Tha Rockstar Accountant
FINANCIAL FOUNDATIONS PACKAGE
Build a Strong Foundation for Your Business
Good bookkeeping is the key to making smart financial decisions. Get organized, stay compliant, and set the stage for long-term success.
What's Included?
I want to help you get control of your business finances by ensuring everything is accurately tracked, categorized, and prepared. You’ll always know where your money is going, setting the stage for better financial decisions and long-term growth.
What to Expect
🎸 Monthly financial check-ins via email.
🎸 Response time: 2-3 business days.
🎸 Client portal access for reports & updates.
Who is This For?
✔️ Small business owners & solopreneurs needing basic financial management
✔️ Entrepreneurs who want clean books but don’t need advanced tax strategy
✔️ Businesses looking to prepare for growth with strong financial records
Price starts at $3,000/year
Upgrade anytime to the Tax & Compliance Package for additional tax management services!
Monthly Bookkeeping
Stay on top of your financials with organized records.
Monthly Financial Statements
Get clear reports on your business performance.
Bank Reconciliations
Ensure accuracy & prevent errors in your books.
Tax
Preparation
Avoid last-minute tax season stress with complete prep.
TAX & COMPLIANCE PACKAGE
Stay Tax-Ready & Compliant Without the Stress
Payroll, tax planning, and compliance—handled for you so you never have to worry about deadlines or tax burdens.
What's Included?
Growing businesses must stay ahead of tax obligations to avoid penalties and cash flow problems. This package ensures compliance while helping you lower your tax burden legally.
What to Expect
🎸 Bi-monthly check-ins to discuss tax deadlines & compliance updates.
🎸 Response time: 24-48 hours for inquiries.
🎸 2 tax strategy calls per year to plan your best financial moves.
🎸 Client portal access for payroll, tax filings, & financial reports.
Who is This For?
✔️ Growing businesses that need payroll, tax compliance, and strategic tax planning
✔️ Business owners wanting proactive tax strategies to maximize savings
✔️ Entrepreneurs tired of last-minute tax season stress
Price starts at $10,000/year
Optional Bookkeeping Add-On ($2,000/year)
Upgrade anytime to the CFO Growth Package for advanced wealth-building and business strategy!
Quarterly Tax Filing & Estimated Payments
Stay compliant & avoid penalties.
2 Tax Strategy Sessions Per Year
Learn how to legally minimize your tax liability.
Payroll Tax and Sales Tax Compliance
Ensure payroll taxes are calculated and filed correctly. Keep up with state & local sales tax requirements.
Year-Round Tax Support
Get tax advice when you need it.
CFO GROWTH PACKAGE
Scale, Build Wealth & Optimize Your Financial Future
Get CFO-level insights without the cost of an in-house hire. Scale smarter, optimize profits, and build long-term wealth.
What's Included?
At this stage, financial strategy is critical. Without a plan for scaling, investment, and tax efficiency, profits can slip away. This package provides expert-level financial insights for high-growth businesses.
What to Expect
🎸 Weekly or bi-weekly calls for business strategy.
🎸 Response time: Same-day or within 24 hours for urgent matters.
🎸 Direct messaging via third party integration.
🎸 Client portal access for financial dashboard and real-time insights
Who is This For?
✔️ Business owners and entrepreneurs looking to scale with a CFO-level financial expert
✔️ Companies seeking wealth-building strategies & financial forecasting
✔️ Founders wanting unlimited access to strategic financial advice
Price starts at $3,500/month
Business Strategy & Growth Planning
Scale your business with expert financial insights.
Live Financial Dashboard
Track your business performance anytime.
Budgeting & Financial Forecasting
Plan cash flow and long-term financial success.
Unlimited Strategy Sessions Per Month
Get real-time expert advice when making big financial decisions.