Elevate your bookkeeping, tax, and catch-up services seamlessly with our adaptable platform. From foundational bookkeeping to intricate tax solutions, tailor your plan to fit perfectly. Starting with just one service? We've got you covered.
Per Month & Up
Suitable for solo entrepreneurs or small businesses with low transaction volume.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month & Up
For growing businesses with an increasing transaction volume. A good solution for business with more complex needs.
Everything in the Starter Tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month & Up
For large businesses with a significant transaction volume. A great choice when you have specific accounting needs outside of core bookkeeping functionality.
Everything in the Growth Tier
Complex Accrual Support
Job Costing Support
AR/AP Support
Property Costing Support
Monthly Financial Close
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month & Up
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
Federal & 1 State Filing
5 1099’s (priced @ $6 after)
Deduction Monitoring
COA Compliance Review
Year End Financial Package
Per Month & Up
This is our most popular offering as it includes fixed asset support and annual tax planning.
Everything in Essential Tier
Annual Tax Planning Meeting
Fixed Asset Gain/Loss Support
Depreciation Deduction Maximization
5 Year Return Backup
Per Month & Up
For businesses focused on tax optimization strategies; this plan incorporates quarterly tax strategy meetings.
Everything in Peace of Mind Tier
Quarterly Strategy Meetings w/ Ongoing Support
Quarterly Estimated Tax Calculations
Corporate Reasonable Comp Report
IRS Notice Support*
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
