• Bookkeeping with unlimited linked accounts

• Supports approx. 150–200 transactions/month

• Dedicated bookkeeper with phone, email, and text access

• Based on QuickBooks Online — easy access and full transparency

• Local support & Remote Service with a personal touch — Citrus County, FL-based

• CPA-led advisory available as needed

• Tax prep and planning available as add-ons

Everything in Essential, plus:

• Tax filing included (Federal + 1 State)

• Supports approx. 200–500 transactions/month

• Sales Tax

• Payroll Tax

• Annual Filings

• Tangible & Intangible Tax Returns

• Catch-up bookkeeping available

• Various Others

Includes everything in Enhanced Plan, Plus:

Whether you need guidance on scaling your business, preparing for investment, improving profitability, or navigating financial challenges, our seasoned CFO expertise is tailored to fit your unique needs. Gain clarity, control, and confidence in your business finances while freeing up time to focus on what you do best.

Get CFO-level insights and strategy—on your terms.

We cater our services to your needs!

Federal and State Tax Preparation Services

Free Consultation in person or via Zoom.