Plans Built With Your Business In Mind

Choose a plan that fits your needs and scales with your business. Whether you're just starting out or looking to optimize and grow, our flexible pricing options provide the tools and support to help you succeed. Need something more tailored? We can customize pricing based on your needs to deliver the best package at the best cost.

Core Bookkeeping

Monthly Fee: Starts at

$600

  • ✔ Tax Reduction Strategy
  • ✔ Bookkeeping: Up to 50 transactions/month
  • ✔ Business Income Tax Preparation
  • ✔ Tax Planning Meetings: Annual
  • ✔ Financial Reporting: Quarterly
  • ✔ Additional Virtual Consultations: Annual Meeting
  • ✔ Preparation of Annual 1099's (up to 10)
  • ✔ 24/7 Cloud Access to Tax Returns & Documents

CPA Support

Monthly Fee: Starts at

$1,200

  • ✔ Tax Reduction Strategy
  • ✔ Bookkeeping: Up to 200 transactions/month
  • ✔ Business Income Tax Preparation
  • ✔ Tax Planning Meetings: 2x Per Year
  • ✔ Financial Reporting: Monthly
  • ✔ IRS Notice Response
  • ✔ Electronic Bill Pay Services
  • ✔ Additional Virtual Consultations: Quarterly (Maximum)
  • ✔ Preparation of Annual 1099's (up to 10)
  • ✔ 24/7 Cloud Access to Tax Returns & Documents
  • ✔ Prioritized Communication System
  • ✔ Monthly Newsletter

Peak Performance

Monthly Fee: Custom Quoted

$4,500

  • ✔ Tax Reduction Strategy
  • ✔ Full Service Bookkeeping
  • ✔ Business Income Tax Preparation
  • ✔ Tax Planning Meetings: Biweekly
  • ✔ Financial Reporting: Monthly
  • ✔ IRS Notice Response
  • ✔ Electronic Bill Pay Services
  • ✔ Additional Virtual Consultations: Any Time, Scheduled in Advance
  • ✔ Preparation of Annual 1099's (up to 10)
  • ✔ 24/7 Cloud Access to Tax Returns and Documents
  • ✔ Prioritized Communication System
  • ✔ Monthly Newsletter
  • ✔ Worldwide Pickup/Delivery Service
  • ✔ Software Fees Included