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Choose your monthly tax advisory plan and get started today

  • Start up Plan

    699$
    Every month
    Perfect for newer, small businesses looking grow
     30 day free trial
    • Start up Audit Checklist
    • Sync Bank and/or Credit Accounts (up to 2)
    • Reconcile Transactions (up to 50 per month)
    • Annual P&L Report
    • Unlimited Customer Service
  • Best Value

    Starting at

    1,499$
    Every month
    Entrepreneur Plan
     30 day free trial
    • Start up Audit Checklist
    • Sync bank and/or credit accounts (up to 5)
    • Reconcile transactions (up to 100 per month)
    • Quarterly P&L reports
    • Unlimited Customer Service
    • Accounts Payable/Accounts Receivables*
    • Payroll Services*
    • Business Capital Acquisition Plan (BCAP)*
    • Sync key financial documents and statements
    • 1099 Filing (up to 5 per year)
    • Access to 2hr per month of consulting calls
    • A dedicated tax advisor
    • Quarterly tax estimates

  • Starting at

    3,499$
    Every month
    Business Owner Plan
     30 day free trial
    • Comprehensive Business Audit
    • Sync Bank and/or Credit Accounts (up to 10)
    • Reconcile Transactions (up to 250 per month)
    • Monthly, Quarterly and Annually Financial Reports
    • Unlimited Customer Service
    • Accounts Payable/Accounts Receivables*
    • Payroll Services*
    • Business Capital Acquisition Plan (BCAP)*
    • Sync Key Financial Documents and Statements
    • W2 & 1099, 940 & 941 Filing - up to 10 per year
    • Access to 5hr per Month of Consulting Calls
    • A Dedicated Tax Advisor
    • Quarterly Tax Estimates
    • Disruptive Brainstorming
    • Competitive Business Analysis*
    • Complete Market Analysis*

  • Starting at

    4,499$
    Every month
    Corporate Plan
     30 day free trial
    • Comprehensive Business Audit
    • Sync Bank and/or Credit Accounts
    • Reconcile All Transactions Per Month
    • Financial Reports, Statements, Budgets, and Forecasting
    • Unlimited Customer Service
    • Accounts Payable/Accounts Receivable*
    • Payroll Services*
    • Business Capital Acquisition Plan (BCAP)*
    • Sync key financial documents and statements
    • W2 & 1099, 940 & 941 Filing
    • Virtual Accountant/CEO Services on site visits*
    • Quarterly Tax Estimates
    • Disruptive Brainstorming
    • Competitive Business Analysis*
    • Complete Market Analysis*
    • HR Services*
    • Annual Budget Development*
    • Financial Modeling & Projections*
    • Dashboard & KPI Development*
    • Annual Budget Development*
    • Cash Flow Management*
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