Business Owner Packages

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Simple Start

Package Includes

  • Quarterly Bookkeeping

  • Business Tax Return
    Preparation

  • Personal Tax Return
    Preparation

  • Email Support Only

From:

$147

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Pro 

Package Includes

  • Monthly Bookkeeping Services - unlimited transactions

  • LLC Tax Return Preparation & Tax Extensions

  • Personal Tax Return Preparation

  • Unlimited Phone & Email Support

  • Tax Planning Session (1 per year) 

  • Accurate categorization of transactions

  •  Accurate depreciation schedules

  •  Management Reports: Income Statement, Balance Sheet, Profit & Loss Statement 

  •  Operational Support Partner 

  •  FREE Quickbooks 

  •  Year-end tax-ready package with everything you need to file with ease 


From:

$197

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Elite

Package Includes

  • Weekly Bookkeeping Services - unlimited transactions

  • LLC Tax Return Preparation & Tax Extensions

  • Personal Tax Return Preparation

  • Unlimited Phone & Email Support

  • Full Tax Projection & Planning Module 

  • Tax Planning Implementation Session 

  • Quarterly Estimated Tax Payments


  • Accurate categorization of transactions

  •  Accurate depreciation schedules

  •  Monthly 30-min check-in calls 

  •  Management Reports: Income Statement, Balance Sheet, Profit & Loss Statement 

  •  Operational Support Partner 

  •  FREE Quickbooks 

  •  Year-end tax-ready package with everything you need to file with ease 


From:

$297

Pricing Matrix