• Prosperity Blueprint

    Basic Tier – A foundational plan for streamlined bookkeeping and reliable financial reporting.

    Includes:

    Monthly bookkeeping (income, expenses, AP/AR reconciliation)

    Bank and credit card reconciliations

    Financial statements: P&L, Balance Sheet, Cash Flow

    Secure client portal access & document storage

    Monthly email support

    Ideal for: Entrepreneurs and startups focused on staying organized and compliant.

  • Capital Elevate

    Premium Tier – Your strategic financial partner for long-term growth and decision-making.

    Includes everything in Prosperity Blueprint, plus:

    Monthly performance insights & advisory reporting

    Annual business health review

    Quarterly tax strategy sessions to optimize planning and reduce liabilities

    Ideal for: Businesses ready to scale with deeper insight and strategic clarity.

  • People & Payroll Essentials

    Payroll + HR Tier – Seamless payroll and HR support for modern teams.

    Includes:

    Payroll processing (monthly or biweekly) with federal & state tax filings

    Year-end W-2s and 1099s

    Employee onboarding, offboarding, and benefits tracking (PTO, health, retirement)

    Payroll journal entries, employee portal, and reports

    HR compliance tools, including time-tracking integration, policy templates, and custom handbooks

    Ideal for: Businesses managing employees who need smooth, compliant payroll & HR operations.

  • Annual Tax Essentials

    Tax Tier – Annual Service
    Stress-free annual compliance and year-end support.

    Includes:

    Federal & state business tax return preparation

    Year-end bookkeeping review

    1099 filings (up to 5 contractors)

    One annual tax planning session

    IRS correspondence support (1 notice)

    Ideal for: Business owners needing once-a-year support for taxes only.

  • Elevate Elite

    On-Demand Strategic & Project-Based Support

    Services include:

    Financial system transitions (QuickBooks, Xero, Gusto)

    Sales tax filing & compliance

    Bookkeeping clean-up or catch-up projects

    Business formation guidance

    Audit preparation and due diligence support

    Strategic financial leadership on demand

    Ideal for: Businesses facing transitions, growth milestones, or needing financial strategy without a full-time hire.

    Available as add-on packages or standalone engagements. Pricing varies by scope.