We Don't Believe in Contracts. Love Us or Leave Us.
We provide LA business owners with absolute integrity and clean books.
Select Your Level of Service
Adjust the sliders below to see estimated pricing based on your specific business needs.
Bookkeeping
This is for business owners who are done with messy books and surprise tax bills.
Included Every Month:
- Full ReconciliationAll bank accounts + credit cards reconciled to the penny
- Transaction CleanupNo more "Uncategorized Expense" or "Ask My Accountant"
- Financial ReportsP&L, Balance Sheet, and Cash Flow delivered by the 10th
- Video Walkthrough3-min Loom from our team: "Here's what your numbers mean and what to do next"
- CPA-Ready Year EndWe package everything your tax preparer needs. No extra charge.
Bookkeeping Packages
For businesses needing accurate financial records and insights for growth.
BASIC PLAN
Bookkeeping
Reliable bookkeeping services to cover your basic financial reporting needs.
- Dedicated bookkeeping experts
- Accurate monthly books and year-end tax-ready financial packages
- P&L, balance sheet
- Unlimited communication with your bookkeeping team
STANDARD PLAN
Bookkeeping & Payroll
Reliable services best for businesses needing bookkeeping & payroll integration.
- Bookkeeping services
- Quarterly tax filing support to avoid IRS penalties
- Accounts payable & receivable tracking
- Cash flow management reports for better decision-making
PREMIUM PLAN
Full-Service Bookkeeping
Reliable services perfect for businesses needing full-service bookkeeping & financial strategy.
- Full-service bookkeeping & payroll processing
- Dedicated tax strategist for proactive tax planning
- Sales tax compliance & filing
- Budgeting & forecasting reports to help plan for growth
- Business financial health assessment for deeper insights
Select Your Level of Service
Adjust the sliders below to see estimated pricing based on your specific business needs.
Complete Payroll
Accurate, on-time payroll with full tax compliance and reporting.
Included Every Month:
- Direct DepositFast and secure direct deposits for W-2 employees and 1099 contractors
- Tax Filings & PaymentsWe handle all federal, state, and local payroll tax calculations and filings
- Year-End W-2s & 1099sPreparation and distribution of all required year-end forms
- Garnishment ManagementHandling of child support and other wage garnishments
- Employee PortalSelf-service access for your team to view paystubs and W-2s
Payroll Packages
Accurate, on-time payroll solutions for growing teams.
BASIC PLAN
Core Payroll
Essential payroll processing for small teams with straightforward needs.
- Direct deposit for W-2 employees
- Basic payroll tax calculations
- Standard paystubs
- Employee self-service portal
STANDARD PLAN
Payroll & Compliance
Comprehensive payroll with full tax filing and compliance management.
- Everything in Basic Plan
- Automated federal, state & local tax filings
- 1099 contractor payments
- Year-end W-2 and 1099 preparation
- Garnishment management
PREMIUM PLAN
Full HR & Payroll
Complete payroll processing combined with essential HR support.
- Everything in Standard Plan
- Benefits administration integration
- Workers' comp tracking
- Time tracking integration
- Dedicated payroll specialist
Select Your Level of Service
Adjust the sliders below to see estimated pricing based on your specific business needs.
Tax Preparation
Strategic tax preparation designed to minimize liability and maximize savings.
Included in Tax Prep:
- Federal & State ReturnsComprehensive preparation of all required business and owner returns
- Deduction OptimizationWe dig deep to ensure you're claiming every legal deduction available
- K-1 PreparationAccurate K-1 generation for partners and shareholders
- Audit SupportWe stand behind our work and assist if questions arise from the IRS
- Tax Planning SessionPost-tax season review to plan for the upcoming year
Tax Preparation Packages
Strategic tax filing designed to minimize liability and maximize savings.
BASIC PLAN
Personal Tax Prep
Accurate filing for individuals and simple sole proprietorships.
- Form 1040 Preparation
- Schedule C (if applicable)
- Standard deductions & credits
- State tax return included
- Secure document portal
STANDARD PLAN
Business Tax Prep
Comprehensive tax preparation for LLCs, S-Corps, and Partnerships.
- Business Return (1120S, 1065, 1120)
- K-1 Preparation for owners
- Personal Return (1040) included
- Deduction optimization review
- Year-end tax planning session
PREMIUM PLAN
Tax Strategy & Prep
Proactive tax planning combined with multi-entity preparation.
- Multiple Business Returns
- Advanced tax strategy implementation
- Quarterly estimated tax calculations
- Audit support & representation
- Priority filing status
Select Your Level of Service
Adjust the sliders below to see estimated pricing based on your specific business needs.
Fractional CFO
High-level financial strategy and cash flow management to scale your business.
Included Every Month:
- Strategic Advisory Meetings1-2 monthly deep dives into your financials, KPIs, and growth goals
- Cash Flow Forecasting13-week rolling cash flow projections so you never run out of money
- Budgeting & Variance AnalysisCreating budgets and holding your team accountable to them
- Profit Margin OptimizationIdentifying which products/services make money and which drain it
- Board & Investor ReportingProfessional financial decks for stakeholders or lenders
* Disclaimer: The prices shown in these calculators are estimates based on standard scenarios. Final pricing is subject to change and may vary from these estimates. An exact quote will be provided after a comprehensive review of your specific business needs and financial records during our discovery call.
Fractional CFO Packages
High-level financial strategy and cash flow management to scale your business.
BASIC PLAN
Financial Insights
Essential financial oversight for businesses ready to scale.
- Monthly financial review meeting
- Basic cash flow forecasting
- Key Performance Indicator (KPI) tracking
- Budget vs. Actual analysis
- Email support
STANDARD PLAN
Strategic CFO
Deep strategic guidance for aggressive growth and profitability.
- Bi-weekly strategy sessions
- 13-week rolling cash flow projections
- Profit margin optimization
- Departmental budget management
- Vendor negotiation support
PREMIUM PLAN
Executive CFO
Comprehensive financial leadership for complex operations.
- Weekly executive meetings
- Board & investor reporting decks
- M&A or funding readiness
- Advanced financial modeling
- Direct coordination with CPA & legal
Calculate Your ROI
What is your time really worth? See how much you save by delegating your finances to an expert.
Your Hidden Cost
wasted per month doing it yourself
Estimated Monthly Savings
Based on our starting package
Find the Right Level of Support
From essential bookkeeping to advanced strategic advisory, choose the partnership tier that aligns with your business goals.
| Service Features | Core BookkeepingEssential | Premium AccountingMost Popular | Advanced CFO AdvisoryStrategic |
|---|---|---|---|
| Dedicated Account Manager | |||
| Monthly Bank Reconciliation | |||
| Standard Financial Reporting | |||
| Year-End Tax Prep Ready | |||
| Payroll Processing | |||
| Accounts Payable/Receivable | |||
| Proactive Tax Planning | |||
| Custom KPI Dashboards | |||
| Cash Flow Forecasting | |||
| Fractional CFO Advisory |
Client Success
Case Studies
A curated collection of my most impactful financial strategies, tax optimizations, and advisory successes.
⭐ FeaturedA hypothetical roofing company was bleeding cash due to messy books and untracked material costs. I stepped in, cleaned up 12 months of backlogged transactions, and implemented a proactive tax strategy that would typically save a business like this $42,000.
Tax StrategyIn this illustrative case, a successful architectural firm was overpaying on taxes due to poor entity structuring. By switching them to an S-Corp and optimizing deductions, I showed how a business with this profile could save $25,000 annually.
CFO AdvisoryA hypothetical landscaping business struggled with unpredictable seasonal cash flow. Through my fractional CFO services, I implemented weekly cash flow forecasting and equipment profitability analysis, resulting in a theoretical 30% margin increase.
PayrollFacing complex California labor laws and multi-crew payroll headaches, this illustrative business needed a complete overhaul. I integrated a modern payroll system that automated compliance, eliminating errors and IRS penalties.
BookkeepingA hypothetical investment group had $50,000 sitting in 'Uncategorized Expenses' and hadn't reconciled accounts in 8 months. I provided a full historical cleanup, delivering CPA-ready books and crystal-clear property profitability reports.
⭐ FeaturedIn this example, a remodeler received a threatening IRS notice and faced a potential bank levy due to unfiled returns. I handled all IRS communication, filed the back taxes, and negotiated an affordable installment agreement.
Disclaimer: The case studies presented above are hypothetical examples illustrating the types of services offered and potential outcomes for Los Angeles businesses. Results may vary based on individual circumstances.
Your Onboarding Journey
Switching accountants shouldn't be stressful. We've perfected a 14-day transition process to get your books in order without disrupting your business.
1. Discovery & Proposal
We review your current books and provide a transparent, flat-rate proposal. No surprises.
2. Secure Onboarding
Sign your agreement and get access to your secure client portal. Upload your documents safely.
3. Kickoff Call
A 30-minute strategy session to align on goals, workflows, and reporting preferences.
4. Books Optimized
We clean up any historical messes and transition you to our streamlined monthly process.
New Client Checklist
Here's exactly what we need to get started. Don't worry, we'll guide you through each step.
Start Onboarding Now- Read-only access to QuickBooks/Xero
- Last 3 months of bank statements
- Previous year's tax return
- List of current business loans/credit cards
