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This is the plan I built for most small business owners.
You’ll get clean, well-maintained books, proactive tax planning, and steady, year-round support—so you understand where your money is going, plan ahead with confidence, and avoid unpleasant surprises.
Included:
Everything in Starter plan, plus:
Full monthly reconciliation of books and bank accounts
Monthly cash flow and accounting snapshot
Quarterly financial statements, complete and customized for your needs
Quarterly advisory meetings, and more often if needed
Multi-year tax planning, complex transaction support as needed
Payroll support and related filings (e.g. S Corporation owners)
Priority email and messaging support (48-hour response time)
This is the plan I built for most small business owners.
You’ll get clean, well-maintained books, proactive tax planning, and steady, year-round support—so you understand where your money is going, plan ahead with confidence, and avoid unpleasant surprises.
Included:
Everything in Starter plan, plus:
Full monthly reconciliation of books and bank accounts
Monthly cash flow and accounting snapshot
Quarterly financial statements, complete and customized for your needs
Quarterly advisory meetings, and more often if needed
Multi-year tax planning, complex transaction support as needed
Payroll support and related filings (e.g. S Corporation owners)
Priority email and messaging support (48-hour response time)