Our Services
As your accountant and advisor, our goal is to provide your business with the expertise and support you deserve. Our services are a monthly fixed-fee. Never worry about a surprise bill. We offer various plans to help you grow and thrive, no matter what stage your business is in. We frequently help clients strategically save $10,000+ in taxes, annually. Our ultimate goal is to help you save more in taxes than the cost of the service.
bookkeeping-only
STARTING AT $495 per MONTH
Ideal for business owners with simple tax situations who can file tax returns themselves.
Included Services
- Monthly Bookkeeping & Accounting
- Monthly Financial Reports
- Annual Tax Strategy Guidance
Technology
- QuickBooks Online
- Avalara Sales Tax
- Gusto Payroll and HR Software
Support
- Unlimited Access to Team Member
- CPA Review of Reports
Add-on services
- Individual and Business Tax Return Filings
- Tax Strategy Consulting and Implementation
- Bank, Credit Card, and Account Reconciliations
- Payroll Processing
- Quarterly Estimate Assistance
- Sales Tax Return Filing
- Accounts Payable and Bill Pay
- Accounts Receivable and Billing
- Support Retention
- Financial Projections & Analysis
- 1099-NEC and W-9 Assistance
- Historical Accounting Clean-up
- Employee & Owner Retirement Plans*
- Investment Plans and Financial Advisory*
*All investment management and financial advisory services are provided by Build Financial Advisors.
Growth
STARTING AT $675 PER MONTH
Ideal for business owners who want to save on taxes and desire a piece of mind that all tax and accounting compliance requirements are met.
Included Services
- Individual and Business Tax Return Filings
- Monthly Bookkeeping & Accounting
- Monthly Financial Reports
- Monthly Profitability Analysis
- Annual Tax Strategy Guidance
Technology
- QuickBooks Online
- Avalara Sales Tax
- Gusto Payroll and HR Software
Support
- Unlimited Access to Team Member
- CPA Review of Reports
Add-on services
- Tax Strategy Consulting and Implementation
- Bank, Credit Card, and Account Reconciliations
- Payroll Processing
- Quarterly Estimate Assistance
- Sales Tax Return Filing
- Accounts Payable and Bill Pay
- Accounts Receivable and Billing
- Support Retention
- Financial Projections & Analysis
- 1099-NEC and W-9 Assistance
- Historical Accounting Clean-up
- Employee & Owner Retirement Plans*
- Investment Plans and Financial Advisory*
*All investment management and financial advisory services are provided by Build Financial Advisors.
Thrive
Starting at $1,095 per month
Ideal for business owners who want to delegate all tax, accounting, and financial services to the experts. Perfect for business owners who want to solely focus on growing and scaling their business.
Included Services
- Individual and Business Tax Return Filings
- Tax Strategy Consulting and Implementation
- Monthly Bookkeeping & Accounting
- Monthly Financial Reports
- Monthly Profitability Analysis
- Year-End Bank and Credit Card Reconciliations
- Quarterly Estimate Assistance
- Form 2553 S Corporation Election
Technology
- QuickBooks Online
- Avalara Sales Tax
- Gusto Payroll and HR Software
Support
- Unlimited Access to Team Member
- CPA Review of Reports
- Quarterly Financial Statement Reviews and Tax Strategy Meetings
Add-on services
- Payroll Processing
- Sales Tax Return Filing
- Accounts Payable and Bill Pay
- Accounts Receivable and Billing
- Support Retention
- Financial Projections & Analysis
- 1099-NEC and W-9 Assistance
- Historical Accounting Clean-up
- Employee & Owner Retirement Plans*
- Investment Plans and Financial Advisory*
*All investment management and financial advisory services are provided by Build Financial Advisors.
CFO
custom pricing
Ideal for business owners who need a Chief Financial Officer for their business. The business owner receives proactive and daily visibility into their business’ financial performance.
Included Services
- Custom Services to Meet Your Business’ Needs
Technology
- QuickBooks Online
- Avalara Sales Tax
- Gusto Payroll and HR Software
Support
- Custom Support to Meet Your Business’ Needs
Add-on services
- Payroll Processing
- Sales Tax Return Filing
- Accounts Payable and Bill Pay
- Accounts Receivable and Billing
- Support Retention
- Financial Projections & Analysis
- 1099-NEC and W-9 Assistance
- Historical Accounting Clean-up
- Employee & Owner Retirement Plans*
- Investment Plans and Financial Advisory*
*All investment management and financial advisory services are provided by Build Financial Advisors.