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Choose Your Pricing Plan

  • ESSENTIALS PLAN

    500$
    Every month
    Perfect for freelancers, creatives, and solo entrepreneurs who want their books handled and taxes filed without stress.
     
    • Monthly Bookkeeping (up to 100 transactions)
    • Annual Individual Tax Return (1040 + Schedule C)
    • Basic Year-End Tax Planning Session
    • Email Support
    • Optional Add-Ons available

  • GROWTH PLAN

    1,200$
    Every month
    Ideal for small LLC's and S-Corps that want full tax compliance, monthly books, and quarterly financial insight.
     
    • Monthly Bookkeeping (up to 300 transactions)
    • Quarterly Financial Reports & Review Calls
    • Annual Business Tax Return (Schedule C, 1065, 1120S)
    • Owner's Individual Tax Return (1040)
    • Quarterly Tax Planning & Estimated Tax Support
    • Email + Phone Support
    • Optional Add-Ons Available

  • EXECUTIVE PLAN

    2,000$
    Every month
    A high-level financial service for growing businesses and high-earning entrepreneurs. We handle your books, payroll, and tax strategy while providing the financial clarity you need to scale.
     
    • Monthly Bookkeeping (unlimited transactions)
    • Payroll Processing
    • Annual Business Tax Returns
    • Owners + Spouse Individual Tax Returns
    • Monthly Financial Reports with KPI Insights
    • Quarterly Tax Strategy Call
    • On-Demand Advisory Support
    • Priority Support
    • Optional Add-Ons Available

Need something custom?
Our subscription packages are fully customizable based on your business size, needs, and complexity. Whether you're a solopreneur or growing operation, we'll tailor a plan that fits your goals and budget.

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