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Choose your pricing plan

Find one that works for you

  • Silver Tier – Peace of Mind Bookkeeping

    249$
    Every month
    For emerging entrepreneurs, solopreneurs, and side-hustlers with a simple setup and big vision.
     
    • 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 month
    For: Business owners with growing teams, income streams, or vendor relationships who need deeper support.
     
    • 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 month
    For: Multi-entity owners, six-figure CEOs, and high-achieving entrepreneurs who need full-spectrum tax and bookkeeping support.
     
    • 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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