Our Services

Tailored Financial Solutions for Growth & Legacy

At Your Accounting Pros, we don’t just manage numbers—we create clarity, empower decisions, and provide strategic financial insight tailored to your business. Whether you're looking to organize your books or elevate your company with CFO-level guidance, our packages are designed to meet you exactly where you are—and take you further.

Online Business Packages:

Coaches, Consultants, Digital Agencies, Course Creators, and Content-Driven Brands

Essentials Package

Starts at $1,200/month
Perfect for the entrepreneur ready to move beyond spreadsheets and into clarity. This foundational package offers precise monthly bookkeeping paired with financial visibility and peace of mind.

Includes:

  • Monthly bookkeeping & reconciliation

  • Profit & loss reports

  • Integration with Stripe, Shopify, PayPal, and more

  • Quarterly financial review

Best for: growing businesses seeking organization, consistency, and insight.

Growth Strategy Package

Starts at $2,500/month
For the entrepreneur scaling with intention. This package adds strategic forecasting, tax efficiency, and regular advisory to help you confidently lead your business forward.

Includes everything in Essentials, plus:

  • Cash flow forecasting

  • Monthly strategy & advisory calls

  • Tax planning and projections

  • Business performance dashboard

Best for: business owners ready to expand, streamline, and start making CEO-level decisions with confidence.

CFO Partner Package

Custom Pricing

Your full-service financial command center. This is our highest level of partnership—for established business owners and high-net-worth individuals seeking white-glove financial strategy and executive-level guidance.

Includes:

• Full virtual CFO support

• Advanced tax strategy & wealth preservation

• Hiring, compensation & payroll advisory

• Custom dashboards & reporting

• High-level financial analysis & strategy

Best for: visionaries ready to elevate their operations, reduce tax burdens, and create long-term financial freedom.

Businesswoman with glasses promoting accounting services on a black and brown background with text describing tax liability and financial performance solutions.

For High-Net-Worth Individuals:

Specialized financial clarity and strategy for high-net-worth individuals.

Private Wealth Packages

Designed for individuals who want to take control of their personal finances with clarity, precision, and intention.

This package offers high-level tracking and advisory that simplifies complexity—and sets the stage for legacy wealth.

Core Wealth Package

Starts at $1,500/month

  • Personal financial tracking & reporting

  • Expense categorization & proactive budgeting

  • Tax prep coordination with your CPA

  • Basic Investment tracking & reporting

Best for: High-net-worth individuals seeking personal financial visibility and intentional organization.

Private CFO

An elite-level financial concierge service for those managing multi-layered wealth.

From tax strategy to trust coordination, this package offers you the confidence of a trusted partner overseeing every financial move—so you can focus on life, legacy, and impact.

Starts at $3,000/month

  • All of Core Wealth

  • Tax optimization + advanced entity planning

  • Estate & trust coordination with legal and tax teams

  • On-call support with trusted partner network (CPAs, Attorneys, Investment Advisors)

  • White-glove financial concierge support

Best for: Individuals and families managing significant wealth who want strategic, coordinated, and proactive financial guidance.

Contact us

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