- 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