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Choose Your Package

Accounting Services That Work for You.

Get personalized accounting services that streamline your finances and save you time. With expert guidance, we’ll help you make informed decisions and support your business growth.

SIMPLE START

$50k/year revenue - Recommended minimum
$ 250 Monthly
  • Ensure all transactions are categorized properly and your books are kept up to date (Bi-weekly at a minimum)
  • Profit & Loss statement and Balance sheet (sent monthly, but access is always available) ​
  • Monthly account reconciliation ​
  • Access to our client portal
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ESSENTIALS

$100k/year revenue - Recommended minimum
$ 500 Monthly
  • Everything in the Simple Start plan
  • Manage your Accounts Payable & Accounts Receivable
  • Monthly Form E-500 Filing for Sales and Use Tax
  • Monthly business consultation based on your business needs to enable growth and optimization
  • Custom reports for optimized business growth

ADVANCED

$120k/year revenue - Recommended minimum
$ 750 Monthly
  • Everything in the Essentials plan
  • Full-service A/P & A/R management. We will create your bills & invoices and track payments.
  • Proactive Tax Planning & Advice - pay your fair share of taxes, and not a penny more

Need a custom package?

Contact Us today and we can talk about your needs.

 

 

We’re proud to offer every client $1,000,000 Tax Audit Defense™ and Identity Theft Restoration services through Protection Plus. With our expert assistance, you can face any tax notice or identity theft incident with confidence, knowing our dedicated team is in your corner.

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