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Transparent Pricing. Real Support.

We offer solutions designed to meet you where you are, and help you grow with confidence. Whether you need bookkeeping, tax support, startup guidance, or strategic advisory, you’ll only pay for what you actually need.

Tax Solutions

Perfect for:

Business owners who want to stay on top of taxes, avoid surprises, and make smarter financial decisions all year long.

Whether you need help with tax preparation, correcting past filings, or planning ahead to reduce surprises, we offer flexible tax support designed around the needs of business owners.

All Packages Include:

  • Federal tax return preparation
  • Secure client portal for document upload and communication
  • Thorough accuracy and completeness review
  • Fast e-filing and direct deposit
  • Responsive support when questions come up
  • Clear, upfront pricing with no surprise invoices

Pricing varies based on return type, complexity, and level of support needed. The examples below reflect common business-owner scenarios and are provided for reference.

Pricing Starts at:

Accounting Solutions

Perfect for:

Business owners who want clean books, clear reporting, and ongoing support to make confident decisions month after month.

Includes:

  • Accurate, up-to-date monthly bookkeeping
  • Clear financial reports you can actually use
  • A consistent month-end process that keeps everything current
  • Tax-ready books and year-end financials
  • Secure digital tools for simple document sharing and access
  • Responsive support when questions come up

We offer accounting support designed to meet you where you are and grow with your business. Whether you need reliable monthly bookkeeping or more hands-on financial support, we have a service level built to fit.

Pricing Starts at:

Launch Right: Business Setup Package

Perfect for:

New business owners who want to set up their entity, systems, and strategy the right way from day one.

Includes:

  • Business entity guidance, EIN application, and required Texas tax registrations
  • Bank account and accounting system setup
  • QuickBooks chart of accounts setup tailored to your business
  • Foundational bookkeeping setup for clean financial records
  • Business plan support covering strategy, market entry, and growth planning
  • A clear startup roadmap with next steps
  • Secure client portal for document sharing and collaboration

Pricing Starts at:

CFO Insight + Planning

Perfect for:

Business owners with growing revenue who want accurate books, reliable reporting, and a trusted advisor to help them understand their numbers and plan their next steps with confidence.

All Packages Include:

  • Smart monthly bookkeeping and tax-ready books powered by modern accounting tools
  • Advanced financial statements and KPI dashboards that give you real-time visibility
  • Cash flow forecasting and scenario planning to help you make informed decisions
  • Strategic review meetings that turn financial data into clear direction
  • Ongoing tax support and forward-looking strategy designed to protect profitability
  • A modern advisory experience supported by integrated tools and year-round insight

Pricing Starts at:

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