Choose the plan that fits your budget…

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Express

Designed for business owners who need bookkeeping for year-end tax compliance without monthly oversight.
Who It's For
  • Solopreneurs comfortable managing their own finances
  • Businesses prioritizing low cost over frequent CPA contact
  • Year-end tax compliance only (no monthly reporting needs)
Base Service Includes
  • Annual Advisory & Strategy meeting in November
  • Automated transaction recording via bank feeds
  • Annual year-end financial statement (internal use, tax basis)
  • Year-end adjustments for tax compliance
  • Portal access for document uploads
Starting Price
$175/month
Sales Tax Add-on
$75/month

Essential

Ideal for small business owners who need monthly bookkeeping with CPA oversight and quarterly reporting.
Who It's For
  • Product-based businesses and service providers
  • Businesses needing lender-ready financial statements
  • $50K-$150K annual revenue range
Base Service Includes
  • Everything in Express plus:
  • Monthly bookkeeping reconciliation
  • Quarterly financial statements (P&L, Balance Sheet)
  • Email support for bookkeeping questions
Starting Price
$350/month
Sales Tax Add-on
$75/month

Enhanced

Recommended
Perfect for business owners who want year-round tax compliance integrated with their bookkeeping. Includes annual business tax return preparation.
Who It's For
  • Growing businesses needing tax prep and bookkeeping integration
  • Business owners wanting year-round tax compliance support
  • $150K-$500K annual revenue range
Base Service Includes
  • Everything in Essential plus:
  • Annual business tax return preparation
  • Sales tax reporting and compliance (included)
  • Email and phone support for tax and bookkeeping questions
Starting Price
$550/month
Sales Tax Reporting
Included

Premium

Designed for businesses with complex needs: multi-entity structures, payroll, advanced reporting, and audit-ready financials.
Who It's For
  • Multi-entity businesses or 10+ employees
  • Businesses requiring board-ready reports and custom dashboards
  • $500K+ revenue or complex tax situations
Base Service Includes
  • Everything in Enhanced plus:
  • Multi-entity bookkeeping and consolidation
  • Quarterly management and board-ready reports
  • Payroll processing and compliance
  • Custom financial dashboards
Starting Price
Custom Quote Required
Sales Tax Reporting
Included

Package Comparison

See what's included at each level

Express Essential Enhanced Premium
Reporting Frequency Annual Quarterly Quarterly Monthly
Tax Return Prep — — ✓ ✓
Sales Tax +$75/mo +$75/mo ✓ Included ✓ Included
Support Portal Email Email + Phone Dedicated
Best For Revenue <$50K $50K-$150K $150K-$500K $500K+
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* Single state sales tax reporting

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