Unlimited bookkeeping & account management
Business & personal tax preparation (S-Corp, C-Corp, LLCs)
Quarterly & annual federal/state tax filings
Managed payroll
1099 filings for up to 20 contractors
Sales tax filings & license renewals
Monthly executive financial reports
KPI dashboards & performance insights
Two strategic advisory sessions per month (up to 60 minutes each)
Dedicated account manager
Audit readiness & compliance oversight
Loan, funding, and financial document support

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Service Capacity & Overage Policy
Pricing is based on transaction volume, contractor count, payroll size, and overall operational complexity. Businesses that exceed standard thresholds may be transitioned into a higher service tier to maintain accuracy, responsiveness, and service quality.