ELITE PLATINUM PACKAGE

For High-Earning, High-Volume Businesses Ready for Full Financial Support

$1,997+/Monthly

For businesses earning $1M+/year

  • Unlimited bookkeeping & account management

  • Business & personal tax preparation (S-Corp, C-Corp, LLCs)

  • Quarterly & annual federal/state tax filings

  • Managed payroll (unlimited employees/contractors)

  • 1099 filings (unlimited)

  • Sales tax filings & business license renewals

  • Monthly executive financial reports

  • Quarterly meetings + custom KPI dashboards

  • Dedicated account manager

  • On-demand tax strategy consultations

  • Assistance with loan documents or grant financials

  • Audit and compliance readiness

Value: This is a hands-off CFO-style service for CEOs who want full financial management and support with every moving piece handled. You focus on building — we handle the rest.

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