Packages
Tax, accounting, and bookkeeping packages for business owners in Vermont
We offer monthly fixed-price accounting packages depending on the size & needs of your business. No surprise bills at tax time.
Knowing your numbers
We’ll take care of your accounting & bookkeeping each month to give you financial peace of mind and unlock insight into how to grow your business.
- Bookkeeping
- Tax returns (individual & business)
- Tax planning
- Monthly & quarterly financial reports
Understanding your numbers
We’ll help you to identify the specific ‘leverage points’ in your business that will unlock revenue growth. Understand the impact small changes can have and make confident decisions.
- Everything in ‘Core’ plus:
- Cash flow projections
- Cash management
- CFO advisory
Growing your numbers
We’ll help you to see where to spend more to earn more. With us knowing the story behind your numbers, it’s time to start shaping what the next phase of your growth looks like.
- Everything in ‘Growth’ plus:
- Marketing stats analysis
- Consulting/coaching
- Custom advice on how to grow