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Choose your monthly tax advisory plan and get started today
Start up Plan
699$Every monthPerfect for newer, small businesses looking grow30 day free trial- Start up Audit Checklist
- Sync Bank and/or Credit Accounts (up to 2)
- Reconcile Transactions (up to 50 per month)
- Annual P&L Report
- Unlimited Customer Service
- Best Value
Starting at
1,499$Every monthEntrepreneur Plan30 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$Every monthBusiness Owner Plan30 day free trial- Comprehensive Business Audit
- Sync Bank and/or Credit Accounts (up to 10)
- Reconcile Transactions (up to 250 per month)
- Monthly, Quarterly and Annually Financial Reports
- Unlimited Customer Service
- Accounts Payable/Accounts Receivables*
- Payroll Services*
- Business Capital Acquisition Plan (BCAP)*
- Sync Key Financial Documents and Statements
- W2 & 1099, 940 & 941 Filing - up to 10 per year
- Access to 5hr per Month of Consulting Calls
- A Dedicated Tax Advisor
- Quarterly Tax Estimates
- Disruptive Brainstorming
- Competitive Business Analysis*
- Complete Market Analysis*
Starting at
4,499$Every monthCorporate Plan30 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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