From launch to expansion—with expert support every step of the way.
Stay focused on running your growing business while we handle the accounting and tax. Pick the level of support that suits you: three flexible, customizable monthly packages built around your unique needs.
Accounting packages are billed monthly, with quotes provided based on your specific needs and service level. All packages are available to be customized to your needs.
ESSENTIAL PACKAGE
Perfect for small or service-based businesses that just need the fundamentals for smooth, compliant operations.
Plan Features
Annual business and/or personal tax return
Quarterly bookkeeping
Annual tax planning
Annual review meeting
Support & Assistance
Email/phone support within 2–3 business days
IRS and state tax support – up to once per year
ADVISORY PACKAGE
Ideal for growing businesses that want ongoing guidance, deeper insights, and proactive tax strategies.
Plan Features
Annual business and/or personal tax return
Monthly bookkeeping
Semi-annual tax planning
Quarterly advisory meetings for performance review and strategy
Support & Assistance
Email/phone support within 1–2 business days
IRS and state tax support – up to twice per year
Proactive tax savings recommendations throughout the year
ELITE PACKAGE
Designed for established or high-growth businesses that want premium, year-round strategic partnership and full-service financial oversight.
Plan Features
Annual business and/or personal tax return
Weekly bookkeeping
Quarterly tax planning and strategy sessions
Monthly advisory meetings for financial performance, forecasting, and growth planning
Support & Assistance
Priority email/phone support – same or next business day response
Unlimited IRS and state tax support
Comprehensive year-end review and forward-looking strategy plan
