Find the Right Fit for Your Business

Pick the tier that’s right for where you are and where you’re headed.

Bookkeeper +

The Bookkeeper + plan is perfect for small businesses or sole operators needing reliable bookkeeping and basic tax support to stay on track and in compliance.

Includes:

• Monthly bookkeeping (up to 50 transactions per month)

• Account reconciliation (up to 1 account)

• Basic monthly profit & loss statements.

• Year-end tax preparation assistance (records only; filing not included).

• Email support for basic questions

Accountant

The Accountant plan is designed for businesses that need advanced bookkeeping and tax optimization. Gain insights and strategies to keep your business thriving.

Includes the Bookkeeper+ tier, plus:

• Monthly bookkeeping (up to 200 transactions per month)

• Account reconciliation (up to 3 accounts)

• Basic payroll support (up to 10 employees) and processing through third-party provider

• Monthly financial statements, including balance sheet and cash flow statement

• Basic tracking of job-specific income (if applicable)

• Preparation of sales tax returns ( includes 1 state)

• Preparation and filing 1099 forms (up to 10 forms)

• Quarterly final review, tax planning, and strategy sessions.

• Basic audit preparation for annual insurance audits

• Annual tax return preparation and filing of business tax return

• Industry-specific tax guidance to maximize deductions.

• Email and phone support for tax and financial questions.

Controller

The Controller plan is for established businesses looking for full financial oversight. This plan offers advanced services to help you optimize your business.

Includes the Accountant tier, plus:

• Monthly bookkeeping (up to 500 transactions per month)

• Account reconciliation of all accounts

• Payroll support (up to 50 employees) and processing through third-party provider

• Certified payroll processing for compliance with government regulations (if applicable)

• Job costing for individual projects (if applicable)

• Preparation of sales tax returns (up to 4 states)

• Preparation and filing all 1099 forms (unlimited)

• Monthly customized financial reporting

• Accounts payable and receivable oversight

• Ensure the business is on track with quarterly estimated tax payments

• Identify potential tax-saving opportunities based on monthly reviews.

• Monthly financial strategy sessions to review performance and adjust goals

• Full support for w/c, liability, or other insurance audits

• Annual tax return preparation and filing of business and individual tax returns

• Unlimited priority email and phone support

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