Why choose us
Customized Plans for Every Business
Starter
Bookkeeping Package
$
499
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Monthly bookkeeping management
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Up to 50 transactions per month
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Bank & credit card reconciliation
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Email support
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Basic expense tracking
Professional
Bookkeeping Package
$
1299
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Everything in Starter Package
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Up to 200 transactions per month
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Accounts payable & receivable tracking
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Monthly financial statements
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Payroll support
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Tax-ready reports
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Priority email & chat support
Premium
Bookkeeping Package
$
2599
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Everything in Professional Package
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Unlimited transactions
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Dedicated account manager
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Weekly bookkeeping updates
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Cash flow management
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Financial forecasting & budgeting
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Custom financial reports
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Invoice management
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Payroll processing support
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Priority phone, chat & email support
Essential
Finance Package
$
699
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Basic financial planning
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Monthly cash flow reports
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Expense & income tracking
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Budget preparation assistance
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Financial performance summaries
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Email support
Growth
Finance Package
$
1599
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Everything in Essential Package
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Advanced budgeting & forecasting
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Financial statement analysis
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Profitability tracking
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Business expense optimization
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Quarterly financial consultation
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Tax-ready financial reports
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Priority email & chat support
Enterprise
Finance Package
$
3099
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Everything in Growth Package
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Dedicated financial consultant
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Weekly financial monitoring
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Cash flow forecasting & management
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Financial risk assessment
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Investment & growth planning guidance
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Custom financial reports & dashboards
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Business performance analysis
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Priority phone, chat & email support
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Ongoing strategic finance consultation
Starter
Filing Package
$
699
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Preparation of standard filing documents
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Document review & submission assistance
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Basic compliance guidance
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Digital copies of filed documents
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Email support
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Filing status updates
Professional
Filing Package
$
1599
-
Everything in Starter Package
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Advanced document preparation
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Multi-document filing support
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Compliance monitoring assistance
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Priority processing support
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Error checking & corrections guidance
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Phone & email support
Premium
Filing Package
$
2599
-
Everything in Professional Package
-
Dedicated filing specialist
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Expedited filing assistance
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Ongoing compliance support
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Custom filing document preparation
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Annual filing reminders
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Business document management
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Priority phone, chat & email support
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Full filing consultation services
Essential
Tax Package
$
699
-
Basic tax filing assistance
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Federal tax return preparation
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Income & expense review
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Tax document organization
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Email support
-
Filing status updates
Growth
Tax Package
$
2099
-
Everything in Essential Package
-
Business tax return preparation
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Tax planning & consultation
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Deduction optimization assistance
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Quarterly tax estimates
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Compliance review support
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Phone & email support
Elite
Tax Package
$
2599
-
Everything in Growth Package
-
Dedicated tax consultant
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Advanced tax strategy planning
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Multi-state tax filing assistance
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IRS response guidance
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Financial & tax reporting support
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Audit preparation assistance
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Priority phone, chat & email support
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Full filing consultation services
Starter
Consulting Package
$
599
-
Business consultation (2 sessions/month)
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Basic financial & operational advice
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Bookkeeping review & feedback
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Simple growth strategy suggestions
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Email support
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Filing status updates
Normal
Filing Package
$
1599
-
Everything in Starter Package
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Weekly consultation sessions
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Business strategy development
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Financial planning & analysis
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Operational improvement guidance
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Market positioning advice
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Phone & email support
Professional
Filing Package
$
2599
-
Everything in Starter Package
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Weekly consultation sessions
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Business strategy development
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Financial planning & analysis
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Operational improvement guidance
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Market positioning advice
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Phone & email support
Basic
Business Formation Package
$
599
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LLC or Corporation formation
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Business name availability check
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Preparation & filing of formation documents
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Digital copies of filed documents
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Email support
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Processing guidance
Standard
Business Formation Package
$
1549
-
Everything in Basic Package
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EIN (Tax ID) application assistance
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Operating Agreement / Corporate Bylaws
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Registered agent service for 1 year
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Compliance reminders
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Priority processing support
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Phone & email support
Premium
Business Formation Package
$
2549
-
Everything in Professional Package
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Expedited filing service
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Business bank account setup guidance
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Initial compliance consultation
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Annual report filing reminders
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Customized business documents
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Dedicated account manager
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Priority phone, chat & email support
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Ongoing formation support assistance
Admin Core
$
399
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Email management
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Calendar scheduling
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Data entry
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Document formatting
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24/7 Full Support
Smart Support
$
450
-
Email management
-
Calendar scheduling
-
Data entry
-
Document formatting
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Basic customer support
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24/7 Full Support
Business Edge
$
499
-
Email management
-
Calendar scheduling
-
Data entry
-
Document formatting
-
Basic customer support
-
File organization
-
CRM updates
-
Client communication
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24/7 Full Support
Executive Flow
$
700
-
Email management
-
Calendar scheduling
-
Data entry
-
Document formatting
-
Basic customer support
-
File organization
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Payroll & invoicing
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Meeting coordination
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File organization
-
CRM updates
-
Client communication
-
24/7 Full Support
Elite Operations
$
898
-
Email management
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Calendar scheduling
-
Data entry
-
Document formatting
-
Basic customer support
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File organization
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CRM updates
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Travel planning
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Project coordination
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Payroll & invoicing
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Meeting coordination
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Client communication
-
24/7 Full Support
Enterprise Administration
$
1000
-
Email management
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Calendar scheduling
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Data entry
-
Document formatting
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Basic customer support
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File organization
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CRM updates
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Client communication
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Dedicated account manager
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Multi-team coordination
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Operations support
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Custom admin solutions
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24/7 Full Support
