Business Package Plans
Starter Package (New / Small Businesses)
Best for: freelancers, solopreneurs, or businesses under ~$75K revenue.
Typical price: $150 – $300 / month
Included services:
● Basic bookkeeping (monthly)
● Profit & Loss statement
● Quarterly financial review
● Annual tax return preparation
● Email support
● 1099 preparation (limited)
Optional add-ons:
● Payroll setup
● Sales tax filing
Growth Package
Best for: businesses earning $75K – $150K.
Typical price: $300 – $600 / month
Included services:
● Monthly bookkeeping
● Bank & credit card reconciliation
● Profit & Loss + Balance Sheet
● Quarterly tax planning
● Business tax return
● 1099 filings
● Basic advisory call (quarterly)
Optional add-ons:
● Payroll processing
● Sales tax filings
● Business budgeting
Pro Package
Best for: businesses earning $150K – $300K.
Typical price: $600 – $1,200 / month
Included services:
● Full bookkeeping
● Monthly financial statements
● Cash flow analysis
● Quarterly tax planning
● Business + owner tax return
● Entity optimization
● Unlimited email support
● Quarterly strategy calls
Optional add-ons:
● Payroll management
● KPI dashboard
● Estimated tax calculations
