Monthly Retainer Packages
Our tiered retainer plans are built to grow with you. By working together year-round, we help you stay ahead of problems, reduce tax season stress, and keep everything running smoothly—so you can focus on building your business with confidence.
Foundations
Tier 1
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We handle the day-to-day bookkeeping and payroll, making sure your records are accurate and your tax obligations are met. It’s a simple, reliable foundation that keeps things running smoothly—so you can focus on running your business.
Growth
Tier 2
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This tier includes everything in Tier 1, plus monthly financial statements that give you a clear picture of how your business is performing. We also take care of quarterly and annual tax prep, so you stay ahead of deadlines, avoid surprises, and make smarter decisions year-round.
Advanced Advisory
Tier 3
This tier includes everything from Tiers 1 and 2, plus hands-on fractional CFO support. We help you plan ahead, track key metrics, and make smart, data-informed decisions using custom Power BI dashboards. It’s the strategic partnership that helps you move from reacting to leading.
