How Our Packages are Built

Basic Package (based on entity & revenue) + Add-Ons


What type of business entity do you have?


Sole Proprietor or LLC

Basic Package Includes:

Quarterly Bookkeeping

So your income & expenses are tracked as frequently as you like - everything is ready to go at tax time.

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

Communication

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

Profit Review

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

 
sole proprietor and llc pricing

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


S Corporation

Basic Package Includes:

Bookkeeping

So your income & expenses are tracked as frequently as you like - everything is ready to go at tax time.

Financial Statements

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

Corporate Tax Return

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

Quarterly Payroll for Owner

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

 
Basic Support

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

Profit Review

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

 
s corp pricing

*For S Corps over $1.6M revenue, contact us for custom pricing!

 


+ Add-Ons

Unlimited Support

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

Pay Quarterly Taxes For You

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

Personal 1040 Tax Return

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

Schedule C Tax Return

[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

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

Monthly Payroll

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

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

Inventory

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

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

Accounts Receivable or Payable

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

 

100% Money Back Guarantee

100% Satisfaction Guarantee!

We think you'll love us, but if you find in the first 30 days that you aren't satisfied with us, just let us know and we'll try to fix the problem or send you a prompt refund if you prefer.


Sign-Up Process

When you click the button to sign up, you'll be taken to a scheduling page. Pick a time that works for you and then you will see a questionnaire. Please try to be detailed and honest on these questions so I understand the basics of your business when we get on our call.

At our scheduled time, we'll have a Zoom call to meet "in person." I will ask some more questions to see if we can help you and your business. If you feel like a good match, I'll invite you to become one of our clients.


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Having my bookkeeping done is a mental relief in the biggest way - not worrying about this, and having someone who specializes in caring about the details on the job :)
— Christie Mims of The Revolutionary Club
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Before I didn’t know how to manage my finances to where I didn’t feel broke.

The more I’ve paid myself, the more my business has made. I’m more excited about my business, more clear about how I’m going to make more money. I’m paying off debt faster and I can breathe easy.
— Katya Sarmiento of Reach and Make Millions