We recommend…

The Emerald Package

A comprehensive suite of tax, accounting, fractional CFO, and business advisory services designed to clear the runway for achieving next-level success.

Invest in a trusted advisor

To manage every financial aspect of your business


Never stress about accounting, payroll, or business taxes ever again.


Trust that you’re paying the minimum legal requirement to the IRS and maxing your savings.


Gain absolutely clarity about the financial state of your business, so you can stop hoping for success and start planning for it instead.

Take the first step toward finding financial peace in your business by booking a FREE call with Kimberly.

The Emerald Package

Accounting, Comprehensive Tax Prep + Strategy, Financial Controller Oversight, Fractional CFO Services, and Business Advising

Have Time To Enjoy Life Again

When you have a professional handling the numbers and monitoring your business financials 24/7, you feel free to enjoy time away from your business.

Enjoy Peace Of Mind

Never worry about deadlines, time-consuming paperwork, missed deductions, or overlooked tax savings opportunities. Feel at ease knowing your business finances are being handled by a knowledgeable and proactive expert.

Get Ongoing Expert Guidance

The Emerald Package experience isn’t a product – it’s a journey with a destination of your choosing. Do you want more time to travel? To pay off debt? To comfortably retire in the next 5 or 10 years? Whatever your goal, we’re here to help make your long-term goals a reality.

Emerald Expectations Accounting provides…

Stress Free Tax Planning

At Emerald Expectations Accounting, we provide expert guidance on tax strategy, financial wellness, and best practices for better business ownership.

Our happy clients enjoy financial clarity, a sense of inner peace, and the mental freedom to actually have fun running their business again!

Top Tier Tax Planning & Strategic Business Growth

The Emerald Package

For the established business ready to level up and work with an experienced advisor to provide a clear runway for achieving next-level financial growth.

This package includes everything from the Ruby & Sapphire packages PLUS a suite of full financial advisory services.

What’s Included


Unlimited chat, email, and scheduled calls


Payroll processing through Gusto


Financial controller oversight


Exclusive CFO advisory services


Comprehensive tax strategy


Monthly bookkeeping + financial statements


Quarterly tax estimates


Tax account monitoring


Individual tax prep


Business tax prep


Business entity review


Owner compensation review


Retirement plan review


Tax plan implementation


Monthly strategy meeting

Starting at

$3,397 / month

The Emerald Package Includes

Introductory Services That Provide Basic Support as Your Business Journey Begins


Let us handle the details so you can focus on the bigger picture.

Tax Prep

Save time and free yourself from worrying about meeting deadlines or making costly mistakes.

Comprehensive Tax Strategy

We work proactively to minimize your tax liability while staying current on tax law changes that could affect your business.

Quarterly Estimated Payments

We’ll calculate your estimated tax payments and make sure they’re sent to the IRS on time.

Financial Controller Oversight

Stay informed of your company’s financial health with regular financial reporting and analysis.

Exclusive CFO Advisory Services

Envision long-term success for your business – then make it a reality with expert financial forecasting and future-oriented strategies for success.

Let’s Chat!

Ready to schedule a complimentary call?

Click the link below to book a right fit call.