Transparent Pricing, Tailored
for Your Needs
Choose a plan that works for you! Whether you’re a startup, a growing business, or an established professional, we offer flexible and affordable pricing options designed to match your unique requirements. No hidden fees, just straightforward solutions to help you thrive. Find the perfect fit for your business today!
Bronze Package
$299 Per Month
Clean, compliant books without the hassle.
Perfect for small business owners, landlords, and sole proprietors who need reliable bookkeeping to stay organized and tax-ready—without tax prep or planning.
What’s included:
Monthly bookkeeping (income, expenses, reconciliations)
One-Time CPA Onboarding Call (30 minutes) Weekly bank & credit card reconciliations Accurate monthly financial statements (P&L, balance sheet, cash flow) Unlimited communication with your bookkeeping team Year-end tax-ready financial package with 1099 reporting for your CPA or tax preparer Audit-ready financials maintained throughout the year 2
How the Bronze Plan Works:
Step 1: Easy Onboarding
We’ll begin with a brief onboarding call with our CPA and bookkeeping team, along with a checklist to gather your business documents and set up accounting access.
Step 2: Ongoing Bookkeeping
Each month, we’ll categorize your income and expenses, reconcile your bank and credit card accounts, and prepare accurate financial reports.
Step 3: Monthly Reports
You’ll receive clear, easy-to-understand financial reports (Profit & Loss, Balance Sheet, Cash Flow) each month after the 10th to keep you informed and up to date.
Step 4: Year-End Tax-Ready Package
At year-end, we’ll provide a tax-ready financial package for you to hand off to your CPA or tax preparer—saving time and headaches at tax season.
Step 5: Ongoing Support
Need clarification on a transaction or bookkeeping question? You’ll get unlimited communication with your bookkeeping team all year long.
A simple, reliable way to keep your books organized and tax-ready—without the hassle.
Silver Package
$499 Per Month
Clean books, annual tax savings plan, and tax return filing—all in one.
Perfect for business owners, landlords, high-income earners, and investors who want bookkeeping plus tax filing and proactive tax projections to avoid surprises at tax time.
What’s included:
Everything in Bronze, plus:
Annual CPA Year-End Review Call (60 minutes) Annual Federal and California and Texas Tax Return Preparation & Filing
– C Corporation, S Corporation, Partnership, Schedule C, Individual Tax Returns Quarterly Tax Projections & Payment Reminders
– Estimated tax projections each quarter based on bookkeeping data
– Automated reminders to help you stay ahead of payment deadlines Priority email support for tax-related questions IRS/State notice response support (up to 2 notices/year, non-audit)
How the Silver Plan Works:
Step 1: Easy Onboarding
We’ll kick things off with a setup call and checklist to gather your business and tax documents.
Step 2: Ongoing Bookkeeping
We’ll handle your monthly bookkeeping, reconciliations, and reports—so your books stay clean and tax-ready. You’ll receive clear, easy-to-understand financial reports (Profit & Loss, Balance Sheet, Cash Flow) each month after the 10th to keep you informed and up to date.
Step 3: Quarterly Tax Projections
Each quarter, we’ll send you a tax projection and estimated payment reminders to help you avoid surprises.
Step 4: Year-End Filing & Coordination
At year-end, we’ll deliver a tax-ready financial package, prepare and file your federal and state tax returns (CA, TX), and schedule a year-end review call with the CPA to discuss your results and next steps.
Step 5: Support When You Need It
Have a tax-related question or notice? You’ll get priority email support and up to 2 IRS/State notice responses each year.
A stress-free way to keep your books, taxes, and compliance in check—year-round.
Gold Package
$699 Per Month
For business owners and investors ready for proactive, ongoing financial strategy—not just tax filing and compliance.
What’s included:
Everything in Silver PLUS enhanced advisory and insight:
Monthly Financial Reports + CPA Commentary Monthly KPI Review Quarterly CPA Strategy Calls (60 minutes each) Light Cash Flow & Budgeting Discussions (within quarterly strategy calls) Unlimited Email/Tax Advisory Support IRS/State Audit Support
How the Gold Plan Works
Step 1: Personalized Onboarding
We start with a kickoff call to review your business structure, financial systems, and goals. We’ll collect your accounting data, set up reporting tools, and customize your bookkeeping process.
Step 2: Monthly Bookkeeping & Reports
Every month, we handle your bookkeeping and send you accurate financial reports—Profit & Loss, Balance Sheet, and Cash Flow—so you always know where you stand.
Step 3: Monthly CPA Commentary & KPI Review
Along with your reports, you’ll receive a brief CPA summary (via email, video, or check-in call) explaining key insights. We’ll also track important financial metrics and flag trends to keep you proactive.
Step 4: Quarterly CPA Strategy Calls
Each quarter, we’ll have a 60-minute deep-dive zoom meeting session to discuss tax strategies, financial performance, upcoming business decisions, and ways to improve cash flow or profitability.
Step 5: Unlimited Advisory Support
Have a question? Need advice? You’ll have unlimited access to our CPA by email for tax and financial guidance throughout the year.
Step 6: IRS/State Audit Representation
If you’re audited, we handle the communication and representation with tax authorities—so you don’t have to face it alone.
Optional: Add Custom Forecasting, Budgets, or Dashboards
Want deeper insights? You can add custom reporting, cash flow forecasting, or budget monitoring anytime as your business grows.
Gold gives you proactive, strategic financial guidance—all year long, with a CPA by your side.
Optional Add-Ons (available for Gold package):
Custom Budget Creation & Monitoring Detailed Cash Flow Forecasting (monthly/quarterly/annual) Multi-Scenario Financial Projections Custom KPI Dashboards or Advanced Reporting Additional Advisory Calls or Fractional CFO Services
Add-ons allow you to customize your support as your business grows. Ask us for a custom quote!
we will provide a tailored pricing.