Monthly Core Services
Clarity. Strategy. Confidence.
We don’t just do bookkeeping and prepare tax returns—we help early education business owners plan ahead so they can minimize their tax liability and maximize their financial potential. Whether you operate a single-site preschool or a growing network of daycare centers, our tax planning services are built specifically for your unique needs.
What’s Included in Your Monthly Service Plan
Running a childcare center is demanding—managing your finances shouldn’t add to the stress. Our Monthly Core Services package is your all-in-one solution for accounting, bookkeeping, and financial oversight, built exclusively for early education businesses.
With decades of experience supporting preschool and daycare owners, we take care of the numbers so you can focus on what matters most—your staff, your families, and your program. Contact us to learn how our monthly plans can support your center’s success.
Full-Service Accounting & Monthly Financials
We handle all transaction tracking, reconciliations, and reporting—so your financials are actionable- for wherever you are in your journey.
Custom Financial Statements & Reports
Receive timely Profit & Loss, Balance Sheet, and Cash Flow statements.
Budgeting & Cash Flow Support
Get strategic guidance on managing seasonal swings, forecasting income, and planning for growth.
Monthly Strategy Calls
Review financials with a dedicated advisor each month to stay aligned, spot opportunities, and stay ahead of potential issues.
All Essential
Accounting Services in
One Easy Plan
Customizable Options
to Fit Your
Center’s Journey
No Surprise Fees,
No Complicated Contracts
More Value, Less Stress Than Paying Separate Services
Simple, Transparent Pricing
We believe in predictable, flat-rate pricing with no hidden fees. Each plan is tailored to your center’s size and needs, so you get the services that matter most—without paying for extras you don’t use.
See What’s Possible
Let’s Build a Financial System That Works for You
Whether you’re stabilizing operations or preparing to scale, we’ll help you stay on track every month.
Tax & Financial Planning
We help you protect your revenue, forecast expenses, and build a long-term growth plan.
Childcare Financial Consulting
From bookkeeping to financial reports, we handle the numbers so you can focus on your center.
Transition
Support
Whether you’re launching a new location or preparing to sell, we guide you through every financial step.
