Advanced accounting, tax, and advisory solution for established businesses including:

• Real-time bookkeeping with KPI dashboards and trend analysis

• Multi-entity reconciliation with profitability tracking by service/client

• Annual tax return preparation with proactive quarterly tax planning sessions

• Weekly 60-minute strategic business review calls

• Cloud-based software with custom reporting and financial forecasting

• Dedicated account manager with immediate response support

Perfect for: Successful small businesses, established consultancies, and high-revenue solo professionals seeking strategic financial guidance.

Add-ons: Payroll ($10/employee/month), CFO consulting ($200/hour), entity optimization review (from $1,000 / month).