Tax Master Package
This one’s for the DIY queens (and kings) who’ve got the books covered — or have a bookkeeper they love — but need expert tax strategy, filing, and year-round support. If you want strategy without the full-service bookkeeping, this is your sweet spot. Includes: Unlimited email, chat, and Zoom access to your accountant Advanced tax strategy for business + personal Quarterly and annual bookkeeping review Estimated tax planning + coaching Annual business + personal tax prep Ongoing education + support Starting at $400 a month
Professional Services
•Rigby, ID
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The Total Package
This is our all-in package for entrepreneurs who want high-level support. Unlimited access via email, chat, and Zoom with your accountant anytime Advanced tax strategy tailored for business and personal finances Monthly bookkeeping to keep your finances current Monthly financial reports for clear insights and guidance Estimated tax planning + coaching Annual tax preparation for business and personal filings Year-end filings including W-2s and 1099s Ongoing education and support to keep you informed Starting at $800 monthly
From
$800
CFO Advisory
This is for entrepreneurs who’ve mastered the basics and are ready to step into real financial leadership. You’ve got a business that’s growing — maybe fast — and now you need clear insight, strategic guidance, and a partner who can help you use your numbers to make smart, confident decisions. As your Fractional CFO, I’ll help you take the guesswork out of things like cash flow planning, pricing, inventory, forecasting, and debt or asset management. We can meet monthly or weekly depending on what your business needs... and everything we do is fully customized to your goals. Package ranges between $3,000 and $8,000 a month
From
$3,000