Packages
Choose a plan that fits your business stage and goals. Each package is designed to grow with you
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Done-for-You Service Levels
Essentials
Starting at
$750
Billed Monthly
Monthly Bookkeeping
Chart of Accounts Setup
Quickbooks Online Clean-Up
Basic Monthly Reports
Email Support
Growth
Starting at
$1,250
Billed Monthly
Everything in Essentials
Monthly “Money Clarity” call (30 minutes)
Cash Flow Tracking Dashboard
Quarterly Tax Estimates
(Federal & State)
(Federal & State)
1099 Contractor Tracking
Quarterly KPI Report
Email Advisory Support
Premier
Starting at
$1,750
Billed Monthly
Everything on Growth Plan
Annual business + personal tax prep
(1040 + S-Corp or Schedule C)
(1040 + S-Corp or Schedule C)
Monthly Advisory Session
Strategic Tax Planning
S-Corp Setup & Payroll Support
Monthly KPI Dashboard
Priority Support
On-Demand Support
Clean-Up. Set Up. Level Up.
Bookkeeping Clean-Up or Catch-Up
Quickbooks Online Setup
IRS or State Letter Handling
Custom Dashboards or Reports
S-Corp Setup & Payroll Support
Strategic Tax Planning