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Choose the right plan for you
✓ No setup fees✓ 12-month membership✓ Expert accounting team
🎉 Limited time: FREE current-year bookkeeping AND tax catch-up with any new membership
Added automatically at checkout, no code needed
Starter
Clean books from day one
$399$299/mo
Billed month to month
$0-600K Annual Revenue
Switch to annual & save $589
- ✓Online portal access
- ✓Dedicated accounting team
- ✓Bookkeeping & reconciliation
- ✓Business & individual tax return
- ✓Tax strategy & planning
- ✓LLC, S-Corp election, BOI reporting
- ✓Ongoing corporate compliance
- ✓Statutory agent
- ✓Manage IRS notifications
- ✓Optional: add payroll
- ✓Optional: add sales tax filings
⭐ Most Popular
Growth
Full-service for growing businesses
$499$399/mo
Billed month to month
$600K-1M Annual Revenue
Switch to annual & save $789
- Everything in Starter, plus:
- ✓Sales tax filings & TPT renewals
- ✓Payroll processing
- ✓Payroll / insurance audits
- ✓Payroll reporting (940, 941, W2 & W3)
- ✓1099 annual reporting
- ✓Monthly P&L, balance sheet & cash flow
- ✓Catch-up bookkeeping (1 year)
- ✓Priority support
🏆 Enterprise
Scale
CFO-level support at a fraction of the cost
$1,499/mo
Billed month to month
$1M+ Annual Revenue
Switch to annual & save $2,989
- Everything in Growth, plus:
- ✓Accounts receivable & payable
- ✓Financial planning & analysis
- ✓Cash flow modeling & variance
- ✓Fractional CFO
- ✓Weekly financial reporting
- ✓Custom financial models
- ✓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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