Accounting & Tax Services

We offer 3 competitive monthly accounting / bookkeeping pricing plans with their features noted below. Business tax preparation services are also available and can be added to your monthly accounting / bookkeeping rate. See tax services below.

As mentioned on the accounting services overview page, we only provide tax preparation services for our monthly accounting / bookkeeping clients.

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Starting Out

$395/mo

Billed monthly
One business entity/EIN
Up to 3 Business Accts
Weekly accounting
Up to $50k in monthly expenses
2 software integration
Classify and post up to 300 monthly transactions
Cash basis
Reconciliation of checking and CC accts
Balance sheet, Income Statement, & Statement of Cash Flows
Monthly Review and Write-up of Financial Reports
Growth

$750/mo

Billed monthly
One business entity/EIN
Up to 5 business accts
Semi-weekly accounting
Up to $100k in monthly expenses
3 software integrations
Classify and post up to 500 monthly transactions
Cash or Modified Accrual
Reconciliation of checking and CC accts
Expense Management
Balance sheet, Income Statement, Statement of Cash Flows
Monthly Review and Write-up of Financial Reports
Budget Planning and Review of Cash Flows
KPI setup and tracking
Forecasting
Sensitivity Analysis
Mature

$1,250/mo

Billed monthly
One business entity/EIN
Up to 7 business accts
Daily accounting
Over $100k in monthly expenses
5 software integrations
Classify and post up to 1,000 monthly transactions
Cash or Modified Accrual
Reconciliation of checking and CC accts
Expense Management
Balance Sheet, Income Statement, & Statement of Cash Flows
Monthly Review and Write-up of Financial Reports
Budget Planning and Review of Cash Flows
KPI setup and tracking
Forecasting
Sensitivity Analysis
BASIC PLAN

$ 15/mo

Billed monthly
Some plan feature text
Some plan feature text
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Some plan feature text
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TEAM PLAN

$ 48/mo

Billed monthly
Some plan feature text
Some plan feature text
Some plan feature text
Some plan feature text
Some plan feature text
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Popular
BUSINESS PLAN

$ 82/mo

Billed monthly
Some plan feature text
Some plan feature text
Some plan feature text
Some plan feature text
Some plan feature text
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Add Tax To Any Pricing Plan

Tax Guidance plus Annual Federal and State Returns

Maximize your tax savings. We will file all the right tax documents for you, saving you time and money.
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$ 720/yr - billed monthly
  • Year-Round Tax Support
  • Year-End Financial Package
  • S Corporation (Form 1120S)
  • Partnership (Form 1065)
  • Schedule C (Form 1040)
  • C Corporation (Form 1120)