Monthly Business Packages

Micro business? If you’re under ~30 transactions/month with 1–2 bank/credit card feeds, Foundations is often the best fit. Tell us about your micro business and we’ll confirm the right setup.

Foundations

Ideal for: Startups and small businesses needing essential bookkeeping and tax support.

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QuickBooks Online access
Quarterly bookkeeping & reconciliation
Quarterly financial reports
Retention of tax documents
Reasonable compensation analysis
Income tax estimation (federal & state)
Annual strategic planning meeting

Starting at: $350/month

Core

Ideal for: Growing businesses needing consistent financial reporting and proactive tax strategy.

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Everything in Foundations, plus:
Monthly bookkeeping & reconciliation
Monthly financial reports
Optional add-ons (sales tax, personal property tax, state reports, etc.)
Coordination with financial advisor
Tax projection reporting
Proactive tax planning
Strategic planning meetings twice per year

Starting at: $550/month

Premier

Ideal for: Established businesses ready for full-service financial management and strategic guidance.

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Everything in Core, plus:
Weekly bookkeeping & reconciliation
Early-month financial reporting
All optional add-ons included
Budgeting and cash flow forecasting
Revenue stream analysis
Quarterly strategic planning meetings

Starting at: $1,300/month