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✓ No setup fees✓ 12-month membership✓ Expert accounting team
🎉 Limited time: FREE current-year bookkeeping AND tax catch-up with any new membership
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Starter
Clean books from day one
$299$199/mo
$100K, $600K Annual Revenue
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- ✓Online Portal Access
- ✓Dedicated Accounting Team
- ✓Bookkeeping & Reconciliation
- ✓Business & Individual Tax Return
- ✓Tax Strategy & Planning
- ✓Quarterly Tax Reminders
- ✓LLC, S-Corp Election, BOI Reporting
- ✓Ongoing Corporate Compliance
- ✓Statutory Agent
- ✓Virtual Mailbox for Compliance Mail
- ✓Manage IRS Notifications
- ✓Unlimited Bank Accounts (Plaid)
- ✓Monthly P&L & Balance Sheet
- ✓Document Vault (5 GB)
- ✓Email Support (48 hrs)
- ✓Optional: Add Payroll
- ✓Optional: Add Sales Tax Filings
⭐ Most Popular
Growth
Full-service for growing businesses
$499$399/mo
$600K, $1M Annual Revenue
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- ✓Dedicated Accounting Team
- ✓Bookkeeping & Reconciliation
- ✓Business & Individual Tax Return
- ✓Tax Strategy & Planning
- ✓LLC, S-Corp Election, BOI Reporting
- ✓Ongoing Corporate Compliance
- ✓Manage IRS Notifications
- ✓Sales Tax Filings & TPT License Renewals
- ✓Payroll Processing
- ✓Payroll / Insurance Audits
- ✓Payroll Reporting (940, 941, W2 & W3)
- ✓1099 Annual Reporting
- ✓Unlimited Bank Accounts (Plaid)
- ✓Monthly P&L, Balance Sheet & Cash Flow
- ✓Catch-Up Bookkeeping (1 year)
- ✓Document Vault (25 GB)
- ✓Priority Support (24 hrs)
🏆 Enterprise
Scale
CFO-level support at a fraction of the cost
$1,499/mo
$1M+ Annual Revenue
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- ✓Online Portal Secure Access
- ✓Dedicated Accounting Team
- ✓Bookkeeping & Reconciliation
- ✓Business & Individual Tax Return
- ✓Tax Strategy & Planning
- ✓LLC, S-Corp Election, BOI Reporting
- ✓Ongoing Corporate Compliance
- ✓Manage IRS Notifications
- ✓Sales Tax Filings & TPT License Renewals
- ✓Payroll Processing, Payroll Audits
- ✓Payroll Reporting (940, 941, W2 & W3)
- ✓1099 Annual Reporting
- ✓Accounts Receivable & Payable
- ✓Financial Planning & Analysis
- ✓Cash Flow Modeling & Variance Reporting
- ✓Fractional CFO
- ✓Weekly Financial Reporting
- ✓Custom Financial Models
- ✓Unlimited Document Vault
- ✓Same-Day Priority Support
DIY, do it yourself
$99/moSelf-service accounting, finance & tax tools for those not ready for a full plan yet.
•Portal & document vault•Bookkeeping software access•Tax estimate tools•Financial dashboards•Guides & checklists
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