Choose a plan that's right for you

You can cancel or change your plan at any time.
$95/mo

Advisory Meetings

Want to check in with your accountant advisor consistently.  This allows you quarterly meetings to ensure that tax season is never a surprise and your anxieties are eased.

Includes access to 4 products

Bookkeeping Software Showdown 75+ TAX WRITE OFFs GUIDE 1099 GUIDE Bookkeeping Checklist
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$595/mo or $7,000/yr

Gold

-Great For New Businesses -Monthly Reconciliation of up to 2 business accounts whose quantity expenses don’t exceed 150 transactions in a month -Quarterly Check-ins with Accountant Advisor

Includes access to 9 products

Tax Planning Questions Your Ultimate Guide To Hiring Contractors WATT Preferred Partner List Understanding Your P&L Small Business Guide to TAX CREDITS
Key Performance Indicators Every Small Business Needs To Know 1099 GUIDE 75+ TAX WRITE OFFs GUIDE ESTIMATED TAXES FOR SMALL BUSINESS
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$795/mo or $9,500/yr

Green

Everything in Gold but -Reconciliation of up to 2 business accounts whose quantity expenses don’t exceed 300 transactions in a month.

Includes access to 6 products

Your Ultimate Guide To Hiring Contractors Understanding Your P&L 75+ TAX WRITE OFFs GUIDE ESTIMATED TAXES FOR SMALL BUSINESS 1099 GUIDE
Key Performance Indicators Every Small Business Needs To Know
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$1,095/mo

Purple

Everything in Green but -Reconciliation of up to 3 business accounts whose quantity expenses don’t exceed 500 transactions in a month

Includes access to 11 products

Custom Chart of Accounts for Small Business Cash Flow Crash Course COMPREHENSIVE YEAR-END ACCOUNTING GUIDE Your Ultimate Guide To Hiring Contractors Bookkeeping Checklist
Ultimate Individual Tax Prep Checklist Small Business Guide to TAX CREDITS 75+ TAX WRITE OFFs GUIDE ESTIMATED TAXES FOR SMALL BUSINESS 1099 GUIDE Key Performance Indicators Every Small Business Needs To Know
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