Pricing
Manage your business finances effortlessly with our flexible payment plans.
Choose to spread your payments over a 12-month period or pay upfront – the choice is yours.
Each plan is designed to provide comprehensive support tailored to your business needs.
Bookkeeping Set up fee – $500
- Monthly
- Yearly (Save upto 20%)
|
Custom Call for Price |
Custom Call for Price |
Enterprise $11,340.00 /year |
Pro $5,940.00 /year |
Basic $2,940.00 /year |
Enterprise $999.00 /month |
Pro $549.00 /month |
Basic $299.00 /month |
|---|---|---|---|---|---|---|---|
| Bookkeeping Services - $751K - $1M+ | Bookkeeping Services - $501K - $750K | Bookkeeping Services - $251K - $500K | Bookkeeping Services - $0 - $250K | ||||
| Individual Tax Preparation and Filing for owners and employees | Individual Tax Preparation and Filing for owners and employees | Individual Tax Preparation and Filing for owners and employees | Individual Tax Preparation and Filing | ||||
| Payroll Processing (11+ people) | Payroll Processing (6 - 10 people) | Payroll Processing (2-5 people) | Payroll Processing (1 person) | ||||
| Financial Statement Preparation | Financial Statement Preparation | Financial Statement Preparation | Financial Statement Preparation | ||||
| Beneficial Ownership Information (BOI) Report Preparation | Beneficial Ownership Information (BOI) Report Preparation | Beneficial Ownership Information (BOI) Report Preparation | Beneficial Ownership Information (BOI) Report Preparation | ||||
| Registered Agent Services | Registered Agent Services | Registered Agent Services | Registered Agent Services | ||||
| Monthly Tax Strategy | Quarterly Tax Strategy | Annual Tax Strategy | Startup Advisory Services | ||||
| Sales and Use Tax Services | Sales and Use Tax Services | Sales and Use Tax Services | Sales and Use Tax Services | ||||
| Financial Planning and Analysis | Financial Planning and Analysis | Financial Planning and Analysis | Financial Planning and Analysis | ||||
| Corporate Tax Consulting | Corporate Tax Consulting | Corporate Tax Consulting | Corporate Tax Consulting | ||||
| Tax Resolution Services | Tax Resolution Services | Tax Resolution Services | Tax Resolution Services | ||||
| Government Contracting Assistance | Government Contracting Assistance | Government Contracting Assistance | Government Contracting Assistance | ||||
| Business Certifications | Business Certifications | Business Certifications | Business Certifications | ||||
| Virtual CFO Services | Virtual CFO Services | Virtual CFO Services | Virtual CFO Services | ||||
| Inventory Management | Inventory Management | Inventory Management | Inventory Management | ||||
| Real Estate and Property Accounting | Real Estate and Property Accounting | Real Estate and Property Accounting | Real Estate and Property Accounting |
See more
Pro
$549.00 /month
Basic
$299.00 /month
Custom
Call for Price
Custom
Call for Price
Enterprise
$11,340.00 /year
Pro
$5,940.00 /year
Basic
$2,940.00 /year
Enterprise
$999.00 /year
-
Bookkeeping Services - $751K - $1M+
Bookkeeping Services - $501K - $750K
Bookkeeping Services - $251K - $500K
Bookkeeping Services - $0 - $250K
-
Individual Tax Preparation and Filing for owners and employees
Individual Tax Preparation and Filing for owners and employees
Individual Tax Preparation and Filing for owners and employees
Individual Tax Preparation and Filing
-
Payroll Processing (11+ people)
Payroll Processing (6 - 10 people)
Payroll Processing (2-5 people)
Payroll Processing (1 person)
-
Financial Statement Preparation
Financial Statement Preparation
Financial Statement Preparation
Financial Statement Preparation
-
Beneficial Ownership Information (BOI) Report Preparation
Beneficial Ownership Information (BOI) Report Preparation
Beneficial Ownership Information (BOI) Report Preparation
Beneficial Ownership Information (BOI) Report Preparation
-
Registered Agent Services
Registered Agent Services
Registered Agent Services
Registered Agent Services
-
Monthly Tax Strategy
Quarterly Tax Strategy
Annual Tax Strategy
Startup Advisory Services
-
Sales and Use Tax Services
Sales and Use Tax Services
Sales and Use Tax Services
Sales and Use Tax Services
-
Financial Planning and Analysis
Financial Planning and Analysis
Financial Planning and Analysis
Financial Planning and Analysis
-
Corporate Tax Consulting
Corporate Tax Consulting
Corporate Tax Consulting
Corporate Tax Consulting
-
Tax Resolution Services
Tax Resolution Services
Tax Resolution Services
Tax Resolution Services
-
Government Contracting Assistance
Government Contracting Assistance
Government Contracting Assistance
Government Contracting Assistance
-
Business Certifications
Business Certifications
Business Certifications
Business Certifications
-
Virtual CFO Services
Virtual CFO Services
Virtual CFO Services
Virtual CFO Services
-
Inventory Management
Inventory Management
Inventory Management
Inventory Management
-
Real Estate and Property Accounting
Real Estate and Property Accounting
Real Estate and Property Accounting
Real Estate and Property Accounting
See more
All packages include access to our secure client portal for easy document management and communication. Try any of our packages with a 2-week free trial to see how we can help streamline your bookkeeping.
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Bookkeeping Set up fee – $500
- Monthly
- Yearly (Save upto 20%)
|
Custom Call for Price |
Custom Call for Price |
Enterprise $11,340.00 /year |
Pro $5,940.00 /year |
Basic $2,940.00 /year |
Enterprise $999.00 /month |
Pro $549.00 /month |
Basic $299.00 /month |
|---|---|---|---|---|---|---|---|
| Bookkeeping Services - $751K - $1M+ | Bookkeeping Services - $501K - $750K | Bookkeeping Services - $251K - $500K | Bookkeeping Services - $0 - $250K | ||||
| Individual Tax Preparation and Filing for owners and employees | Individual Tax Preparation and Filing for owners and employees | Individual Tax Preparation and Filing for owners and employees | Individual Tax Preparation and Filing | ||||
| Payroll Processing (11+ people) | Payroll Processing (6 - 10 people) | Payroll Processing (2-5 people) | Payroll Processing (1 person) | ||||
| Financial Statement Preparation | Financial Statement Preparation | Financial Statement Preparation | Financial Statement Preparation | ||||
| Beneficial Ownership Information (BOI) Report Preparation | Beneficial Ownership Information (BOI) Report Preparation | Beneficial Ownership Information (BOI) Report Preparation | Beneficial Ownership Information (BOI) Report Preparation | ||||
| Registered Agent Services | Registered Agent Services | Registered Agent Services | Registered Agent Services | ||||
| Monthly Tax Strategy | Quarterly Tax Strategy | Annual Tax Strategy | Startup Advisory Services | ||||
| Sales and Use Tax Services | Sales and Use Tax Services | Sales and Use Tax Services | Sales and Use Tax Services | ||||
| Financial Planning and Analysis | Financial Planning and Analysis | Financial Planning and Analysis | Financial Planning and Analysis | ||||
| Corporate Tax Consulting | Corporate Tax Consulting | Corporate Tax Consulting | Corporate Tax Consulting | ||||
| Tax Resolution Services | Tax Resolution Services | Tax Resolution Services | Tax Resolution Services | ||||
| Government Contracting Assistance | Government Contracting Assistance | Government Contracting Assistance | Government Contracting Assistance | ||||
| Business Certifications | Business Certifications | Business Certifications | Business Certifications | ||||
| Virtual CFO Services | Virtual CFO Services | Virtual CFO Services | Virtual CFO Services | ||||
| Inventory Management | Inventory Management | Inventory Management | Inventory Management | ||||
| Real Estate and Property Accounting | Real Estate and Property Accounting | Real Estate and Property Accounting | Real Estate and Property Accounting |
See more
Pro
$549.00 /month
Basic
$299.00 /month
Custom
Call for Price
Custom
Call for Price
Enterprise
$11,340.00 /year
Pro
$5,940.00 /year
Basic
$2,940.00 /year
Enterprise
$999.00 /year
-
Bookkeeping Services - $751K - $1M+
Bookkeeping Services - $501K - $750K
Bookkeeping Services - $251K - $500K
Bookkeeping Services - $0 - $250K
-
Individual Tax Preparation and Filing for owners and employees
Individual Tax Preparation and Filing for owners and employees
Individual Tax Preparation and Filing for owners and employees
Individual Tax Preparation and Filing
-
Payroll Processing (11+ people)
Payroll Processing (6 - 10 people)
Payroll Processing (2-5 people)
Payroll Processing (1 person)
-
Financial Statement Preparation
Financial Statement Preparation
Financial Statement Preparation
Financial Statement Preparation
-
Beneficial Ownership Information (BOI) Report Preparation
Beneficial Ownership Information (BOI) Report Preparation
Beneficial Ownership Information (BOI) Report Preparation
Beneficial Ownership Information (BOI) Report Preparation
-
Registered Agent Services
Registered Agent Services
Registered Agent Services
Registered Agent Services
-
Monthly Tax Strategy
Quarterly Tax Strategy
Annual Tax Strategy
Startup Advisory Services
-
Sales and Use Tax Services
Sales and Use Tax Services
Sales and Use Tax Services
Sales and Use Tax Services
-
Financial Planning and Analysis
Financial Planning and Analysis
Financial Planning and Analysis
Financial Planning and Analysis
-
Corporate Tax Consulting
Corporate Tax Consulting
Corporate Tax Consulting
Corporate Tax Consulting
-
Tax Resolution Services
Tax Resolution Services
Tax Resolution Services
Tax Resolution Services
-
Government Contracting Assistance
Government Contracting Assistance
Government Contracting Assistance
Government Contracting Assistance
-
Business Certifications
Business Certifications
Business Certifications
Business Certifications
-
Virtual CFO Services
Virtual CFO Services
Virtual CFO Services
Virtual CFO Services
-
Inventory Management
Inventory Management
Inventory Management
Inventory Management
-
Real Estate and Property Accounting
Real Estate and Property Accounting
Real Estate and Property Accounting
Real Estate and Property Accounting
See more
All packages include access to our secure client portal for easy document management and communication. Try any of our packages with a 2-week free trial to see how we can help streamline your bookkeeping.
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|---|---|---|
| No content |
See more
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No content
See more
| - | - | |
|---|---|---|
| No content |
See more
-
No content
See more
|
Custom Call for Price |
Custom Call for Price |
Enterprise $11,340.00 |
Pro $5,940.00 |
Basic $2,940.00 |
Enterprise $999.00 |
Pro $549.00 |
Basic $299.00 |
|---|---|---|---|---|---|---|---|
| No content |
See more
Pro
$549.00
Basic
$299.00
Custom
Call for Price
Custom
Call for Price
Enterprise
$11,340.00
Pro
$5,940.00
Basic
$2,940.00
Enterprise
$999.00
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No content
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No content
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Every Plan Includes
Save Money
Save Time
All In One Solution
Success Manager
Accounting & Bookkeeping
Set-up company books and payroll
Bookkeeping and payroll training
Monthly categorization of business transactions
Reconciliation of business bank and credit card accounts
Expert review of financial reports
Financial reports package delivered monthly
Close books at end of year and prepare for taxes
Formation
Corp, LLC, Partnership, S-Corp formation in your state
Creation of an operating agreement
Obtain Your Tax ID Number (EIN)
File an S Corp election with the IRS
Employer Registration in your state
Business Checking Account Creation
Provide a registered agent for your business
Alerts for annual compliance filings Offer
Business Plan Assistance
BOI Report
Taxes
Annual Business Tax Filing
Annual Personal Tax Filing
Quarterly tax estimates
Annual salary recommendations
Owner paycheck calculator
Business income tax returns (federal and states)
Compliance
Support
Free consultation with a tax advisor
Year-round bookkeeping, payroll, accounting & tax support
A member relationship manager
Newsletters, resource guides, and educational webinars Community
Invoicing***
Payroll
New hire reports filed with State
Preparation and filing of quarterly payroll returns
Gusto subscription for payroll ($45/month value)
Gusto payroll system training
Employment Taxes
Automated payroll
Unlimited payroll runs Issue and file W-2s/1099’s
Provide out of state Employee Assistance