Plans to help you breathe easier.
This is an example of packages we offer. We’ll create specialized options for you that fit your needs and company size.
We firmly believe that every business owner needs a partner that’s helping them interpret their numbers and hit their goals. That’s why we provide the financial debriefs.
Base
From $450/mo
For companies just starting out with accounting help.
Bookkeeping & Compliance
Monthly Bookkeeping
Form 1099 filings
Year-end financial statements
Support
Unlimited text & email support
Core
From $650/mo
For companies just starting out with financial consulting.
Bookkeeping & Compliance
Monthly Bookkeeping
Form 1099 filings
Year-end financial statements
Financial Consulting & Advisory
Quarterly financial reports
Quarterly financial debrief video
Support
Unlimited text & email support
Elite
From $1200/mo
For companies wanting help getting to the next level.
Bookkeeping & Compliance
Biweekly Bookkeeping
Form 1099 filings
Year-end financial statements
Financial Consulting & Advisory
Monthly financial reports
Monthly financial debrief video
Annual strategy session via Zoom
Support
Unlimited text & email support
What’s included in your plan
Unlimited questions : We charge a flat rate and don’t limit your access to us. We want you to reach out when you have questions about your accounting, business decisions, or taxes.
Access via text & email : Our preferred method of communication is email. It gives us time to think and give a thorough response. We respond within 2 business days and, if your question needs a lengthy response, we’ll even send a Loom video. Text us if something emergent is going on and we’ll call you or respond the same day.
Tax season support : We might not be the one filing your tax returns but we will quarterback the conversation with your tax preparer. Now you’ve got someone on your team helping answer the confusing questions.
Ready to make sense of your business financials?
WORK WITH US