• GOLD
    • SILVER
    • BRONZE

    • ACCOUNTING & FINANCE
    • Bookkeeping (QBO)
    • Financial Statements
    • Payroll (ADP)
    • Bill Pay (Bill.com)
    • Executive Reports
    • Budget Performance Review (LivePlan)
    • Quarterly Financial Health Check-Up Calls
    • Deposit Posting/Receivables Maintenance
    • Project/Class Tracking
    • Cash Flow Forecasting
    • TAX
    • Corporate Tax Return
    • One Individual Tax Return
    • Audit and Notice Defense
    • Tax Projection & Strategy Calls
    • Tax Strategy Execution
    • SUPPORT
    • Bookkeeper email Support
    • Tax CPA email Support
    • Dedicated CFO email + phone Support
    • GOLD
    • For businesses needing business planning, accounting, tax strategy, tax compliance, and CFO support.
    • Starting at $2,750 / month
    • X
    • Monthly
    • X
    • X
    • X
    • X
    • X
    • X
    • X
    • X
    • X
    • X
    • X
    • Semi-Annual
    • X
    • Unlimited
    • Unlimited
    • Unlimited
    • SILVER
    • For businesses needing full-service bookkeeping, tax strategy, and tax compliance.
    • Starting at $975 / month
    • X
    • Quarterly
    • X
    • X
    • X
    • X
    • X
    • Annual
    • Unlimited
    • Limited
    • BRONZE
    • For businesses needing bookkeeping support and tax compliance.
    • Starting at $450 / month
    • Quarterly Books Checkup
    • Annual
    • X
    • X
    • X
    • Unlimited