Save with our plans
Bookkeeping & Tax Filing
made affordable
Take action today! Let us handle your bookkeeping, provide expert coaching and support, and ensure stress-free tax filing, so you can focus on growing your business.
Client Support
Dedicated client support tailored to your needs, providing personalized guidance and solutions to help your business thrive.
Tax Strategist
Tax experts strategizing with you to maximize savings and minimize liabilities, ensuring you take home more of your hard-earned money.
Accounting Expert
Experienced accounting and finance expert with Certified Management Accountant credentials, specializing in supporting small businesses and medical clinics with tailored financial solutions.
Audit Defense
As an Enrolled Agent, we are licensed to represent you before the IRS, handling audits, collections, and appeals to ensure your interests are fully protected.
Business Owner Plans
choose one of
our plans
$300
Starting Per Month
LAUNCH
- Bookkeeping
- Financial reports you can understand
- Annual income tax filings for you and your business
$500
Starting Per Month
GROW
- Bookkeeping
- Financial reports you can understand
- Quarterly & annual variance analysis reports
- Quarterly financial overview 1:1 call/meeting
- Annual income tax filings for you and your business
- Annual budget
$800
Starting Per Month
SCALE
- Bookkeeping
- Financial reports you can understand
- Monthly, quarterly & annual variance analysis reports
- Monthly financial overview 1:1 call/meeting
- Annual income tax filings for you and your business
- Annual budget
- Access for direct support
- Financial coaching