Bookkeeping Plans
Clarity ($299/mo)
Providing clear direction and understanding. Ideal for small/startup businesses that want current and streamlined financials.
> Dedicated Accountant
> QBO Reconciliations
> Monthly Financial Statements
Elevate ($599/mo)
Designed for businesses seeking to improve and optimize their financial performance.
> Clarity Plan Benefits, AND
> Bi-Annual Analysis and Consult
> Detailed Reports and Insights
Empower ($999/mo)
Providing you with the tools to make timely decisions and drive your business forward. Ideal for businesses needing full financial support and future-focused strategies.
> Elevate Plan Benefits, AND
> Budget and Forecasting Support
> Annual Reasonable Compensation
Specialized Tax Plans
Comply ($59/mo)
Ideal for individuals and small business owners with straightforward tax situations
> Advisory Access
> Estimated Tax Reminders
> Basic IRS Support
Strategize ($179/mo)
Ideal for individuals and business owners who need more frequent consultations or who are self-employed, have investments, or have more complex financial situations.
> Quarterly Strategy Sessions
> Tax Savings Strategies
> Dedicated Tax Advisor
Optimize ($399/mo)
Ideal for high-net-worth individuals, large business owners, or those with complex tax issues (e.g., multiple income streams, investment strategies).
> Monthly Advisory Calls
> Entity Structure Review
> Reasonable Compensation
