Flexible Accounting, Tax, and Advisory Packages Built for Growing Businesses
Choose the level of support that fits your business today—with the flexibility to grow as your needs evolve.
Services are delivered virtually and in person by appointment, with on-site support available for businesses in Brockton and nearby areas.
Services Packages
We provide comprehensive and personalized services plans that fit different needs and goals, ensuring optimal results.
Starter Package
Best for new businesses and small service-based businesses that need clean books and monthly organization.
Includes:
- Monthly bookkeeping
- Bank and credit card reconciliations
- Invoicing and bill tracking support
- Monthly financial summary
- Email support
- Monthly data update with Bookkeeper
Growth Package
Best for businesses that want bookkeeping, payroll support, and tax support in one place.
Includes everything in Starter, plus:
- Payroll support for up to 5 employees
- Monthly financial reports
- Business tax return preparation
- Quarterly tax planning
- Ongoing support for questions and decisions
- Debt Reconciliation
- Monthly Financial Reporting
Advisory Package
Best for businesses that want more guidance on financial performance, tax strategy, and cash flow.
Includes everything in Growth, plus:
- Monthly financial statement review
- Cash flow forecasting
- Business performance analysis
- Tax strategy support
- Monthly advisory call
CFO / Controller Package
Best for established businesses that need a higher level of financial oversight and strategic support.
Includes everything in Advisory, plus:
- Advanced financial oversight
- Strategy and decision support
- Monthly KPI review
- Budgeting and planning
- Priority support
Important package note
Packages are customized based on business size, transaction volume, payroll complexity, and service needs. Final pricing is confirmed after a strategy call.
Not sure which package is right for you?
Let’s talk. We’ll guide you to the best solution.
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