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Discover every way to
maximize your savings.
We blend technology with expert human insight to ensure
you get the best possible results when tax season arrives.
you get the best possible results when tax season arrives.
Optimal Outcomes
with Integrity
By thoroughly analyzing the bookkeeping side of your business—tracking expenses, identifying your most profitable revenue streams, understanding your goals, and examining your business structure—we get to know your business inside and out. While nothing beats your firsthand knowledge, here’s what we know for sure:
- Profitability is your top priority
- Full compliance is essential for greater success and fewer headaches
- Missing out on tax savings is a costly opportunity lost
The Level of Service
Your Deserve
Starter Plan
For solo entrepreneurs & freelancers
$250 /Month
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Monthly Bookkeeping
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Basic Financial Reports
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QuickBooks Setup Support
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Email Support
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1-on-1 Onboarding Call
Business Plan
For growing small businesses
$450 /Month
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Monthly Bookkeeping
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Tax Preparation Support
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QuickBooks Optimization
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Monthly Financial Statements
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Email + Phone Support
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Quarterly Strategy Call
Premium Plan
For established businesses ready to scale
$700 /Month
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Full-Service
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Tax Filing & Planning
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Dedicated QuickBooks ProAdvisor
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Cash Flow Monitoring
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Unlimited Support
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Monthly Strategic Review