. Cash-flow review
6. Sales tax and payroll coordination
7. Monthly meetings & tax projections
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Mock IRS Audit – Starting at $1,500
Know where you stand—before the IRS does.
A proactive way to identify red flags, documentation gaps, or compliance risks, our Mock IRS Audit simulates a real IRS examination based on your financials and prior tax filings. Drawing from years of experience as an IRS agent, we analyze your returns just like the IRS would—giving you insight into:
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Potential audit triggers
Missing or inadequate documentation
Problem areas and exposure risks
Steps to strengthen compliance
You’ll receive a written report, risk rating, and a 1:1 strategy session to review findings and recommendations. Ideal for high-net-worth individuals, business owners, or anyone filing complex returns.
Not Sure Which Service Fits You Best?
We get it, choosing the right financial solution can feel overwhelming. Whether you're unsure about bookkeeping, tax prep, or support, we're here to help.
Let’s talk through your goals and point you in the right direction with expert guidance.
Let’s find the right fit.
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