Building a stronger business model.
Basic tax services leave you figuring out things on your own. We're changing that.
Our service model
Our service model is based on the development stages every owner and their business has to go through. Each level has its own focus and builds on the awareness gained during the prior level.
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Laying the foundations
Accounting, tax, and payroll items
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Gaining awareness
Tax planning, business guidance, and insight sessions
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Implementing transformation
Business coaching and profit improvement
Do you want to wonder or do you want to know?
Our systems and processes are designed to keep you informed of your situation as things are happening rather than months later when it's often too late.
Care Packages: service catered to you
Our focus on serving business owners and their businesses allows us to build custom Care Packages designed around your specific wants and needs. Care Packages are similar to the monthly subscription model in which all your agreed-upon services for the year are included in one monthly price. They are designed around the idea that it's nice to have a known, fixed amount you're investing into your accounting services. The packages we offer include tax preparation for both your individual and your business returns in addition to all of the monthly, quarterly, and annual services we'll be providing.
Before beginning your package, you will be presented with several different options. Each option is priced to take into account the value of services being received and the level of commitment you are willing to invest. When choosing a Care Package, you're choosing your price and your level of investment up front so that you're able to plan ahead and avoid unexpected fluctuations in your billings by paying the same amount each month.
See how we can help
A dedicated team
Get help with your tax, accounting, and business situations by working year-round with your team.
It pays to be proactive
Planning ahead allows you to navigate your situation more effectively and helps you keep more money in your pocket.
Strong from the start
Our two-part onboarding process for business clients builds a strong foundation from the start.
Technology we use
We've designed our technology stack around the idea that accounting should be easy to use, powerful, and accessible.
Still curious?
For individuals, we offer hourly rates, which means your invoice will be determined by the level and the complexity of the work involved. Higher levels of involvement from us mean a higher level of price commitment from you. Because of the uncertainty surrounding hourly billing, we are unable to give price estimates.
For businesses, we offer both hourly rates and 12-month Care Package subscriptions. Care Packages are built around your specific wants and needs and are similar to the monthly subscription model in which all your agreed-upon services for the year are included in one monthly price. They are designed around the idea that it's nice to have a known, fixed amount you're investing into your accounting services.
Before beginning your package, you will be presented with several different options. Each option is priced to take into account the value of services being received and the level of commitment you are willing to invest. When choosing a Care Package, you're choosing your price and your level of investment up front so that you're able to plan ahead and avoid unexpected fluctuations in your billings by paying the same amount each month.
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