Pricing plans
Foundational accounting for early-stage companies that need clarity from day one.
Up to 50 Monthly Transactions
Monthly Bookkeeping & Reconicilation
Quarterly Financial Statements
Annual State Franchise Tax Filing
Advanced accounting for growing companies with steady revenue, vendors, and payroll.
Up to 100 Monthly Transactions
AR & AP Processing (up to 50/month)
Basic Payroll Package (up to 3 employees)
Monthly Financial Statements & Summary
Priority Email & Phone Support
Full-cycle accounting for scaling businesses that need oversight, forecasting, and strategic insight.
Up to 300 Monthly Transactions
AR & AP Processing (up to 120/month)
Basic Payroll Package (up to 10 employees)
Weekly Bank & Credit Cards Reconicilations
Monthly CPA Advisory Calls (up to 3 hours)
Dedicated Account Manager
Reliable payroll processing and core compliance service for growing teams and startups.
Payroll Setup and Employee Onboarding
Direct Deposit & Digital Paystub Delivery
Year-End Forms Preparation & Filings
Standard Payroll Compliance Reporting
Multi-state payroll management service with deeper compliance and workforce tracking.
Multi-State Payroll Support
PTO, Vacation, and Sick Leave Tracking
Garnishments & Deductions Administration
Federal, State & Local Payroll Tax Filings
Priority Email & Phone Support
Full-service payroll and workforce administration for large teams and scaling organizations.
Unlimited Off-Cycle Payroll Runs
Benefits & Retirement Plan Administration
Compliance Monitoring & Audit Support
Payroll Liability Reconciliation
Ongoing HR Management Support
Dedicated Payroll Manager
Professional individual tax preparation focused on accuracy and maximizing eligible deductions.
Federal & State Individual Tax Return
Standard Income (W-2, 1099, interest)
Itemized or Standard Deduction
E-Filing & IRS/State Submission
Comprehensive business tax preparation for growing companies and its shareholders.
Federal & State Business Tax Return
Shareholder/Partner K-1 Preparation
Owner Distribution Review
Quarterly Estimated Tax Calculations
Priority Email & Phone Support
Cross-border tax preparation and support for individuals with U.S. and foreign tax exposure.
U.S. Nonresident Return (Form 1040NR)
Foreign Income & Tax Credit Reporting
Tax Treaty Position Review (if applicable)
ITIN Application or Renewal Service
One Foreign Reporting Form (5471/FBAR)
Dedicated CPA for Cross-Border Filings
Financial oversight and executive-level reporting for businesses that need professional insight.
Monthly Financial Statement Review
Close Oversight & Adjusting Entries
Basic KPI Tracking & Variance Analysis
Email Support for Accounting Questions
Ongoing financial leadership and performance management for growing companies.
Everything in Basic, including:
Weekly Cash Flow Forecasting
Budget vs. Actual Performance Analysis
Pricing, Margin & Cost Structure Review
Monthly Strategy Call with Leadership
Strategic finance leadership for scaling organizations managing investors and expansion.
Everything in Business, including:
Tax Planning & Liability Projections
Owner Distribution & Tax Optimization
Investor/Bank Reporting Service
Capital Planning & Fundraising Support
Ongoing Audit Readiness Review
Why Choose Us?
Hundreds of businesses trust us to drive financial stability and success
No hidden fees, no surprises - just clear and fair pricing for every plan
Plans designed to grow with your business and adapt to your needs
Team of financial professionals is always ready to provide insights
additional services
Whether you're starting a new venture or expanding your operations, we offer essential one-time and ongoing services to keep your business compliant and set up for success. From company formation to annual filings and bookkeeping, our team ensures everything is done right - so you can focus on growth.
For startups and small businesses in need of essential financial support.
Books Historical Cleanup
Corrections & Reconciliations
IRS, State, or Agency Support
QuickBooks Setup Support
Everything you need to launch your business with confidence.
Company Filling & Registration
EIN Registration & BOIR Filling
Articles of Incorporation
Annual Reporting & Franchise
Whether you're a startup, an established business, or somewhere in between, we understand that every situation is unique. Let’s explore tailored packages or custom services that align with your goals and budget.
