Plans built with your business in mind
Elevate your bookkeeping, tax, and catch-up services seamlessly with our adaptable platform.
Starter
Suitable for solo entrepreneurs or small businesses with low transaction volume.
- 50-200 Transactions
- Cash Basis Accounting Only
- Monthly Financial Review
- Customer Service Slack Access
- 24-Hr Response Time Guaranteed
- Financial Reports
Growth
For growing businesses with an increasing transaction volume.
- 250-550 Transactions
- Accrual or Cash Basis Accounting
- Free $200 Tax Consult with CPA
- Everything in Starter Tier
- Multiple Location Support
Scale
For large businesses with a significant transaction volume. Specific accounting needs.
- 600+ Transactions
- Job Costing (Cost per jobs)
- Everything in Growth Tier
- Complex Accrual Support
- AR/AP Support
- Monthly Financial Close
Custom
For highly specialized needs outside of core bookkeeping functionality.
- Budget Forecasting
- Manual Data Entry
- Yearly Statement of Information Filing
- Yearly Local Property Tax Filing
- Quarterly Sales Tax Filing
Essential
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
- Federal & 1 State Filing
- 5 1099’s (priced @ $15 after)
- Deduction Monitoring
- COA Compliance Review
- Year End Financial Package
Peace of Mind
This is our most popular tax strategy offering as it includes fixed asset support and annual tax planning.
- Annual Tax Planning Meeting
- Fixed Asset Gain/Loss Support
- Depreciation Deduction Maximization
- 5 Year Return Backup
Tax Strategist
For businesses focused on tax optimization strategies; this plan incorporates quarterly tax strategy meetings.
- Everything in Peace of Mind Tier
- Quarterly Strategy Meetings
- Deduction Monitoring
- Quarterly Estimated Tax Calculations
- IRS Notice Support*
Personal
For individuals with multiple businesses or complex personal tax needs.
- Everything in Peace of Mind Tier
- Multi-Entity support
- Personal Federal Filing
- Personal State Filing
- Personal Tax Planning
Catchup Pro
Best for businesses behind on filings who want clean books.
- Income Statement
- Balance Sheet
- Trial Balance
- Journal Entry Summary
- General Ledger
Catch Up & File
Catch up on books + convenience of completed tax filings.
- Everything in the Catch Up tier
- Federal & 1 State Filing
- Financial Diligence Review
- COA Compliance Review
- Free Tax Strategy Consultation