ESSENTIAL PACKAGE

$497/monthly

For Businesses Earning Under $100K/year

  • Monthly bookkeeping (up to 2 bank/credit accounts)

  • Personal & business tax preparation (Schedule C or Single-Member LLC)

  • Quarterly financial reports

  • Annual state business report filing

  • 1099 contractor tracking for up to 3 contractors

  • Email support

  • One quarterly tax strategy session (60 minutes)

1099 Pricing:

Additional filings billed at $45 per form

Payroll Note:

Businesses managing their own payroll may qualify for a $150 monthly credit. Year-end coordination and compliance review remain included.

Best for: Solo entrepreneurs who want to stay compliant, organized, and financially confident without the stress.

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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.