Retainer Services:

Advisory Only, DIY support, and Full Services. .... read below 

Stop Drowning in Numbers, Focus on Growing Your Business
Is bookkeeping and tax a constant headache for you? Do you spend nights stressing over receipts and deadlines, wishing you had more time to focus on what truly matters - growing your business?

At we understand the challenges entrepreneurs face. That's why we offer a range of customized CPA retainer services designed to take the burden of finances off your shoulders.

Say goodbye to

Endless hours spent on bookkeeping
Missed tax deductions
The fear of making financial mistakes
Uncertainty about your business's profitability
Say hello to

Peace of mind: Knowing your finances are in the hands of experienced professionals.
Time savings: Focus on what you do best – running your business.
Maximized profits: Identify areas to save and optimize your tax strategy.
Strategic insights: Gain valuable data-driven advice to fuel your growth.
Our Retainer Packages:

We offer three tiered retainer packages to fit your specific needs and budget:

Advisory Only (starting from $197/month):

Receive expert tax and financial advice throughout the year.
Get guidance on maximizing deductions and minimizing tax liabilities.
Have access to ongoing consultations for strategic financial planning.
Perfect for businesses with established bookkeeping systems.

Advisory Plus DIY Bookkeeping Support (starting from $397/month):

Includes all benefits of the Advisory Only package.
Receive monthly reviews of your DIY bookkeeping to ensure accuracy.
Get expert advice on bookkeeping best practices.
Ideal for businesses comfortable with DIY bookkeeping but seeking a safety net.

Advisory and Full-Service Bookkeeping (starting from $597/month):

Includes all benefits of the Advisory Only package.
We handle all your bookkeeping needs - data entry, reconciliation, and reports.
Enjoy a complete financial management solution with no bookkeeping worries.
Perfect for businesses who want a fully hands-off approach.
Invest in Your Financial Freedom

Don't let financial stress hold your business back. Choose the retainer package that best suits your requirements and start focusing on what truly matters. Our dedicated CPAs will be your trusted financial partners, ensuring your business is on track for success.

Ready to take control of your finances?

Schedule a free consultation today to discuss your specific needs and find the perfect retainer package for you.

Contact Us Today! 

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