our Packages

Lower Tax Burden, Efficient Processes, & Impeccable Financials

Simplify your financial management with our comprehensive suite of services. From tax returns to bookkeeping, we handle all your accounting tasks with expertise and dedication. With a dedicated point of contact, we provide year-round support to ensure your business thrives.

what's included

Your Complete Outsourced
Accounting Package

Unlock the full potential of your business with our comprehensive outsourced accounting package. From tax returns to bookkeeping and financial analysis, we provide all the essential accounting services you need for success.

Lower Taxes
Streamline Your Financial Records

Leave the mess behind and let us transform your financial records into a clean and organized system, ensuring accuracy & efficiency.

Optimize Tax
Savings & Planning

We will analyze your financials, identify tax reduction opportunities & create a customized plan to minimize your tax burden while staying compliant.

Comprehensive Bookkeeping & Payroll

From monthly bookkeeping to seamless payroll management, our dedicated team will handle all your accounting needs, allowing you to focus on growing your business.

CPA & Tax Accountant in the Carolinas

Service Plans

Simplified Monthly Pricing for Businesses of Every Scale

Copper
Tax Planning Solutions with Monthly Bookkeeping.
Monthly Bookkeeping
Proactive Tax Planning
Division 26 Template Library
Aluminium
Tax Planning Solutions, Tax Filings, Monthly Bookkeeping, Job Costing, and Consultation
Everything in our Copper Package PLUS
Job Costing
Business Tax Filing
Worker's Comp Audit Support
1099 Filings
Quarterly Meeting Time Included
Platinium
Tax Planning Solutions, Monthly Bookkeeping, and Fractional CFO Services.
Everything in our Copper and Aluminium Packages PLUS
Weekly Financial Score Card/KPIs
Monthly WIP Report
Monthly Meeting Time
Invoicing and Bill Pay