Financial Freedom Starts Here

Your future is about to get the upgrade it deserves

Bookkeeping Set up fee – $500

  • Monthly
  • Yearly (save 10%)
Benefits

Essential

$3,239.79/year

Add to cart

Plus

$6,479.90/year

Add to cart

Enterprise

$10,799.90/year

Add to cart

Essential

$399.99/month

Add to cart

Plus

$599.99/month

Add to cart

Enterprise

$999.99/month

Add to cart

Up to $40,000 in Expenses
Simple Set-Up
Secure Portal with Document Storage
Automatic transaction import
Quarterly Reports
Monthly phone reviews
Accrual basis bookkeeping
P&L, balance sheet, and cash flow statements
Industry standard financial ratios
Expedited books delivery
Payroll and balance sheet reconciliation
Connections to financial institutions including: banks, credit cards, and payment processors
Chart of accounts
Special transactions including: bills, invoices, checks and reimbursements
Billable expenses
Business App Integration
Up to $60,000 in Expenses
Custom reporting
Month End Close with Bank/Credit Card Reconciliation
Multiple entity support
Financial statement creation and delivery
Supporting schedules
Full, on-demand access to Quickbooks or Xero** — an online accounting software
Up to $80,000 in Expenses
Monthly reconciliation delivered to your inbox
Comprehensive AR/AP tracking
Inventory tracking
Support for classes, departments, or locations
Priority support
Guidance from a dedicated point person to keep you on track
Annual income tax filing for businesses (partnerships, S corps, C corps)

Essential

$399.99/month

Add to cart

Plus

$599.99/month

Add to cart

Enterprise

$999.99/month

Add to cart

Essential

$3,239.79/Year

Add to cart

Plus

$6,479.90/Year

Add to cart

Enterprise

$10,799.90/Year

Add to cart

  • Up to $40,000 in Expenses

  • Simple Set-Up

  • Secure Portal with Document Storage

  • Automatic transaction import

  • Quarterly Reports

  • Monthly phone reviews

  • Accrual basis bookkeeping

  • P&L, balance sheet, and cash flow statements

  • Industry standard financial ratios

  • Expedited books delivery

  • Payroll and balance sheet reconciliation

  • Connections to financial institutions including: banks, credit cards, and payment processors

  • Chart of accounts

  • Special transactions including: bills, invoices, checks and reimbursements

  • Billable expenses

  • Business App Integration

  • Up to $60,000 in Expenses

  • Custom reporting

  • Month End Close with Bank/Credit Card Reconciliation

  • Multiple entity support

  • Financial statement creation and delivery

  • Supporting schedules

  • Full, on-demand access to Quickbooks or Xero** — an online accounting software

  • Up to $80,000 in Expenses

  • Monthly reconciliation delivered to your inbox

  • Comprehensive AR/AP tracking

  • Inventory tracking

  • Support for classes, departments, or locations

  • Priority support

  • Guidance from a dedicated point person to keep you on track

  • Annual income tax filing for businesses (partnerships, S corps, C corps)

$100,000 or more of Monthly expenses please give us a call for customized pricing.*
Clients choose the program of choice or Quickbooks will automatically be chosen as the default solution**

Annual Taxes

Benefits

LLC (Limited Liability Company)

$799.00

Add to cart

1120, 1120S, 1065 (Partnership)

$1,199.00

Add to cart

Includes Personal 1040 Tax Return
Easy interview questions
U.S. Corporation Income Tax Return
Federal & State Tax Returns
Accounting Records Import
Year-Round Tax Advisory
Maximize business deductions
Capital Gains Reports & Summary
Reconciliation of income
Depreciation schedule
Depreciation Summaries
100% Accuracy Guarantee
Money Back Guarantee
Easy interview questions
U.S. Income Tax Return for a C-Corp, S-Corp, Partnership Income
Complete Schedule L
Complete Schedule M-1
Dedicated accountant
Form DR-405
Tangible Personal Property Tax
Unlimited tax consultations

LLC (Limited Liability Company)

$799.00

Add to cart

1120, 1120S, 1065 (Partnership)

$1,199.00

Add to cart

  • Includes Personal 1040 Tax Return

  • Easy interview questions

  • U.S. Corporation Income Tax Return

  • Federal & State Tax Returns

  • Accounting Records Import

  • Year-Round Tax Advisory

  • Maximize business deductions

  • Capital Gains Reports & Summary

  • Reconciliation of income

  • Depreciation schedule

  • Depreciation Summaries

  • 100% Accuracy Guarantee

  • Money Back Guarantee

  • Easy interview questions

  • U.S. Income Tax Return for a C-Corp, S-Corp, Partnership Income

  • Complete Schedule L

  • Complete Schedule M-1

  • Dedicated accountant

  • Form DR-405

  • Tangible Personal Property Tax

  • Unlimited tax consultations

Payroll Set-up – $500

  • Monthly
  • Yearly (save 10%)
Benefits

Essential

$4,309.20/year

1-15 employees/contractors

Add to cart

Plus

$6,469.20/year

16-30 employees/contractor

Add to cart

Enterprise

$9,709.20/year

31-50 employees/contractors

Add to cart

Essential

$399.00/month

1-15 employees/contractors

Add to cart

Plus

$599.00/month

16-30 employees/contractor

Add to cart

Enterprise

$899.00/month

31-50 employees/contractors

Add to cart

Improve Payroll Accuracy
W2s & 1099-NEC/MISC
Employee and Contractor profiles and Self Service
PTO Management
Basic hiring and onboarding tools
Full payroll support for one state
Employee self-service options
Time-off reports
Basic technical support
401(k) plans
529 college savings plans
HSAs & FSAs (not in all states)
Workers compensation
Employee Self Service
Contractor payments in all 50 states
4-day direct deposit
New hire reporting, as required
Accounting Integrations
Support for multiple states
Next-day direct deposit
PTO management
Full technical support
Background Checks Available for an additional fee.
State Unemployment Insurance (SUI) management
Compliance alerts
Health insurance plan broker integration
Performance reviews
Employee surveys

Essential

$399.00/month

1-15 employees/contractors

Add to cart

Plus

$599.00/month

16-30 employees/contractor

Add to cart

Enterprise

$899.00/month

31-50 employees/contractors

Add to cart

Essential

$4,309.20/Year

1-15 employees/contractors

Add to cart

Plus

$6,469.20/Year

16-30 employees/contractor

Add to cart

Enterprise

$9,709.20/Year

31-50 employees/contractors

Add to cart

  • Improve Payroll Accuracy

  • W2s & 1099-NEC/MISC

  • Employee and Contractor profiles and Self Service

  • PTO Management

  • Basic hiring and onboarding tools

  • Full payroll support for one state

  • Employee self-service options

  • Time-off reports

  • Basic technical support

  • 401(k) plans

  • 529 college savings plans

  • HSAs & FSAs (not in all states)

  • Workers compensation

  • Employee Self Service

  • Contractor payments in all 50 states

  • 4-day direct deposit

  • New hire reporting, as required

  • Accounting Integrations

  • Support for multiple states

  • Next-day direct deposit

  • PTO management

  • Full technical support

  • Background Checks Available for an additional fee.

  • State Unemployment Insurance (SUI) management

  • Compliance alerts

  • Health insurance plan broker integration

  • Performance reviews

  • Employee surveys

$100,000 or more of Monthly expenses please give us a call for customized pricing.*
Clients choose the program of choice or Quickbooks will automatically be chosen as the default solution**

Benefits

Business Analysis – One time fee

$2,499.00

one time fee

Add to cart

Researching and discovering the requirements of your system from users, customers and stakeholders
Profitability Analysis
Pricing Analysis
Identify the primary business objectives
Clarify objectives, scope and requirements of business model
Determine stakeholders
24/7 Client Portal Access
Hand-on Onboarding Process
Analytical thinking and problem solving
Easy Communication
Costs benefit analysis
Facilitation skills
Detail-oriented
Organizational skills layout
Processes modeling
Business structures guidance
Stakeholder analysis
Requirements engineering
Assist in implementing the solutions
Analyze, structure and specify automated techniques
Understanding of how networks, databases and other technologies work
Value Assessment
Add-Ons
5 Year Forecast – $999

Add to cart

4 Year Forecast – $749

Add to cart

3 Year Forecast – $499

Add to cart

Business Analysis – One time fee

$2,499.00

one time fee

Add to cart

5 Year Forecast – $999

$999.00

Add to cart

4 Year Forecast – $749

$749.00

Add to cart

  • Researching and discovering the requirements of your system from users, customers and stakeholders

  • Profitability Analysis

  • Pricing Analysis

  • Identify the primary business objectives

  • Clarify objectives, scope and requirements of business model

  • Determine stakeholders

  • 24/7 Client Portal Access

  • Hand-on Onboarding Process

  • Analytical thinking and problem solving

  • Easy Communication

  • Costs benefit analysis

  • Facilitation skills

  • Detail-oriented

  • Organizational skills layout

  • Processes modeling

  • Business structures guidance

  • Stakeholder analysis

  • Requirements engineering

  • Assist in implementing the solutions

  • Analyze, structure and specify automated techniques

  • Understanding of how networks, databases and other technologies work

  • Value Assessment

  • Add-Ons
  • 5 Year Forecast – $999

  • 4 Year Forecast – $749

  • 3 Year Forecast – $499

Benefits

Registered Agent

$499.00

A Year

Add to cart

Same Day Business Processing
Annual report reminders
24/7 Access through Client Portal
Use of Our Prime Commercial Address on Documents
Same price every year
25 pieces of mail physically forwarded each year
Reserve a private & secure office space—in person
Customized Corporate Bylaws
Timely Alerts whenever we receive important documents on your behalf
Keep Your Name Out of the Public
Able to be served with a legal notice
Emails about critical tax and annual report deadlines (a $49 value)
Unlimited cloud storage for all your business docs
If you're switching your Registered Agent, we'll handle the paperwork with your state and cover any fees

Registered Agent

$499.00

A Year

Add to cart

  • Same Day Business Processing

  • Annual report reminders

  • 24/7 Access through Client Portal

  • Use of Our Prime Commercial Address on Documents

  • Same price every year

  • 25 pieces of mail physically forwarded each year

  • Reserve a private & secure office space—in person

  • Customized Corporate Bylaws

  • Timely Alerts whenever we receive important documents on your behalf

  • Keep Your Name Out of the Public

  • Able to be served with a legal notice

  • Emails about critical tax and annual report deadlines (a $49 value)

  • Unlimited cloud storage for all your business docs

  • If you're switching your Registered Agent, we'll handle the paperwork with your state and cover any fees

You’re a click away from financial clarity book your call today.

During our 15 minute Financial Clarity Call, you’ll experience the clarity that comes with knowing your next step(s) when it comes to your financial goals. No matter what stage of life or business you’re in —our team will do whatever it takes to ensure you feel empowered. Best of all, it’s 100% free when you book today.

Book Financial Clarity Call