Simple Pricing. Expert Support.
Flexible accounting and tax plans designed to fit your business and grow with you.
Essential
— $299/month
Ideal for businesses with monthly expenses under $10K
- Monthly bookkeeping and account reconciliation
- Financial reports prepared every quarter
- One annual financial consultation
- Annual business tax return preparation
- Secure online access to financial documents
- Ongoing email support
Growth
— $399/month
Designed for businesses with expenses under $20K
- Complete monthly bookkeeping
- Bank and account reconciliations
- Quarterly financial statements
- Annual business tax preparation
- Yearly consultation with a tax professional
- Secure document portal
Business Plus
— $599/month
For businesses with $20K–$50K in monthly expenses
- Everything included in the Growth plan
- Quarterly estimated tax planning
- Preparation of one individual tax return
- Dedicated bookkeeping support
- Access to a dedicated tax professional
- Priority email assistance
Professional
— $999/month
For businesses with $50K–$100K in monthly expenses
- Everything included in Business Plus
- Two consultation sessions per year
- Assistance with IRS and state tax notices
- Quarterly sales tax filing for one state
- Business compliance filing assistance
Advanced
— $1,499/month
For businesses with $100K–$200K in monthly expenses
- Everything included in Professional
- Quarterly advisory meetings
- Monthly financial statements and reporting
- Priority client support
- Income tax filing support for up to three states
Enterprise
— Call for Price
For businesses with monthly expenses above $200K
- Customized bookkeeping and accounting services
- Quarterly advisory consultations
- Priority service and support
- Multi-state income tax filing assistance
- Pricing tailored to your company’s accounting and tax needs