Choose the plan that fits your budget…
Essential
Ideal for small business owners who need reliable bookkeeping and quarterly reports without additional advisory or planning services.
Who It's For
- Business owners needing basic bookkeeping services and quarterly financial reviews
Base Service Includes
- Monthly Accounting/Bookkeeping
- Quarterly Review & Statements
Starting Price
$325/month
Recommended
Enhanced
Perfect for business owners who value proactive communication and occasional guidance to keep their bookkeeping aligned with financial goals. Also includes annual tax return preparation for seamless compliance and peace of mind.
Who It's For
- Small businesses requiring tax prep, bookkeeping, quarterly reviews, and occasional guidance throughout the year
Base Service Includes
- Everything in Essential plus:
- General Advisory for “Quick Questions”
- Sales Tax Reporting*
- Annual Tax Return Preparation
Starting Price
$475/month
Premium
Designed for those needing hands-on support with frequent communication, tax planning, and collaboration with financial professionals to achieve their business goals.
Who It's For
- Businesses looking for premium services: tax prep, comprehensive bookkeeping, frequent advisory, and integrated tax planning
Base Service Includes
- Everything in Enhanced plus:
- Frequent Advisory for Complex Matters
- Quarterly Tax Planning
- Annual Tax Return Preparation
Starting Price
Custom Quote Required
* Single state sales tax reporting
*All rates above are for single owner business (Solopreneur). Multiple owner entities require a custom consult.