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Tier I: Basic
Solopreneurs and micro-businesses needing clean records for tax time.
$350- $450/m
QuickBooks Online Integration: Automated transaction fetching.
Categorization: Accurate monthly expense and income coding.
Bank Reconciliation: Up to 3 accounts (Checking, Credit Card, Savings).
Standard Financial Reports: Monthly Profit & Loss and Balance Sheet.
Email Support: 48-hour response time.
No contracts - cancel anytime
TIER II: Strategic Growth
Growing businesses that need proactive tax management and professional oversight.
$750 - $950/m
Everything in Tier I.
Dedicated Account Manager: Your direct point of contact for financial questions.
Quarterly Tax Filing: Estimated tax payments and quarterly sales tax filing (if applicable).
Quarterly Strategy Session: A 30-minute call to review performance.
Add-On Ready: Payroll Processing (suggested starting at +$50/month + $6/employee).
No contracts - cancel anytime
Tier III: Compliance & Defense
Established businesses requiring full-service protection and high-level strategy.
$1,500 – $1,850/m
Everything in Tier I & II.
Business Tax Returns: Annual filing for S-Corps (1120-S), Partnerships (1065), or C-Corps (1120).
Audit Protection: Year-round document organization and readiness.
IRS Representation: Power of Attorney to handle IRS correspondence and audits on your behalf.
Priority Support: 24-hour response time and unlimited phone support.
No contracts - cancel anytime
Frequently Asked Questions
Explore Our Common Queries and Solutions
What services are included in the Basic Plan?
The Basic Plan offers:
QuickBooks Online Integration: Automated transaction fetching.
Categorization: Accurate monthly expense and income coding.
Bank Reconciliation: Up to 3 accounts (Checking, Credit Card, Savings).
Standard Financial Reports: Monthly Profit & Loss and Balance Sheet.
Email Support: 48-hour response timeaccess to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.
How often will I receive financial reports with the Pro Plan?
The Basic Plan offers:
Everything in Tier I. Dedicated Account Manager: Your direct point of contact for financial questions.
Quarterly Tax Filing: Estimated tax payments and quarterly sales tax filing (if applicable).
Quarterly Strategy Session: A 30-minute call to review performance.
Add-On Ready: Payroll Processing (suggested starting at +$50/month + $6/employee).
What additional support does the Premium Plan offer?
The Premium Plan includes:
Everything in Tier I & II.
Business Tax Returns: Annual filing for S-Corps (1120-S), Partnerships (1065), or C-Corps (1120).
Audit Protection: Year-round document organization and readiness.
IRS Representation: Power of Attorney to handle IRS correspondence and audits on your behalf.
Priority Support: 24-hour response time and unlimited phone support.
How do I contact customer support?
You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.
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