Bookkeeping, Financial Analysis & Tax Support Built for the Home Services
Accurate financial statements delivered on time every month. A CPA who always answers your messages. Tax planning that maximizes your savings. Guaranteed.
Tablestakes Package
Recommended for businesses from $1M to $3M in annual revenue
Accounting
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Weekly bookkeeping
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Monthly financial statements
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Standard KPIs and growth targets
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Home Services software light-touch support
Tax Planning & Strategy
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Comprehensive tax planning document
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1 tax planning check-in per year
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Business tax return included
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Payroll review & 1099 support
Growth Package
Recommended for businesses $3M+ or smaller businesses with big growth goals
Accounting
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Weekly bookkeeping
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Monthly financial statements
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Home Services software full support
Tax Planning & Strategy
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Comprehensive tax planning document
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2 tax planning check-ins per year
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Business tax return included
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Payroll review & 1099 support
Custom Financial Analysis
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Custom Key Performance Indicators (KPIs) and trend analysis
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Monthly budgeting & goal setting
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Monthly video from your CPA breaking down financial statements & analysis
Book a free consultation to get started!
A quick conversation with our team could change the trajectory of your business.
