Financial Clarity Starts Here

Essential Plan

Best for: Small businesses, startups, and solo entrepreneurs who need basic payroll and bookkeeping support without complexity.

Starting at $450/month

Includes:

✔ Payroll Processing (Up to 10 employees, direct deposit, tax filings)
✔ Basic Bookkeeping (Monthly reconciliation of 2 accounts)
✔ State & Federal Compliance Filings
✔ End-of-Year Tax Preparation (Business tax return only)
✔ Standard Financial Reports (Profit & Loss, Balance Sheet)
✔ Basic Support via Email & Chat

Growth Plan

Best for: Growing businesses that need more financial tracking, reporting, and strategic planning.

Starting at $750/month

Includes Everything in the Essential Plan, PLUS:

✔ Payroll Processing for up to 20 Employees (Additional employees at $6/each)
✔ Advanced Bookkeeping (Reconciliation for up to 5 accounts)
✔ Quarterly Financial Reviews (Strategy meetings to assess business performance)
✔ Tax Preparation for Business & Personal Returns (For business owners)
✔ Customizable Reporting (Cash Flow Analysis, Expense Trends)
✔ Vendor Payment Management (Tracking and payment scheduling)
✔ Dedicated Account Manager

Elite Plan

Best for: Multi-location businesses, high-revenue restaurants, and established companies needing full financial management & forecasting.

Starting at $1,250/month

Includes Everything in the Growth Plan, PLUS:

✔ Payroll Processing for up to 50 Employees (Additional employees at $5/each)
✔ Full-Service Bookkeeping (Unlimited accounts, daily reconciliation)
✔ Financial Forecasting & Budgeting (Revenue & Expense Projections)
✔ Tax Strategy & Compliance Consulting
✔ Restaurant-Specific Financial Analysis (Food Costing, Inventory Efficiency)
✔ Quarterly Business Goal Meetings (Strategy-focused, action-oriented)
✔ White-Glove Support with Priority Access

Custom Plans

Pick only the services you need

  • We can provide payroll administration using your payroll system including ADP and Quickbooks.

    Our inhouse payroll services start at $8 per employee paycheck plus $25 per payroll run.

    Child Support and garnishments are $25 per garnishment check.

    All state and federal payroll filings are included at no additional charge.

    Annual W-2s and 1099s are $10 per document.

    We can also file your annual ACA 1094/1095 reports.

  • Our pricing starts at $275 per month and depends on the number of transactions and accounts. Bank and credit card statements are needed to enter and reconcile your books.

    Our bookkeeping services can be run monthly, quarterly, or yearly. We can file your annual Beneficial Ownership Information (BOI) Reporting

  • Starting at $275 for an individual return, the price will vary depending on the complexity and number of forms filed.

    S-Corp Returns

    C-Corp Returns

    Partnership Returns

    Individual Returns

    Non-profit Returns

Your Success, Our Numbers