Choose a plan that fits your budget…

Compliance

Ideal for small business owners who need reliable bookkeeping and quarterly reports without additional advisory or planning services.

Collaboration

Perfect for business owners who value proactive communication and occasional guidance to keep their bookkeeping aligned with financial goals. This tier also includes your annual tax return preparation, ensuring seamless compliance and peace of mind.

Concierge

Designed for those needing hands-on support with frequent communication, tax planning, and collaboration with financial professionals to achieve their business goals.

Our Process:

1. Free discovery call to understand your needs.

2. Customized bookkeeping plan.

3. Ongoing accounting support and tax guidance.

  Compliance Collaboration Concierge
Who It’s For Business owners needing basic bookkeeping services and quarterly financial reviews. Small businesses requiring tax prep, bookkeeping, quarterly reviews, and occasional guidance throughout the year. Businesses looking for premium services, including tax prep, comprehensive bookkeeping, frequent advisory, and integrated tax planning.
Base Service
  • Monthly Accounting/Bookkeeping
  • Quarterly Review & Statements
  • Everything in Compliance plus:
  • General Advisory for “Quick Questions”
  • Sales Tax Reporting*
  • Annual Tax Return Preparation
  • Everything in Collaboration plus:
  • Frequent Advisory for Complex Matters
  • Quarterly Tax Planning
  • Annual Tax Return Preparation
Starting Price $325/month $475/month Custom Quote Required

  • This tier is currently unavailable

* Single state sales tax reporting

*All rates above are for single owner business (Solopreneur). Multiple owner entities require a custom consult.