Choose a plan that fits your budget…

Compliance

Ideal for small business owners who need reliable bookkeeping and quarterly reports without additional advisory or planning services.

Collaboration

Perfect for business owners who value proactive communication and occasional guidance to ensure their bookkeeping aligns with their financial goals.

Concierge

Designed for those needing hands-on support with frequent communication, tax planning, and collaboration with financial professionals to achieve their business goals.

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        Compliance
      
        Collaboration
      
        Concierge
      
        Who It’s For
      
        Business owners needing basic bookkeeping services
        and quarterly financial reviews.
      
        Small businesses requiring bookkeeping, quarterly 
        reviews, and occasional guidance throughout the year.
      
        Businesses looking for premium services, including 
        comprehensive bookkeeping, frequent advisory, and
        integrated tax planning.
      
        Base Service
      
        Monthly Accounting/Bookkeeping
Quarterly Review & Statements

        Everything in Compliance plus:
General Advisory for “Quick Questions”
Sales Tax Reporting*

        Everything in Collaboration plus:
Frequent Advisory for Complex Matters
Quarterly Tax Planning
Annual Tax Return Preparation

        Starting Price
      
        $275/month
      
        $475/month
      
        $1,350/month

*Payroll: Custom quote required for more than 5 employees.

* Single state sales tax reporting

*All rates above are for single owner business (Solopreneur). Multiple owner entities require a custom consult.