Plans just for you, and your Small Business!
Choose the plan that fits your mold
CORE - From $925 / mo
Ideal for entrepreneurs who need help establishing a financial foundation
Business Management
Quarterly bookkeeping
Quarterly financial reports
Quarterly tax estimates
Taxes & Business Filings
Income tax returns
Form 1099s
Support
Response time: Weekly
Customer service support: Support email
SELECT - From $1,395 / mo
Ideal for entrepreneurs who need more support and financial expertise
Business Management
Monthly bookkeeping
Monthly Financial reports
Tax planning
Taxes & Business Filings
Income tax returns
Form 1099s
Government support
Tax Advisory
Support
Response time: 48 hours
Customer service support: Dedicated manager, support email, scheduled calls
PLUS - Custom Pricing
Ideal for entrepreneurs who have complex business and financial needs
Business Management
Prioritized custom bookkeeping
Prioritized custom financial reports
Tax planning
Tax advisory
Bill payments & accounts receivable
Taxes & Business Filings
Income tax returns
Automated Form 1099s
Government support
Support
Response time: 24 hours
Customer service support: Dedicated manager, support email, scheduled calls, text messages
What's Included in Your Plan?
Government Support
We will call tax agencies for you if you receive a letter and need any assistance troubleshooting.
Unlimited Support
We don’t charge by the hour, we encourage you to reach out and let us know when you have questions regarding your accounting, finances, or taxes.
Tax Returns
Every plan includes tax preparation services. Pricing may vary based on how many business or individual tax returns are required.
We maintain your accounting records and provide tax estimates on your business’s activity according to the specified frequency.