Choose your pricing plan

  • Financial Reporting

    550$
    Every month
    Simple Plan
    Valid for 12 months
    • Complete monthly reconciliations
    • Complete monthly credit card reconciliations
    • Prepare full management reporting monthly
    • Unlimited Email Support (replies within 5 days)
    • Includes Quickbooks Online Subscription Cost (Essentials)
    • Quarterly Meeting for questions and analysis
  • Best Value

    Financial Reporting

    700$
    Every month
    Intermediate Financial Reporting
    Valid for 12 months
    • All items included in the Simple plan plus:
    • Monthly virtual business review
    • Preparation of annual 1099/1096 reports
    • Quickbooks Online Subscription
    • Making Corrections to Transactions
    • Detailed Explanation in Video for internal training
    • Unlimited Email & Phone Support (replies within 48hrs)
    • Bimonthly Meeting to discuss financial statements
    • Payroll via Gusto (less than 10 employees/contractors)
  • Financial Reporting

    1000$
    Every month
    Complex Plan
    Valid for 12 months
    • Post all banking transactions
    • Complete monthly bank reconciliations
    • Posting all credit card transactions
    • Complete monthly credit card reconciliations
    • Make accounting entries to include accruals and prepayments
    • Create Accounting by Class
    • Prepare full management reporting monthly
    • Provide monthly virtual business review & coaching
    • Access to QBO at no cost
    • Provide digital document access
    • Unlimited Email & Phone Support (replies within 24 hours)
    • Payroll via Gusto (10+ employees/contractors
  • Annual Tax Planning

    300$
    Every year
    Access to Tax Planning Software (Yearly Subscription)
     3 day free trial
    • Federal Tax Projection
    • State Tax Projection
    • Detailed Plan to lower tax liability
    • One 1 hour meeting per quarter
  • Annual Tax Planning

    30$
    Every month
    Access to Tax Planning Software (Monthly Subscription)
    Valid for 12 months
    • 1- year access to tax planning software
    • State Tax Projection
    • Federal Tax Projection
    • Tailored Tax Recommendations
    • Optional monthly, quarterly, or semi-annual email updates