Services

More than an
accountant.
A finance partner.

We embed into your business the way a finance partner should — close every month, present when it matters, and invested in the outcome.

3
Service tiers built around how your business actually works
1
Point of contact — the person who scopes the work is the person who does it
We operate as an extension of your team — not just someone who sends a report and disappears. Every engagement is built for ongoing partnership, consistent delivery, and financial clarity you can actually act on.
Core Services

Three tiers. One consistent standard.

Pricing is scoped per engagement based on your expense volume and complexity. All tiers include a primary point of contact and monthly financial statements.

Tier 01
Bookkeeping Only
Clean, accurate books and financial statements — delivered on a consistent monthly cadence.
Compliance-focused
Best for: Established businesses with straightforward operations that need reliable books without ongoing advisory.
What's included
  • Monthly bookkeeping and transaction categorization
  • Bank and credit card reconciliations — all accounts
  • P&L, Balance Sheet, and Cash Flow statement
  • Up to 30 minutes/month for basic questions via email or portal
  • AI-assisted close workflow with CPA review on every deliverable
Not included
  • Operational insights or variance analysis
  • Process recommendations
  • Forecasting, budgeting, or strategic advisory
Advisory included
Up to 30 minutes per month for basic questions and report explanations. Delivered via email or client portal — no scheduled meetings.
Pricing is based on average monthly expenses and complexity. Scoped per engagement — no published rates.
Get a quote
Tier 02
Bookkeeping + Operational Advisory
Books plus the context behind them — what changed, why it matters, and what to watch.
Most popular
Best for: Growing businesses that want to understand performance, not just receive reports.
What's included
  • Everything in Tier 1
  • Variance analysis and commentary — what changed and why
  • Process improvement recommendations
  • Up to 2 hours/month of operational advisory
  • Monthly advisory calls (typically 1–2 × 30-minute calls)
  • AI-assisted workflows with CPA-level review on every output
Not included
  • Forecasting or budgeting (upgrade to Tier 3)
  • Forward-looking strategic planning
Advisory included
Up to 2 hours per month of operational advisory. Delivered via email, portal, or scheduled calls. Questions requiring forward-looking guidance trigger a Tier 3 conversation.
Pricing is based on average monthly expenses and operational complexity. Scoped per engagement.
Get a quote
Tier 03
Strategic Advisory
Forward-looking guidance scoped and priced separately — assumes current, accurate bookkeeping under Tier 1 or Tier 2.
Add-on engagement
Best for: Businesses facing significant decisions that need more than operational context — planning, modeling, and scenario analysis.
Session-based retainers
  • Recurring advisory sessions focused on decision support
  • Pricing discussions and growth planning
  • Preparation time included for complex sessions
  • Unused hours do not roll over
Deliverable-based engagements
  • Budgets, forecasts, and cash flow models
  • Scenario modeling and strategic analysis
  • Each deliverable scoped separately with fixed price
How it's priced
Session-based retainers and deliverable-based projects are priced separately. All strategic advisory is scoped before engagement begins — no open-ended billing.
Strategic advisory is scoped and priced per engagement before work begins — no open-ended billing.
Discuss your needs
Add-On Service

Payroll, handled cleanly.

Available exclusively to active Tier 2 clients. Powered by Gusto, integrated directly into your books.

What's included
Payroll Administration
We handle payroll setup, configuration, scheduled runs, and journal entry integration — so your payroll and your books are always in sync. No HR, benefits, or employment law advisory.
  • Gusto account setup, transition, or takeover
  • Employee onboarding, pay rates, and deductions
  • Scheduled payroll runs and off-cycle payrolls
  • Payroll journal entry integration and reconciliation
  • Year-end W-2 and W-3 coordination via Gusto
How it's priced
Scoped per engagement
Payroll pricing is based on employee count and operational complexity. We scope each engagement before work begins — no surprises. Client pays Gusto subscription separately.
  • Priced based on employee count and run frequency
  • Complexity factors: weekly payroll, multi-state, high turnover
  • Quoted during the scoping conversation
  • Available exclusively to active Tier 2 bookkeeping clients
Tier 3 — Strategic Advisory

Advisory scoped properly.
Delivered properly.

Strategic advisory is a separate engagement layer. It's never bundled with bookkeeping — because doing it properly requires dedicated scope, preparation, and focus.

Tier 3A
Session-Based Advisory Retainers
Recurring or ad hoc advisory sessions focused on decision support, growth planning, pricing discussions, and strategic conversations. Preparation time included for complex sessions.
  • Monthly retainer packages scaled to your advisory needs
  • Session-based delivery — calls, prep, and follow-up included
  • Overage hours available at a standard hourly rate
  • Unused hours do not roll over month to month
  • Scoped and priced per engagement — contact us to discuss
Tier 3B
Deliverable-Based Engagements
Project-scoped analytical deliverables — budgets, forecasts, scenario models, and strategic analyses. Each is quoted separately with a fixed price and defined scope before work begins.
  • Annual and multi-year budgets
  • 3-year financial forecasts
  • Scenario and cash flow modeling
  • Board presentation packages
  • Custom strategic analysis
  • Each deliverable quoted and scoped separately — no open-ended billing
The Standard
Every client should finish the month knowing exactly where they stand — not waiting until tax season to find out.
— Hammad Akoojee, CPA · Founder, Akoojee CPA
How It Works

From first call to clean books.

01
Discovery Call
We learn your business, your current setup, and where things stand. No sales pitch — just an honest conversation about fit.
02
Scope & Proposal
We scope based on your expense volume and complexity, and propose the right tier with clear, transparent pricing.
03
Onboarding
System access, account setup, and a structured first-month close that sets the standard for everything that follows.
04
Ongoing Partnership
Monthly close, financials, and advisory on a consistent cadence. AI-assisted workflows. CPA-reviewed results. You always know where things stand.
Ready to get started?

Let's figure out
the right fit.

Schedule a 30-minute discovery call. We'll review your current situation and tell you honestly which tier makes sense — and whether we're the right match at all.

Schedule a Discovery Call Learn About the Firm