Find the Perfect Solution for Your Business
We offer three amazing plans that can be tailored to fit your business needs.
Choose your plan
Basic
For those that want to save time and stress-
✔ Dedicated US Accountant
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✔ Monthly Bookkeeping
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✔ Monthly P&L and Balance Sheet
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✔ Finished by the 21st of the following month
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✔ Weekly correspondence via email
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✔ End of Financial Year Tax Package
Plus
For those that want to save time, money and stress-
＋ Dedicated US Accounting Team
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✔ Monthly Bookkeeping
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✔ Monthly P&L and Balance Sheet
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＋ Finished by the 14th of the following month
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＋ 48 Hour Response Via Email
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＋ All Business and Personal Tax Filings
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＋ Proactive Tax Planning
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＋ Annual Tax Planning Session
Star
For those looking to take their business to the next level-
★ Dedicated CPA
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✔ Monthly Bookkeeping
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✔ Monthly P&L and Balance Sheet
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★ Finished by the 10th of the Following Month
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★ 24 Hour Response via Email or Phone
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＋ All Business and Personal Tax Filings
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＋ Proactive Tax Planning
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＋ Annual Tax Planning Session
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★ Monthly Zoom Meetings
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★ Monthly Custom Reports with KPIs
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★ Quarterly Budgeting, Forecasting, & Analysis
Set-Up
We'll get your books up and running and show you how to use It-
✔ QuickBooks Online Set-Up
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✔ Chart of Accounts
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✔ Connect Bank Accounts and Debit Cards
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✔ 1-Hour Training Session with a QuickBooks Pro Advisor
Add-Ons
Additional features tailored to your business-
✔ Payroll
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✔ Receive and Send Payments
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✔ Document Management
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✔ Entity Creation
FAQs
We love helping small businesses grow and save on their taxes. Think of us as your personal accounting department and trusted financial advisor. We work exclusively with small businesses on a monthly subscription basis so we can provide the best support and greatest insights.
We determine our pricing based on a variety of factors including average monthly expenses, average monthly transactions, and complexity of transactions. We also include any optional add-ons and how much clean-up your books need when determining a fair price.
We specialize in e-commerce, real estate, and service-based industries. We have clients in all industries across the United States.
Yes! Our goal is to tailor a solution that will best fit your business needs. We offer add-ons and are flexible with mixing and matching our options.
Every person on our team is based in the United States. Based on the plan you choose, you will either work with a dedicated accountant, accounting team, or CPA.
