ESSENTIAL — Starter Support
$500 – $650 / month
Best for: Small businesses with light activity
✔ Monthly bookkeeping
✔ Bank & credit card reconciliations
✔ Payroll (up to 2 employees)
✔ Quarterly CPA review
✔ Email support
🚫 Does not include tax planning or multi-state compliance
GROWTH — Most Popular
$750 – $950 / month
Best for: S-Corp owners & growing businesses
✔ Monthly bookkeeping
✔ Payroll (up to 5 employees)
✔ Monthly financial statements
✔ Quarterly tax estimates
✔ S-Corp guidance
✔ Priority email support
PREMIUM — Advisory & Compliance
$1,100 – $1,250+ / month
Best for: Multi-state, payroll-heavy, or advisory-driven clients
✔ Full bookkeeping & cleanup
✔ Payroll & compliance
✔ Monthly review & strategy calls
✔ Multi-state filings
✔ Year-round tax planning
✔ IRS & state notice support
✔ Priority access
➕ Add-On Services (Optional)
(Priced separately)
- Catch-up bookkeeping
- IRS / State representation
- New entity setup
- Payroll setup
- Multi-state registrations
- Notice resolution
⚠️ Important Pricing Notes
Final pricing depends on:
- transaction volume
- number of states
- payroll size
- cleanup required
One-time tax returns are priced separately.