Essentials
$495/ month
For owner-operators ready for a real CPA partner.
Established Las Vegas owners who want clean books, an annual return that isn't a surprise, and a CPA already inside the business.
Included
- Monthly QuickBooks Online oversight
- Monthly P&L and balance sheet
- Annual business tax return
- Annual personal tax return (owner)
- Year-end tax position check-in
- Email access year-round
Not included
- — Quarterly advisory meetings
- — Mid-year tax planning sessions
- — Payroll
Most clientsStrategy
$1,150/ month
For established businesses ready for proactive strategy.
S-corps, LLCs, and growing operators who want year-round tax strategy, QuickBooks done well, and quarterly business reviews.
Included
- Everything in Essentials
- Mid-year & Q4 tax planning sessions
- Quarterly business review meetings
- Reasonable comp review (S-corp)
- Cash flow guidance & forecasting
- QuickBooks optimization & oversight
- Payroll services included
- 1099 preparation & filing
- Direct phone & advisor access
Not included
- — Multi-entity consolidation
Advisory
From $2,250/ month
For multi-entity owners and growing Las Vegas operators.
Established businesses with team, real estate, or multiple entities who want a true outsourced finance and advisory partner.
Included
- Everything in Strategy
- Multi-entity bookkeeping & returns
- Monthly advisory calls
- Custom KPI & financial dashboards
- Real estate / cost seg coordination
- Hiring, growth & investment planning
- Coordination with attorneys & wealth advisors
- Priority response & turnaround