Bookkeeping with Actionable Monthly Reports.

Biannually

Solo Mission

$165 /mo

$195 /mo

Mostly for single owned businesses such as sole proprietors and sole member LLCs
Self-funded
Loans ok
Consultants, developers, and more

MOST POPULAR

Growth

$245 /mo

$295 /mo

For specialized businesses
Inventory based
< 5 employees
Raising funds
Self-funded or borrowing with possible tax needs

Custom

$415 /mo

$495 /mo

For specialized businesses
Inventory based
< 20 employees
Mostly investor funded
With possible tax needs

Need tax services? Figure $90 to $195 per month more. Let’s discuss as you are as unique as your tax situation.

Compare Plans

Features
Custom
Growth
Solo
Dedicated USA based employed staff
Tax professional with an IRS Preparer
Tax ID Number doing the work
Secure document exchange
Monthly bookkeeping
Monthly financial statements
Ability to access and adjust books
Invite multiple users
Use the bank of your choice
Optional home office entry

Monthly

Quarterly

Annual

Optional mileage entry

Monthly

Quarterly

Quarterly

R&D Credit categorization if qualified
Team

Team +
dedicated advisor

Team of
accountants

Team of
accountants

CPA firm available for tax filing
(monthly add-on)
CPA firm available for advisory
(monthly add-on)
Year-end close tax adjustments
Reimbursement plan support
Basic cost of goods support
Cost of goods support

$50 + Monthly additions

Must haves

Behind on your books?

Let’s get you up to date at a 30% discount off our monthly rates. 

Ready to give it a try?

Tax Ready Accounting with a CPA Firm by your Side