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Choose your pricing plan

  • Essential Support

    179$
    Every month
    +$249 Initial $428 at signup, then $179/mo
    Get expert guidance while you handle your books. We review, advise, and keep you on track with monthly check-ins and support — perfect for DIY business owners who want peace of mind.
    Valid for 3 months
    • Monthly review of client-prepared books
    • Up to 1 consultation call per month (30–60 min)
    • Limited email support for bookkeeping questions
    • Basic financial health check & feedback
    • Annual bookkeeping cleanup recommendations

  • Collaborative Care

    299$
    Every month
    +$399 Initial $698 at signup, then $299/mo
    Work together with us to manage your books. We handle reconciliations and reporting while you stay hands-on. Perfect for business owners who want expert support and shared control.
    Valid for 6 months
    • Shared responsibility for data entry
    • Monthly bank & credit card reconciliations
    • Profit & loss and balance sheet reports monthly
    • Quarterly financial review meeting
    • Priority email support
    • Sales tax filing assistance (if needed)
    • Light payroll support (optional add-on)
    • QuickBooks program available as an optional add-on

  • Complete Care

    449$
    Every month
    +$599 Initial $1,048 at signup, then $449/mo
    Enjoy true peace of mind with fully managed bookkeeping. We handle every detail and deliver accurate reports. Payroll services offered as an additional option to fit your needs.
    Valid for 12 months
    • Full data entry & transaction recording
    • Monthly bank & credit card reconciliations
    • Accounts payable & receivable tracking
    • Monthly profit & loss, balance sheet, and cash flow reports
    • Dedicated monthly strategy meeting
    • Unlimited email & phone support
    • Sales tax preparation and filing
    • Annual financial statement package for tax preparation
    • Priority document handling & reminders
    • QuickBooks program available as an optional add-on

  • Individual Tax Prep – Starting at $199

    199$
     
    +$199 Starter $199, increases with complexity
    Federal & state filing, credits & deductions, e-filing. Free consultation to review your situation, answer questions, and outline the best tax approach.
    Valid for one week
    • Federal & state return preparation
    • Credits & deductions review
    • E-filing included
    • Free initial consultation

  • Small Biz Tax Prep – Starting at $349

    349$
     
    +$349 Starter $349, increases with complexity
    Business return, schedules, reporting, and tax planning. Free consultation to review your situation, answer questions, and outline the best tax approach.
    Valid for one month
    • Business return & schedules (C, S, LLC, 1099, etc.)
    • Income & expense reporting review
    • Basic tax planning guidance
    • E-filing included
    • Free initial consultation

  • Full Biz Tax Package – Starting at $549

    549$
     
    +$549 Starter $549, then $549/mo year-round
    Business return, payroll, sales tax, and year-round consultation. Free consultation to review your situation, answer questions, and outline the best tax approach.
    Valid for 12 months
    • Business return, payroll, and sales tax filings
    • Year-round tax planning & consultation
    • Financial reporting support
    • Financial reporting support
    • Free initial consultation

  • Payroll Standard

    249$
    Every month
    +$299 Initial $548, then $249/month
    Designed for small businesses that need payroll handled accurately and on time without the extra layers of complexity.
    Valid for 12 months
    • Payroll setup and employee onboarding completed correctly
    • Payroll processing on your schedule
    • Payments by direct deposit or printed checks
    • Preparation and delivery of year-end W-2s and 1099s

  • Payroll Plus

    399$
    Every month
    +$499 Initial $898, then $399/month
    This level is ideal for growing businesses or those with more complex payroll needs. It provides complete payroll management with added compliance and reporting support.
    Valid for 12 months
    • Federal, state, and local tax withholdings and filings
    • Benefit deductions and garnishment management
    • Detailed payroll reports for management and compliance
    • Direct, personal support; always available to assist
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