SMALL BUSINESS ACCOUNTING BUNDLes

$125/month — billed annually [UNDER $100,000 IN ANNUAL GROSS REVENUE]

Includes:

• Quarterly bookkeeping 
• One Business Schedule C only for one self-employed activity
• Personal tax returns for the owner and spouse
• Accounting software subscription
• Email support 

$600/month — billed annually  

Includes the Micro Business Bundle, PLUS

• Business tax returns for an S Corp, C Corp, or Partnership
• Annual business tax reduction plan
• Monthly bookkeeping and customized reports
• Quarterly tax estimates and payments
• Payroll for the owner and for one employee, including all required tax filings
• Sales tax filing for one jurisdiction

$1,000/month — billed annually 

$1,500 month-to-month

Includes the Micro & Core Business Bundles, PLUS 

• Business tax reduction plan implementation
• Annual personal tax reduction plan
• Personal tax reduction plan implementation
• Ongoing tax reduction planning for the business and personal tax profiles
• Payroll for the owner and up to 5 employees, including all required tax filings
• Sales tax filings for 2 jurisdictions [add $150 for each additional filing]

$2,000/month — billed annually 

$2,500 month-to-month

Includes ALL BUSINESS BUNDLES, PLUS

• Retirement planning
• Investment planning
• Tax-efficient wealth strategies
• Budgeting & cash flow management
• Estate & legacy planning 
• One bonus add-on service available based on your preference

Are you a small business owner or a member of a corporation/partnership looking for expert financial leadership without the cost of a full-time hire? Our outsourced controller services, led by licensed CPAs, provide comprehensive financial oversight, strategic planning, and professional tax preparation—all tailored to NYC’s dynamic business environment. 

💼 Monthly Outsourced CPA Controller Package – Starting at $3,500/month

✅ CPA-Led Services: Every engagement is managed by experienced Certified Public Accountants.

✅ Tax Preparation & Filing: Accurate, timely tax returns for businesses, partnerships, and nonprofits.

✅ Financial Reporting & Analysis: Monthly statements, cash flow forecasting, and budgeting.

✅ Internal Controls & Compliance: GAAP adherence, audit readiness, and risk mitigation.

✅ Scalable Support: Flexible packages for startups, growing firms, and established enterprises.

• Supervision/processing of daily bookkeeping and payroll processing
• Approval/processing of billing and invoices
• Management/processing of accounts payable (AP), accounts receivable (AR), and general ledger
• Business tax preparation and filing
• Financial statement preparation
• Budgeting and forecasting
• Cash flow management
• Month-end close and reconciliations
• Internal control assessments
• Audit support and liaison services