When compliance is done right, it fades into the background—exactly where it should be. The Basic Plan gives you peace of mind knowing your books are accurate, your tax return is filed properly, and your financial records are organized and accessible.
No scrambling at tax time.
No unanswered questions about where your numbers came from.
No lingering fear that something was missed.
Monthly bookkeeping you can trust
Annual tax return preparation and filing
Annual tax projection so you’re not caught off guard
Secure access to your client data and financial records
Best for:
Sole business owners under $300k in revenue who want reliable compliance and clean financials without the overwhelm.
Investment:
Start at $375 per month
No contracts. Cancel anytime.
The Pro Plan is for owners who want more than compliance. It’s for those who want to understand why their numbers look the way they do—and how to use them to make smarter decisions, reduce tax exposure, and protect cash flow.
Instead of wondering what your tax bill will be, you’ll see it coming.
Instead of avoiding financial conversations, you’ll have them confidently.
Instead of hoping you’re doing things right, you’ll know you are.
Everything in the Basic Plan, plus:
Quarterly tax projections to stay ahead of liabilities
Unlimited tax consulting for real-time decision support
Contractor management to avoid compliance issues
IRS representation, so you’re never facing the IRS alone
Best for:
Growing businesses above $300k in revenue that want proactive tax planning, ongoing guidance, and a strategic financial partner.
Investment:
Start at $575 per month
No contracts. Cancel anytime
When bookkeeping, tax preparation, and tax planning work together, everything becomes clearer—cash flow, decisions, and long-term growth.
That’s the difference between checking boxes and building strategy.