Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.

Canopy

Client Communications

Canopy
Bill

Accounts Payable

Bill

Google Drive

Google Drive

Microsoft Teams

Microsoft Teams

QuickBooks

Online Accounting

QuickBooks Online

Wave

Wave

Dropbox

Dropbox

Zoom

Video Conferencing

Zoom

The products that we offer

FULL PRODUCT SUITE

We’re not your typical accounting firm. While others focus on compliance and historical reporting, we’ve evolved into strategic financial partners who help small and mid-sized businesses navigate growth, transition, and opportunity with confidence, clarity, and peace of mind.

Financial partnership that drives measurable results

While other accounting firms stick to the old playbook of compliance and historical reporting, we’ve built something different. We see automation and AI as tools that free us up to focus on what really matters—providing strategic insights that help your business grow. Our superpower is translating complex financial data into actionable business intelligence that helps SMBs thrive.

Pricing Module 1

save 20%

Monthly pricing

Pricing

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Basic

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$29

Pro

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$79

Yearly pricing

Pricing

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Basic

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$290

Pro

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$790

Pricing Module 2 (HTML Table)

Basic Tax Proactive Tax Annual Tax & Accounting Monthly Tax & Accounting Full-service Tax & Accounting

Starting at $795
annually

Starting at $1,495
annually

Starting at $2,995
annually

Starting at $895
monthly

TBD by engagement
monthly

Tax Return Preparation

yes yes yes yes yes

Estimated Payment Recommendations

yes yes yes yes yes

Financial Preparation

Annually

Monthly

Monthly

Year-end Planning

yes yes yes yes

1099s

yes yes yes

Payroll Assistance

yes yes

Payroll Processing

yes

Accounts Payable

yes

Accounts Receivable

yes

Fractional CFO

yes

Pricing Module 3

Pricing Module 4

Ready to experience a financial partnership that drives results?

We’re not stuffy accountants—we’re strategic partners who understand your business challenges and help you overcome them. If you’re looking for a true financial ally, not just a service provider, let’s start a conversation.