Bookkeeping, Financial
Reporting, and Taxes
We free up your time to expand and grow your
business by keeping your financials accurately up to date
business by keeping your financials accurately up to date
Plans and Pricing
The Basic
experience
$395
Per Month
-
monthly bookkeeping & reconciliation
-
Monthly, quarterly, and annual reports
-
Annual business health and diagnostics
the CORE experience
$695
Per Month
-
includes basic PLUS
-
Unlimited chat support & email support
-
60 minute quarterly review
-
Monthly bookkeeping subscription
-
$150 credit towards tax preparation services
The SCALING experience
$997
Per Month
-
same as basic + core PLUS
-
Integrated tax strategy
-
1099s filings for 4 Independent Contractor (additional filings at $15 ala carte)
Quarterly operational budgets -
$250 credit towards tax preparation services
-
Profit First integrated
The VIP experience
$1997
Per Month
-
Includes basic, core, scaling, PLUS
-
Management of invoices, payments, and billing
-
Unlimited Tax Advisor Q & A support
-
Preparation of quarterly tax estimates
-
1099s filings up to 10 individuations
-
bonus: s-corp or c-corp reclassification when needed
-
bonus: free extension filing if needed
-
bonus: 10% discount on payroll service, sales tax service, and/or inventory
Ala Carte Services
the Business Health Check
the Clean-up or
Catch-up Service
$150
Per Month
$425
per quarterÂ
$1600
Per Year
- $150 per month of clean up, discounts for quarterly and yearly
- If you tried setting up your books via software and your books got messy OR you did not do any bookkeeping for the year and are trying to check it off your list, then this is for you. We clean up your books and reconcile to set you up for success.
the Set-up
Service
$175
One time fee
- Opening a new business but planning to DIY books? We can help set up your accounts so everything is up and running. Many DIYers choose this option and add-on the DIY help services until you feel ready to turn your books over to us.
ANNUAL Service
ANNUAL Service
$2500

starting
- Are you a micro/small business and are not ready for big scale financial operations? We can help you with your financials by simplifying and breaking down your financial reports in order to be ready for tax season. Turn these reports over to your tax professional or over to us.
- Unlimited accounts/transactions
- Unlimited chat/email support and phone support
- Independent Contractor management
- Portfolio reports
- 6 week turnaround time
- 6 week turnaround time
Credit/ Business Loan Service
We help you secure business credit or a business loan with your best interest in mind
We help you secure business credit or a business loan with your best interest in mind
DIY Services
Monthly DIY Bookkeeping helpÂ
$75
Per Month
- Unlimited email/chat help, check for corrections and reconciliation mistakes
- 3 months minimum commitment
Yearly DIY
Bookkeeping help
$750
Per Year
- get 2 months free
- + two thirty minute zoom calls
- Unlimited email/chat support, check for corrections and reconciliation mistakes, run year end
Profit & Loss Tracker Sheets
$750
Per Year
- + Vehicle mileage tracker bonus
- $120 one time fee, reuse it as many times as you want
- Excel spreed sheet to track your profits and losses
- Monthly, quarterly, and yearly view
ANNUAL Service
Â
(Coming Soon)
