1. Accounting & Bookkeeping

Accounting & Bookkeeping

Accounting & Bookkeeping Lite

Price: $500/month or Talk to an Expert for a customized plan

Accounting & Bookkeeping Plus

Price: $875/month or Talk to an Expert for a customized plan

Accounting & Bookkeeping Concierge

Price: $1,125 or Talk to an Expert for a customized plan

Tax Advisory

Tax Advisory Lite

Price: $249/month billed annually or $299 monthly - or Talk to an Expert for a customized plan

Tax Advisory Plus

Price: $399/month billed annually or $499 monthly - or Talk to an Expert for a customized plan

Tax Advisory Concierge

Price: $549/month billed annually or $699 monthly - or Talk to an Expert for a customized plan

Financial Planning & Analysis/Strategic Advisory

Financial Planning & Analysis/Strategic Advisory Lite

Price: $2,250/mo or Talk to an Expert for a customized plan

Financial Planning & Analysis/Strategic Advisory Plus

Price: $3,750/mo or Talk to an Expert for a customized plan

Financial Planning & Analysis/Strategic Advisory Concierge

Price: $6,250/mo or Talk to an Expert for a customized plan

Additional Services

Catch Up Bookkeeping

● $2 for each transaction that needs to be reviewed,categorized and reconciled.

● $5 for any transaction that needs to be entered via a Journal Entry.