What You Get

A detailed breakdown of deliverables by tier. No hidden fees, no surprises.

P&L, Balance Sheet, Cash Flow

Questions answered quickly

Clean, organized books

24/7 dashboard & documents

Deliverables by Tier

Compare what's included in each service tier.

Deliverable	Bookkeeping $249/mo	Popular Books & Tax $449/mo	Full Service $799/mo
Connected Accounts Included	2	5	10
Monthly Transaction Limit	150	500	Unlimited
Monthly Bank Reconciliation
Credit Card Reconciliation
Transaction Categorization
Profit & Loss Statement
Balance Sheet
Cash Flow Statement	Basic
Tax Calendar & Reminders
Document Storage (Unlimited)
Client Portal Access (24/7)
Email Support
Response Time SLA	48 hrs	24 hrs	Same day
Tax Preparation & Filing
1099 Tracking & Filing
Quarterly Tax Estimates
Payroll Reconciliation
Cash Flow Reporting
Monthly Strategy Call			30 min
Priority Support Queue

We commit to these response times for all client questions.

Bookkeeping

48 hours

Business days

Books & Tax

24 hours

Business days

Full Service

Same day

Priority queue

Transparency matters. These services are quoted separately:

If your books are behind, we quote this as a one-time project based on complexity.

Federal and state tax returns are quoted separately based on entity type and complexity.

If you get audited, we provide support at an hourly rate for document prep and correspondence.

Strategic financial planning beyond standard reporting is available as a separate engagement.

See if we're the right fit for your business.