THE HANDLED! PACKAGE
Everything financial, handled!
One package, one predictable monthly fee, your entire financial back office handled — with a seasoned pro watching the numbers year-round, not just at tax time.
THE PACKAGE
Built for the small business operator
Handled! is made for small business owner-operators over $100,000 in revenue who want bookkeeping, payroll, and taxes fully off their plate — handled by one firm, on a predictable monthly basis. One staple all-inclusive package, with tailored options to fit how your business actually runs.
WHAT’S INCLUDED
Eight things, handled together
WEEKLY
Weekly Bookkeeping
Your books are never behind — and each week you get a clear read on where your cash stands. No surprises, no scrambling.
MONTHLY
Monthly Close & Reporting
Clean P&L, balance sheet, and cash flow every month — so you always know what you made, what you owe, and what’s in the business.
QUARTERLY
Quarterly Tax Estimates
No April surprises. You know what you owe each quarter and pay the right amount on time — protecting cash and avoiding penalties.
ANNUAL
Business + Owner Returns
Business and personal taxes handled start to finish — built on books we’ve kept clean all year, so filing is a formality.
YEAR-ROUND
Tax Planning & Strategy
We plan your taxes all year, not just file them — so you can make informed, tax-smart decisions before year-end instead of reacting after it’s closed.
ONGOING
Payroll Oversight
Your payroll is watched for accuracy and compliance — so errors and missed filings get caught early, not at year-end.
ONGOING
Entity Management
Your entity stays compliant and in good standing — filings made, deadlines met, nothing slipping through the cracks.
QUARTERLY
Small Business Advisory
A financial partner in your corner — a quarterly review and a number to call when a big decision comes up. Never guessing alone.
CADENCE AT A GLANCE
A steady rhythm, so nothing piles up
- Weekly — Bookkeeping kept current + a plain-English weekly digest
- Monthly — Month-end close, account reconciliation, full financial statement package
- Quarterly — Estimated tax provisioning + your Quarterly Business Review (QBR)
- Annually — Business + owner personal tax return preparation and filing
- Ongoing — Tax planning, payroll oversight, entity compliance, and advisory access
FLEXIBLE BY DESIGN
Need more, or less? We tailor it to you
The all-in-one package is the simplest way to get everything handled under one roof — but you can also take just the pieces you want. Prefer to keep your own tax accountant? Keep them. Add only what fits how your business runs:
- Full-service payroll management (end-to-end, beyond oversight)
- Catch-up & cleanup bookkeeping for prior periods
- Additional entities, locations, or business units
- Sales & use tax filings
- 1099 / contractor filing-season support
- Expanded fractional CFO work (graduating into Blackridge CFO Advisory)
- One-off projects — financing prep, system migrations, and more
SIMPLE, PREDICTABLE PRICING
Plans start at $900/month
Pricing is based on your business’s complexity, industry, and needs — never a one-size formula. Your exact fee is confirmed and agreed before any work begins, so there are no surprises.
Month-to-month · One-time onboarding fee · First-month money-back guarantee