SERVICES

TRANSPARENT. SIMPLE. EFFECTIVE.

Bull Moose Financial offers our clients straightforward accounting, taxation, business planning, and investment services with fees that are upfront and transparent.

Feeling overwhelmed by your practice’s finances?

Bull Moose Financial offers our clients straightforward accounting, taxation, business planning, and investment services with fees that are upfront and transparent.

Imagine a practice where your numbers work for you — not against you.

You know exactly what you’re earning, what you’re spending, and how much you’ll owe in taxes. You have a team that actually knows you — not a call center — helping you make smart financial decisions and grow with confidence.

That’s what we do at Bull Moose Financial.

We’re a boutique accounting firm built for healthcare professionals who want more than just a tax preparer. We become your financial partner — helping you understand your numbers, plan ahead, and build a thriving business.

STANDARD

For the client who wants bookkeeping on track and compliance needs met throughout the year. Our Standard Package is designed for businesses that need reliable monthly bookkeeping and year-end tax filing, without the extra fluff. You’ll receive clean financial reports, one annual advisory review, and peace of mind knowing your business and personal tax returns are covered. It’s the perfect foundation for staying compliant and organized all year long.

  • ​Services included:​

    • Bookkeeping

    • Month‑end Close

    • Bank Reconciliation

    • Basic Financial Statements

    • Tax Returns

Pricing starts at $795

OPTIMIZED

For the client with a mature practice who wants an extra level of service. The Optimized Package is built for established businesses ready to take their financial management up a notch. In addition to monthly reports and tax compliance, you’ll get semi-annual advisory meetings, KPI tracking, basic forecasting, and help coordinating with your retirement plan and third-party advisors. It’s smart support that helps you plan ahead with confidence.

  • ​Services included:​

    • Bookkeeping

    • Month‑end Close

    • Bank Reconciliation

    • Basic Financial Statements

    • Cash Flow Oversight

    • Budgeting Assistance

    • Customized Management Reporting

Pricing starts at $1,195

PREMIUM

For the client who wants a partner in their business. Our Premium Package is for business owners who want a strategic advisor, not just a tax preparer. Along with everything in the Optimized tier, you’ll get unlimited check-ins, access for your office manager, employee compensation summaries, proactive tax planning, and notice handling. This is your all-in-one financial partnership — built to support and scale your business with clarity and care.

  • ​Services included:​

    • Bookkeeping

    • Month‑end Close

    • Bank Reconciliation

    • Basic Financial Statements

    • Cash Flow Oversight

    • Budgeting Assistance

    • Customized Management Reporting

    • Virtual Controller or CFO-style Support

    • Strategic Financial Planning, Forecasting, KPI and Trend Analysis

    • Benchmarking

    • Quarterly or Monthly Advisory Sessions

Pricing starts at $1,495

STRATEGY SESSION

You don’t have to be a client to get expert financial guidance. This one-hour Strategy Session is perfect for business owners, professionals, or anyone needing clarity on a specific financial or tax issue. After reviewing the information you provide in advance, we’ll use our time together to tackle your most pressing questions — from tax strategy and cash flow to business decisions and planning. You’ll leave with a personalized, actionable plan you can put into place right away — no ongoing commitment, just real solutions when you need them.

One Hour - $500

VALUATION

Gain clarity and confidence in the true value of your business with our expert valuation services. Whether for financial reporting, tax planning, litigation support, or strategic transactions, our certified valuation professionals ensure accuracy, objectivity, and regulatory compliance

Inquire for Pricing

CONNECT WITH US

Let’s start a conversation and see how we might work together.