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Choose a plan for your business

A workspace featuring a laptop, an open notebook with handwritten notes, a pen, a coffee mug, a small vase with pink and green flowers, and a black object on a wooden table, with a blurred outdoor view through a window in the background.

Basic

$175.00

Every month

✓ Bookkeeping (Up to 50 transactions)

✓ Monthly Reconciliations

✓ Monthly Financial Statements

Woman with short blonde hair and glasses working at a desk with computers and papers.

Standard

$250.00

Every month

✓ Bookkeeping (Up to 100 transactions)

✓ Monthly Financial Statements

✓ 45Min Monthly Meeting

A laptop displaying analytics with graphs, numbers, and charts, placed on a reflective black surface near a wooden bookshelf.

Bronze

$500.00

Every month

✓ Bookkeeping (Up to 250/transactions)

✓ Monthly Financial Statements

✓ 1 Hour Monthly Meeting

A person wearing a blue shirt, sitting at a table, writing on a piece of paper with a fountain pen.

Silver

$1,000.00

Every month

✓ Weekly Bookkeeping

✓ Annual Income Tax for the Business & Owner(s)

✓ Quarterly Tax Payments

✓ Ad-Hoc Tax & Accounting Advice

People working at a desk with laptops, documents, and pens, engaged in a collaborative task or discussion.

Gold

$2,500.00

Every month

✓ Daily Bookkeeping

✓ Annual Income Tax for the Business & Owner(s)

✓ Payroll (Up to 5 Employees)

✓ Quarterly Tax Planning & Advisory

✓ Cash Flow & Budget Tracking

A modern glass-walled conference room with a group of four people sitting around a table, engaged in discussion, in an urban office building with large windows showing city buildings outside.

Platinum

$5,000.00

Every month

✓ Daily Bookkeeping

✓ Annual Income Tax for the Business & Owner(s)

✓ Payroll (Up to 10 Employees)

✓ Year Round Tax Planning & Advisory

✓ Full Suite CFO Services