How Our Packages are Setup

Basic Package + Add-Ons

Basic Package Includes:

Quarterly Bookkeeping

Quarterly Bookkeeping

So your income & expenses are tracked quarterly - everything is ready to go at tax time.

Quarterly Financial Statements

Quarterly Financial Statements

So you'll be able to see your numbers on a quarterly basis.

Corporate Tax Return

Corporate Tax Return
[S Corp ONLY]

So you won't have to worry about coordinating between a bookkeeper & accountant. It's all in one place - easy peasy!

Quarterly Payroll

Quarterly Payroll for Owner
[S Corp ONLY]

So you don't have to worry about quarterly and annual filings and staying in the good graces of the IRS!

 
 
Communication

Communication With Team (Limited)

So we can make sure we've got all your income and expenses right.

Profit Review

Profit Review

So you've got someone looking over your shoulder 2x/year to see if you can improve profit!

 

The Basic Package Pricing is based on revenue and if you have a...

Sole Proprietor or LLC

sole proprietor and llc pricing

*For sole proprietors or LLCs over $400K revenue, contact us for custom pricing!*

S Corporation

s corp pricing low
s corp pricing high

*For S Corps over $1M revenue, contact us for custom pricing!

 


+ Add-Ons

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Monthly Bookkeeping
$30/mo & Up

So you can see your numbers on a monthly basis and be able to make tweaks monthly to increase profits!

Unlimited Support
$60/mo

So you can see your numbers on a monthly basis and be able to make tweaks monthly to increase profits!

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Pay Estimated Taxes
$3
0/mo

So you never have to worry about calculating your estimated taxes, remember to pay them on time, or remember how to pay them!

Personal

Personal 1040 Tax Return
$30/mo

So you can get your personal return done quickly and by a team you already know and trust.

 
Schedule C Return

Schedule C Tax Return
$15/mo
[Sole Prop & LLC ONLY]

So you won't have to worry about coordinating between a bookkeeper & accountant. It's all in one place - easy peasy!

Visual Reporting

Visual Reporting
$50/mo

So you can SEE your numbers instead of trying to read your financial statements.

Coaching

1:1 Money Coaching w/ Callie + Voxer Access
$1000/mo

So you can take your money to the next level! Create radical profits, pay yourself more, and start making your money work for you so you can reach financial freedom!

Monthly Payroll

Monthly Payroll + Employees
$100/mo

So you never have to worry about running payroll or figuring out how to file payroll taxes.

$100 for one employee + $6 per additional employee

 
1099 Misc Filing Contractors

1099-MISC Filing for Contractors
$3/mo

So you never have to worry about keeping up with how much you paid or how to fill out a 1099-MISC form.

Inventory

Product-Based Business
$100/mo & up

So you can easily keep up with your inventory and cost of goods sold as easy as possible - trust us, you don't want to go this alone!

Sales Tax

Sales Tax Filing
$25/state filing

So you never have to worry about filing sales tax forms for multiple states.

Accounts Receivable or Payable

Bill Pay or Invoicing
$270/mo & up

So you never have to worry about paying bills on time or creating tedious invoices again!