Which Plan Fits You Best?

  • Foundational

    Ideal For New Businesses

    Transaction Categorization

    Account Reconciliation

    1099 Compliance & Filing Support

    Q&A Support

    From $495/month

  • Collaborative

    Perfect For Businesses With Unique Tax Needs

    Everything in our Foundational Package +

    Tax Plan Guidance

    Customer Invoicing & Collections

    Bill Processing & Review

    Year End Review Meeting

    From $675/month

  • Strategic

    Recommended For Those In Need Of Advanced Care

    Everything in our Collaborative Package +

    Quarterly Financial Reports Review Meetings

    Assistance With Budgeting

    Assistance With Cash Flow Analysis

    From $850/month