small business value plans.
Platinum Monthly Plan
$1,999.00
Every month
$19,999.00
Every year
An established business with revenue and expenses that require more time and effort to manage. Up to 1 Million in Revenue and up to 5 Bank and Credit Card Accounts
✓ Bookkeeping (Bank Coding and Recs up to 250 transactions)
✓ Monthly Financials including KPIS and Dashboard
✓ Monthly Meetings with Dedicated Team (60 Minutes)
✓ Individual and Business Tax Preparation
✓ Payroll Processing up to 15 Employees.
Gold Monthly Plan
$999.00
Every month
$9,999.00
Every year
For small businesses with a wider range of accounting needs—looking for a flexible solution to grow with them. Less than 500k in revenue
✓ Bookkeeping (Bank Coding and Recs up to 100 transactions)
✓ Quarterly Financials
✓ Quarterly Meetings with CFO
✓ Business and/or Individual Tax Preparation
✓ Dedicated Bookkeeper and Fractional CFO
Silver Monthly Plan
$499.00
Every month
$4,999.00
Every year
For SMBs that have simpler financial pictures. Typically 2 financial accounts and less than 250K of revenue
✓ Bookkeeping (Bank Coding and Recs up to 50 transactions)
✓ Quarterly Financials
✓ Mid-Year Tax Forecast Meeting with CFO (60 Minutes)
✓ Individual Tax Preparation
✓ 100% Access Digital Tools and Resources (over 2k Value)