Choose Your Package
Comprehensive accounting and business advisory packages tailored to your needs
Silver
$500
/ month
Best for: Startups, sole proprietors, very small businesses
Includes:
- Monthly bookkeeping (up to ~75 transactions)
- Bank and credit card reconciliations
- Categorization of income and expenses
- Monthly profit & loss statement
- Email support (business hours)
- Year-end financial package for tax preparation
Not included:
Payroll, sales tax filings, advisory services
Most Popular
Gold
$840
/ month
Best for: Growing small businesses
Everything in Silver, plus:
- Bookkeeping (up to ~200 transactions)
- Accounts payable & receivable tracking
- Payroll processing (up to 5 employees)
- Quarterly estimated tax support
- Monthly balance sheet & cash flow report
- Sales tax tracking (filing optional or add-on)
- Priority email & limited phone support
- Quarterly financial review call
Platinum
$1,280
/ month
Best for: Established businesses needing ongoing financial insight
Everything in Gold, plus:
- Higher transaction volume (up to ~500 transactions)
- Full payroll processing (up to 15 employees)
- Sales tax filings
- Monthly financial review & advisory call
- Budgeting and cash flow forecasting
- KPI tracking and management reports
- Direct access support (email & phone)
- Audit-ready books maintained monthly
Need Strategic Financial Leadership?
Our Platinum Plus – CFO Advisory Package provides executive-level financial strategy without hiring a full-time CFO.
View CFO PackageOptional Add-Ons (All Tiers)
Additional payroll employees
Cleanup / catch-up bookkeeping
CFO or controller services
Industry-specific reporting
Multi-entity or multi-location accounting
Pricing Notes
- Pricing assumes average complexity; higher transaction counts or specialized industries may be more.
- Discounts available for annual prepayment.
- Additional add-ons to packages are at a discounted rate.
- Discounted pricing on Business and Personal Tax Returns.