Helping Service Providers Improve Profitability, Stay Organized, and Build Stronger Financial Systems
Service‑based businesses rely on time, expertise, and relationships. Your financial challenges are different from product‑based companies. From tracking project income and managing variable expenses to planning for taxes and maintaining clean books, you need clarity to stay profitable.
Whether you are a consultant, contractor, creative professional, or agency owner, the right financial strategy can help you grow with confidence. Our service packages provide structure, proactive planning, and ongoing support so you can focus on delivering exceptional service.
| Monthly fees starting at |
Tax Only $250 |
Silver $500 |
Gold $750 |
Legacy $2000 |
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| Tax returns preparation Bi-annual meetings |
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| Tax Projection* | ||||
| Entity selection - reasonable comp for S-corp shareholder, C-corp advantages |
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| Monthly bookkeeping & reporting |
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| Dedicated Team for your industry |
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| Multi-state and/or Foreign reporting |
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| Payroll forms included* | ||||
| Personal financial planning |
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| Coordinate with your attorney |
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| Succession & estate planning |
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| IRS representation - IRS correspondence & audit protection (up to 10 hrs) |