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Clear Pricing. Trusted Support. Real Financial Peace.
Choose a plan designed to give you accurate financials, expert guidance, and complete peace of mind. Whether you need full-service bookkeeping or end-to-end tax support.
Essential Plan
Best for those looking for peace of mind and accurate financials done by professional bookkeepers.
Tailored Rates - book a free consult.
- Full service bookkeeping
- Accurate monthly financial packages
- Premium expert support
- Unlimited communication with your bookkeeping team
- Monthly bank & credit card reconciliation
- One on one Zoom calls
- No monthly contracts
- 98% client success rate
+ Tax Filing Add On
For clients interested in full tax services, from quarterly advice to year end federal and state tax filings.
Tailored Rates - book a free consult.
- Federal & state tax filings
- Year end tax walkthrough
- Dedicated support
- Unlimited tax advisory
- Unlimited communication with our tax team
- CPA advice and guidance
- No monthly contracts
- Tax strategy review twice per year
Compare against others
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Others
L E D G E R
📘 Bookkeeping
Weekly bookkeeping within Quickbooks
Monthly bank reconciliations
Unlimited expert support
Tailored custom and financial reporting
📊 Financial Reporting
Monthly financial performance report
Zoom meeting to review financials
Profit & loss statement + balance sheet
Month end close by the 7th
🧾 Financial Reporting
Federal & state business tax filings
Year end tax walkthrough
1 on 1 monthly financial Zoom calls
Unlimited tax advisory
📂 Other
No monthly contracts