Comprehensive Services to Fuel Your Business Growth

Discover a wide range of services that cater to your unique tax and accounting needs. From individual services to bundled packages, we've got you covered.

Schedule An Appointment

Service information

With our accounting and tax services, growing your business just got a whole lot easier.

MyAccountant

Get personalized accounting support to manage your daily business finances with ease (For 1 business owner)

MyAccountant Subscription

MyController

Level up your financial strategy with in-depth reporting and analysis (For 2 business owners)

MyController Subscription

MyCFO

Gain expert financial leadership to drive long-term growth (For 3-5 business owners / partners)

MyCFO Subscription

Full Tier Breakdown

Detailed Cost Analysis: Understand the value each tier offers.

View Full Tier Breakdown

Core Advisory Services

Service Overview: A snapshot of what our core advisory services include.

View Core Advisory Services

Learn How It Works

Step-by-Step Guide: See how our process makes your life easier.

View How It Works

MyAccountant

$1,000 per month - For 1 Business Owner

Who’s it for:

  • Startups and young businesses with low complexity
  • Businesses that utilize web-based accounting software (e.g. Quickbooks, Xero)
  • Simple tax planning
  • 1 to 3 employees
  • Business owners wanting to start out right remaining compliant
  • Desire for growth

Services Included:

  • Compliance checks related to tax, business, and HR issues
  • Review of previous years’ books and filed tax returns for planning opportunities (non attest)
  • Business Entity Selection & Planning
  • Tax Projection Statement
  • Collaborative bookkeeping (no payroll or vendor/bill payment)
  • Salary Schedules to optimize tax prepayment and avoid penalties and interest (1 owner)
  • Business Federal & State Income Tax Return for one business
  • Individual Federal & State Tax Return of one owner
  • Business coaching on HR-related matters

Fractional CFO Services add-on for $500 per month:

Schedule An Appointment
View Full Breakdown

MyController

$1,500 per month - For 2 business owners

Who’s it for:

  • Small businesses with moderate complexity
  • Businesses that utilize web-based accounting software (e.g. Quickbooks, Xero)
  • Moderate tax planning
  • More transactions & accounts
  • 3 to 15 employees
  • Business owners needing to focus on revenue drivers instead of compliance
  • Desire for growth

Services Included:

  • Everything included under MyAccountant, plus:
  • Collaborative bookkeeping with Payroll Services (no vendor/bill payment)
  • Salary Schedules to optimize tax prepayment and avoid penalties and interest (2 owners utilizing payroll)
  • Tax Planning Meeting
  • Tax Projection Statement for up to 2 owners
  • Business Federal & State Income Tax Return for holding company
  • Individual Federal & State Income Tax Return of owner(s) of main operational business (up to 2 owners)
  • Individual Federal & State Income Tax Return of 2 family members of each owner (up to 2 owners; max 4 returns)
  • Sales Tax Returns
  • Tangible Property Tax Return
  • IRS Tax Notice Resolution
  • Unlimited email correspondence with same-day response window for emails between 8am-4pm EST

Fractional CFO Services add-on for $500 per month:

Schedule An Appointment
View Full Breakdown

MyCFO

$2,500 per month - For 3-5 business owners / partners

Who’s it for:

  • Established businesses with increased complexity
  • More than one business
  • Businesses that utilize web-based accounting software (e.g. Quickbooks, Xero)
  • High level tax planning
  • Increased transactions & accounts
  • 16+ employees
  • Business owners needing to focus on revenue drivers & scaling instead of compliance
  • Desire for growth

Services Included:

  • Everything included in Tiers 1 & 2, plus:
  • Multi-entity structuring planning
  • Salary Schedules to optimize tax prepayment and avoid penalties and interest (all owners utilizing payroll)
  • Monthly Management Report (cash flow, KPIs)
  • Unlimited email correspondence with same day response window

Fractional CFO Services add-on for $500 per month:

Schedule An Appointment
View Full Breakdown

Easily schedule a consultation with us today.

Pick a time that works for you and let's talk about your financial goals.