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Per Month & Up
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 & Up
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
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)
Financial Diligence Review
COA Compliance Review
Year End Financial Package
Per Month & Up
For growing businesses interested in decreasing tax liability. This package is blends savings with cost and includes tax filing services.
Everything in Essential tier
Tax Planning
Fixed Asset Gain/Loss Support
Depreciation Support
Free Tax Consultation
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
