Accounting & Business Solutions Packages
Comprehensive Financial Management for Every Stage of Your Business
At Howe Financial Group, we offer flexible, tiered service packages designed to meet the evolving needs of business owners — from new startups to established companies. Each package provides a tailored blend of accounting, tax, and advisory support to help you manage your finances efficiently, make informed decisions, and stay focused on growth.
Whether you’re just getting started or ready to scale, our Business Solutions Packages provide the right balance of professional guidance, technology, and financial insight to support your goals.
Silver Package — For New Businesses
Perfect for entrepreneurs and start-ups seeking more than “just” tax preparation, this package delivers essential tools and ongoing support to help you build a strong financial foundation.
Includes:
- Business & Personal Tax Preparation
- QuickBooks Online Subscription*
- Weekly/Monthly Tax Alerts
- Due Date Monitoring
- Year-End Tax Review
- Monthly Newsletter
Gold Package — For Growing Businesses
Designed for growing companies that need regular financial oversight and professional guidance.
Includes all Silver services, plus:
- Unlimited Phone & Email Consultation
- Quarterly Bookkeeping Reconciliation
- Quarterly Profit & Loss Analysis
Platinum Package — For Established Businesses
Ideal for established businesses seeking deeper financial insight and strategic planning.
Includes all Gold services, plus:
- One-on-One Financial Review
- Quarterly Financial Statement Review
- Full-Service Payroll**
Virtual CFO Package — Our Most Comprehensive Level of Service
For established companies ready to take their financial management to the next level. This package provides the highest level of strategic partnership and oversight, including deep-dive financial analysis and planning.
Includes all Platinum services, plus:
- Industry Benchmarking Review
- Monthly Business Performance Review
- Return on Investment (ROI) Analysis (Non-Investment related)
- Cash Flow & Strategic Planning
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
At Howe Financial Group, our Business Solutions Packages are designed to simplify your accounting, streamline operations, and deliver meaningful insights into your business performance — so you can make confident decisions and focus on what you do best.
*Includes unlimited QuickBooks support and training. Outsourced bookkeeping services are also available.
**Full-Service Payroll can be provided as a standalone service.
Accounting & Business Solutions Packages are provided by our affiliate company DC Howe & Company, CPA, LLC