Business Accounting Plans

Essential

Typical Range: $600+

Categorize Transactions– We manage your day-to-day transactions, ensuring all your business expenses and income are properly recorded, so you don’t have to.
Bank Statement Reconciliation – We reconcile your bank statements with your books to catch any discrepancies, leaving you with peace of mind.
Keep Your Business Tax-Ready – We organize and maintain your records throughout the year, making your tax filing smooth and stress-free.
Provide User-Friendly Financial Reports – Receive a detailed monthly income statement and balance sheet that gives you a clear picture of your business’s performance.
Personalized Tax Return Review & Explanation- We don’t just prepare your tax return—we take the time to explain it. We will walk you through each section, ensuring you understand how your taxes impact your business.
Convenient Communication – Stay connected with us through phone calls or in-app messaging, ensuring you always get the support you need.
Business Tax Filing (Billed Separately) – Tax filing done right when needed.

Typical Range: $900+

All Essential Services Included – Enjoy all the benefits of our Essential Plan, plus more comprehensive services.
Quarterly Strategy & Tax Planning Meeting– We meet with you every quarter to thoroughly review your business, provide personalized tax planning advice, and ensure your business stays on track to meet its goals and maximize growth. These meetings can be held in person or online, based on your preference.
Business Tax Return Included – Your business tax return is included in the plan, ensuring you don’t have to worry about extra costs.
Personal Tax Return Included: Your personal tax return is also included in the plan, ensuring you don’t have to worry about extra costs.

Typical Range: $1800+

All Plus Services Included – Get the full suite of services from the Plus Plan, with additional features to take your business to the next level.
Dedicated Team of Accounting Professionals Assigned to your Business- You’ll have a dedicated team of accounting professionals assigned to your business, not just one accountant. This team approach ensures a broader range of expertise, faster response times, and continuous support, so your business gets the attention it deserves from multiple perspectives.
Monthly Strategy & Tax Planning Meeting – We meet with you each month to thoroughly review your business, provide personalized tax planning guidance, and ensure your business stays on track to achieve its goals and drive growth.
Annual Customized Business Review – This meeting is designed to address your specific concerns and challenges. We tailor the meeting to your needs, reviewing key issues, comparing performance to prior years, and analyzing relevant trends, with the entire team present to provide expert insights and support.
Prepare Business Personal Property Tax Listing – We file your business personal property tax listing accurately and timely to avoid penalties or overpayments.
1099 Preparation– Let us handle your 1099 preparation so you can stay focused on growing your business.