Find the Right Fit for Your Business

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

Bookkeeper +

$250 - $500

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

$750 - $1,000

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

$1,500 - $2,500

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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