Pricing Plans

Monthly Services

Essentials
Basic monthly accounting services to get you started.
Starting at:
$625/mo
Simple Bookkeeping Services
Financial Strategy Session
Monthly Report
Payroll for Owner of Business
Digital Document Storage
Sales Tax (Add-On)
Growth
The Essentials Package PLUS Tax Services, KPI analysis, and quarterly strategy calls.
Starting at:
$1297/mo
Everything Included in Essentials Package
Payroll (Up to 10)
Quarterly Estimated Tax Payments
Business Tax Return Preparation
Tax Monitoring
IRS Notice Assistance
Advisory Services - General Advisory, Tax Health Check, Compliance, and Periodic Reviews
Elite
The Essentials Package PLUS monthly strategy calls, tax services, and budgeting and KPI analysis.
Starting at:
$2497/mo
Everything Included in Growth Package
Tax Savings Assessment & Implementation of Strategies
Personal Taxes
Virtual CFO Advisory Services - General Advisory, Tax Health Check, Compliance, and Periodic Management Meetings