Service Packages

Flexible Accounting Plans
for Every Stage of Growth

Core Compliance

Perfect for startups, e-commerce shops, and busy medical professionals who need foundational support.

Includes :

  • Monthly Bookkeeping
  • Bank & Credit Card Reconciliations
  • Financial Statement Preparation
  • Corporate Tax Filing (Annual)
  • Email Support & Quarterly Check-Ins
Popular Package

Strategic CFO

Ideal for scaling tech startups, e-commerce brands, and expanding international companies.

Includes everything in Growth, plus:

  • Virtual CFO Advisory
  • Financial Modeling (Investor-ready reports, pro forma)
  • Cross-Border Compliance & Structuring (U.S./Canada)
  • Monthly Strategy Calls & Board Reporting
  • Custom Tech Stack Integration & Automation Guidance

Growth Advisory

For growing businesses that need more proactive insights and payroll support Designed to streamline operations

Includes everything in Core, plus

  • Monthly Financial Analysis & KPI Dashboards
  • Payroll Setup & Management (up to X employees)
  • Sales Tax Filing & Compliance (multi-state/province)
  • Quarterly Tax Planning & Strategy
  • Phone/Zoom Support
Services

Our Specialized
Accounting Services.

Monthly Bookkeeping

Monthly Bookkeeping

Accurate, clean books delivered monthly so you can focus on growth — not spreadsheets.

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Financial Reporting

Financial Reporting

We turn your numbers into insights with easy-to-read dashboards and management reports.

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Sales Tax Compliance

Sales Tax Compliance

Stay ahead of multi-state or multi-province tax rules — critical for e-commerce and services.

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Payroll Management

Payroll Management

Worry-free payroll with direct deposit, tax filings, and full compliance built in.

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Corporate Tax Filing

Corporate Tax Filing

We file your corporate taxes accurately and develop strategies to reduce liability long-term.

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Virtual CFO Services

Virtual CFO Services

Executive-level financial guidance — budgeting, forecasting, board reports, and more.

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Startup Structuring

Startup Structuring

From cap tables to entity setup, we build the foundation for startup success.

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Cross-Border Compliance

Cross-Border Compliance

Navigate U.S. and Canadian compliance with confidence. We handle cross-jurisdictional complexity.

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Financial Consultation

Expert Accounting & Business Advisory to Accelerate Your Growth