Accounting Services & Pricing
Professional bookkeeping solutions designed to keep your business organized, informed, and ready to grow.
The Right Support at Every Stage
Compare our monthly plans and expand any card to see the full benefits.
Essential
For new and small businesses with straightforward bookkeeping needs.
- Monthly electronic bookkeeping
- Basic financial reports
- Business Owners Roundtable access
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Designed for straightforward monthly electronic bookkeeping and basic financial visibility.
Includes access to our monthly educational group meeting. Private monthly review meetings are not included.
Growth
For growing businesses that need better organization and expense tracking.
- Monthly electronic bookkeeping
- Expense categorization
- Basic financial reports
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- Monthly electronic bookkeeping
- Expense categorization
- Basic financial reports
- Monthly Business Owners Roundtable access
Individual monthly review meetings and advanced advisory are not included.
Professional
For businesses that need detailed financial reporting and accounting guidance.
- Detailed financial reports
- Monthly financial analysis
- Accounting advisory
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- Monthly electronic bookkeeping
- Detailed financial reports
- Monthly financial analysis
- Budget planning and projections
- Accounting advisory for services we manage
- Answers to questions about contracted services
- Monthly Business Owners Roundtable access
Private monthly review meetings begin with Business Plus.
Business Plus
For owners who want individual monthly reviews and deeper business guidance.
- Everything in Professional
- Individual monthly review meeting
- Business strategy review
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- All Professional Plan benefits
- Individual monthly review meeting
- Advanced accounting advisory
- Business strategy review
- Monthly Business Owners Roundtable access
Corporate
Customized solutions for high-volume businesses with complex accounting needs.
- Customized bookkeeping solution
- Executive financial reporting
- Personalized business consulting
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- Customized electronic bookkeeping solution
- Detailed and executive financial reporting
- Scheduled individual strategic meetings
- Advanced accounting advisory
- Personalized business consulting
- Monthly Business Owners Roundtable access
Business Owners Roundtable
Where business owners connect, learn, and grow together.
Active monthly accounting clients are invited to a live virtual group session covering business education, relevant tax updates, and general questions and answers.
Important Information
Please review these conditions before selecting your plan.
What is included in the published pricing? +
Is payroll included? +
Are tax returns and IRS representation included? +
Are business formation and corporate compliance included? +
Which plans include individual meetings and advisory? +
Does the Roundtable replace a private consultation? +
Not Sure Which Plan Fits Your Business?
Schedule a free 15-minute consultation to discuss your bookkeeping needs.