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Choose your pricing plan
Find one that works for you
Silver Tier – Peace of Mind Bookkeeping
249$Every monthFor emerging entrepreneurs, solopreneurs, and side-hustlers with a simple setup and big vision.Â- Up to 50 business transactions/month
- Monthly categorization + reconciliation
- Quarterly financial reports (P&L + Balance Sheet)
- Annual tax strategy session with your Tax Advisor
- Annual tax review with your Tax Advisor
- Annual tax prep: 1 federal + 1 state tax return (LLC or sole
- Year-end tax summary & personalized recommendations
- Secure portal access
- Email support (2–3 business day response)
- Best Value
Gold Tier – Growth-Ready Bookkeeping
575$Every monthFor: Business owners with growing teams, income streams, or vendor relationships who need deeper support.Â- What’s Included (everything in Silver, plus):
- Up to 150 transactions/month
- Monthly financial reports
- Quarterly estimated tax calculations
- Quarterly strategy calls
- Light AP/AR support (up to 10 vendors/clients)
- IRS audit notice support
- Priority email support (48-hour response)
- Annual tax prep: 1 federal + 1 state tax return
Platinum Tier – Prosperity Suite
849$Every monthFor: Multi-entity owners, six-figure CEOs, and high-achieving entrepreneurs who need full-spectrum tax and bookkeeping support.Â- Everything in Gold, plus:
- Up to 300 transactions/month
- Monthly financial strategy calls 45 minutes
- Payroll setup + processing for up to 5 employees
- 1099 filing for up to 10 contractors
- Custom KPI Dashboard (tax %, profit, cash flow goals)
- Quarterly tax planning sessions
- Concierge communication (voice note + text support)
- S-Corp + Personal Return bundled
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