Choose The Right Plan For your Business

Basic Plan

Average $290/month

  • annual bank reconciliation for 1 bank & 1 credit card accounts

  • annual Balance sheet and P&L

  • QuickBooks support

  • annual meeting

Bronze Plan

Average $375/month

  • quarterly bank reconciliation for 1 bank & 1 credit card accounts

  • quarterly Balance sheet and P&L

  • QuickBooks support

  • annual meeting

Gold Plan

Average $730/month

  • monthly bank reconciliation for 2 bank & 2 credit card accounts

  • monthly Balance sheet and Profit and Loss Reports

  • quickbooks support

  • payroll review

  • unlimited email & phone support

  • biannual meetings

  • industry KPI review

  • business tax return preparation

  • tax return planning

  • 1099 preparation & filing

Silver Plan

Average $555/month

  • monthly bank reconciliation for 2 bank & 2 credit card accounts

  • monthly Balance sheet and P&L

  • QuickBooks support

  • payroll review

  • unlimited email support

  • business tax return preparation

  • annual meeting

Platinum Plan

Average $1,325/month

  • monthly bank reconciliation for 2 bank & 2 credit card accounts

  • monthly Balance sheet and Profit and Loss Reports

  • quickbooks support

  • payroll review

  • unlimited email & phone support

  • monthly meetings

  • industry KPI review

  • business tax return preparation

  • tax return planning

  • 1099 preparation & filing

  • cash flow forecasts

  • budgeting review

  • inventory & COGS review

Questions before getting started?

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