Basic

Self-employed

$149

  • Quarterly streamlined accounting
  • Individual tax return preparation
  • Streamlined tax planning
  • Business entity review
  • Annual check-in meeting

Premium

S-Corps

$399

  • Monthly streamlined accounting
  • Business tax return preparation
  • Business tax optimization
  • Quarterly check-in meeting
  • Shareholder payroll processing
  • Business tax return preparation

Custom

SMB's

$899

  • Weekly streamlined accounting
  • Individual tax return preparation
  • Streamlined tax planning
  • Business tax optimization
  • Quarterly check-in meeting
  • Employee payroll processing
  • Business tax return preparation
Starts at $1299 / month

Advisory

Includes everything in the Custom plan plus:

✓ Situational tax research (up to 3 hours annually)

✓ Interfacing with Lenders, Attorneys, Financial Planners

✓ Quarterly financial statements analysis

✓ Annual business planning
✓ Annual corporate compliance

Streamlined accounting

Quarterly

✓ Quarterly paperless bookkeeping for up to 2 banks / credit card accounts ✓ Quarterly bank and credit card reconciliation ✓ Quarterly profit & loss and balance sheet financial reports ✓ Year-end reports for tax filing Individual service cost starts at $99 / month

Monthly

✓ Monthly paperless bookkeeping for up to 4 banks / credit card accounts ✓ Monthly bank and credit card reconciliation ✓ Monthly profit & loss and balance sheet financial reports ✓ Year-end reports for tax filing Individual service cost starts at $299 / month

Weekly

✓ Weekly paperless bookkeeping for up to 6 banks / credit card accounts ✓ Monthly bank and credit card reconciliation ✓ Monthly profit & loss and balance sheet financial reports ✓ Year-end reports for tax filing ✓ Payroll processing and reporting ✓ Weekly vendor payments ✓ Sales tax filing ✓ Custom chart of accounts ✓ Custom reporting ✓ Monthly review meeting ✓ A/R (up to 20 invoices/mo.) ✓ COGS detail reporting Individual service cost starts at $799 / month

Included in all services

  • Year-round support

  • 24/7 access to professional AI Assistants

  • Money-back guarantee

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