Simple, transparent pricing plans for Bookkeeping, Tax, Payroll, and Business Advising Services
| Feature |
The Basics
No fluff, just what you need delivered on a quarterly basis |
Core
Monthly bookkeeping & insights to help you stay sharp |
Premium
Core subscription + done-for-you tax prep and business advising — and yes, it saves you money |
|---|---|---|---|
| Pricing | From $150 / mo | From $240 / mo | From $760 / mo |
| Bookkeeping | Quarterly Bookkeeping | Monthly Bookkeeping | Monthly Bookkeeping |
| Bank Reconciliations (3 included) | ✅ | ✅ | ✅ Up to 5 |
| Estimated Tax Tracking | ✅ | ✅ | ✅ |
| Month-End Close Timing | by the 30th | by the 20th | by the 10th |
| Faster Month-End Close | +$25 by the 20th | +$25 by the 10th | +$25 by the 5th |
| Business Advising | $500+ / mo add-on | $500+ / mo add-on | ✅ Included |
| S-Corp Tax Return | $75 / mo add-on | $75 / mo add-on | ✅ Included |
| Personal Tax Return | $75 / mo add-on | $75 / mo add-on | ✅ Included |
| Feature | The Basics No fluff, just what you need delivered on a quarterly basis | Core Monthly bookkeeping & insights to help you stay sharp | Premium Core subscription + done-for-you tax prep and lead tracking |
|---|---|---|---|
| Pricing | From $150 / mo | From $240 / mo | From $490 / mo |
| Bookkeeping | Quarterly Bookkeeping | Monthly Bookkeeping | Monthly Bookkeeping |
| Bank Reconciliations | ✅ | ✅ | ✅ Up to 5 |
Notable Points
- ✅ Special discount for brokers looking to set up their agents with bookkeeping and tax support
- ✅ If you don’t want quarterly or monthly bookkeeping, we can offer you whole year bookkeeping at the start of each tax season. Pricing starts at $890 and you must purchase our tax prep services.
- ✅ You can save on tax prep costs via our monthly prepayment option.
Notable Points
- ✅ Special discount for brokers looking to set up their agents with bookkeeping and tax support
- If you don’t want quarterly or monthly bookkeeping, we can offer you whole year bookkeeping at the start of each tax season. Pricing starts at $890 and you must purchase our tax prep services.
- You can save on tax prep costs via our monthly prepayment option.
A La Carte
Typically only available for bookkeeping clients
S-Corp Tax
Return:$950
Personal Tax Return:
Starting at $950
Ready to get started? Set up a call with us to get the ball rolling
