Service Bundles
Pre-packaged solutions designed for different business needs. Choose the bundle that fits your stage and goals.
Foundation Package
Get Your Business Organized
Perfect for businesses that need to clean up their books, organize their finances, and establish a solid foundation for growth.
Starting at $500/month
Services Included:
- Bookkeeping & Accounting
- Tax Preparation
- Business Consulting
- QuickBooks Setup & Training
Key Benefits:
- Clean, accurate financial records
- Tax compliance and preparation
- Strategic business guidance
- Organized systems and processes
Ideal For:
- •New businesses (0-2 years)
- •Businesses with messy books
- •Companies transitioning from DIY accounting
- •Startups needing structure
Tax Optimization Package
Minimize Your Tax Burden
Comprehensive tax strategy and planning to legally reduce your tax liability and maximize savings through proactive planning.
Starting at $750/month
Services Included:
- Strategic Tax Planning
- Tax Strategy & Consulting
- Tax Preparation
- Entity Structure Optimization
Key Benefits:
- Significant tax savings (avg. $15K-$50K/year)
- Proactive tax planning year-round
- Entity structure optimization
- R&D credits and deductions
Ideal For:
- •High-income earners ($200K+)
- •Growing businesses
- •Real estate investors
- •Business owners with complex taxes
Risk Protection Package
Protect Your Business & Assets
Comprehensive insurance and risk management to protect your business from liability, cyber threats, and unexpected events.
Custom pricing based on coverage
Services Included:
- Risk Architecture
- Business Insurance
- Cyber Liability Coverage
- Compliance Guidance
Key Benefits:
- Complete risk assessment
- Proper insurance coverage
- Protection from lawsuits
- Peace of mind
Ideal For:
- •Service-based businesses
- •Companies with employees
- •Businesses handling sensitive data
- •High-liability industries
Growth & Automation Package
Scale Your Business with AI
Leverage AI and automation to streamline operations, generate more leads, and scale your business efficiently.
Starting at $1,000/month
Services Included:
- AI & Automation Consulting
- Digital Marketing
- Technology Services
- CRM Integration
Key Benefits:
- Automated lead generation
- Streamlined operations
- Increased efficiency
- Scalable systems
Ideal For:
- •Tech-savvy businesses
- •Companies ready to scale
- •Businesses with manual processes
- •Growth-focused entrepreneurs
Comprehensive Business Package
Complete Business Management
Our most complete offering - integrated finance, tax, insurance, and technology solutions working together seamlessly.
Custom pricing - Contact us
Services Included:
- All Foundation Services
- All Tax Optimization Services
- All Risk Protection Services
- All Growth & Automation Services
Key Benefits:
- One integrated team
- Coordinated strategy across all areas
- Maximum efficiency and savings
- Priority support
Ideal For:
- •Established businesses ($1M+ revenue)
- •Companies wanting full-service support
- •Businesses tired of managing multiple vendors
- •Entrepreneurs who value their time
Not Sure Which Bundle is Right for You?
Take our quick 4-question quiz to get a personalized recommendation, or book a free consultation to discuss your needs.
Why Choose a Service Bundle?
Cost Savings
Bundled services cost 15-25% less than purchasing individually.
Integrated Strategy
All services work together seamlessly with one coordinated plan.
Simplified Management
One team, one point of contact, one invoice. No vendor juggling.
Priority Support
Bundle clients get priority scheduling and dedicated support.
Frequently Asked Questions
Can I customize a bundle?
Absolutely! Our bundles are starting points. We can add or remove services to fit your exact needs.
What if I need to upgrade or downgrade?
You can change bundles anytime. We'll prorate the difference and adjust your services accordingly.
Do I have to commit long-term?
No long-term contracts required. Most clients stay because they love the results, not because they're locked in.
How do I get started?
Book a free consultation or take our "Start Here" quiz. We'll recommend the best bundle and get you set up within days.
Ready to Get Started?
Choose your bundle and let's build something great together.