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Choose your plan
Find one that works for you
2Hr Small Business Startup Advisory Pack
300$Â2-hr in-depth discussions & analyses; Behind-the-scene work; Detailed Reports; Actionable PlansValid for 6 months- General Small Business Consultation
5-Hr Accounting and Bookkeeping Advisory
899$Â5-hr in-depth discussions & analyses; Behind-the-scene work; Detailed Reports; Actionable PlansValid for 6 months- Accounting & Bookkeeping Advisory
10-Session DA + FP&A Advisory Package
1,270$Â10-hr in-depth discussions and analyses; Behind-the-scene work; Detailed reports; Actionable plansValid for 12 months- Data Analytics and FP&A Advisory
5-Session Tax Advisory Package
450$Â5-Hr in-depth discussions; Document review; Behind-the-scene work; Detailed reports; Actionable PlanValid for 6 months- Tax Advisory
8-Session Tech Solution Advisory Package
2,200$Â16-hr in-depth discussions & analyses; Behind-the-scene work; Detailed Reports; Actionable PlanValid for 12 months- Technology-Powered Solution Advisory
Advanced Individual Tax Package
999$Â5-hr in-depth discussions & analyses; Behind-the-scenes work; Tax Filing; Tax return walk-throughValid for one yearBasic Individual Tax Package
200$Â5-hr in-depth discussions & analyses; Behind-the-scene work; Tax Filing; Tax return walk-throughValid for 12 months- Individual Basic Tax Filing Session
Basic Flow-through Entity Tax Package
899$Â5-hr in-depth discussions & analyses; Behind-the-scene work; Tax Filing; Tax return walk-throughValid for 12 months- Small Business Basic Tax Filing Session
Advanced Flow-through Entity Tax Package
1,400$Â5-hr in-depth discussions & analyses; Behind-the-scene work; Tax Filing; Tax return walk-throughValid for 12 months- Small Business Adv. Tax Filing Session
Basic Business Only Tax Package
899$ÂSmall-business business-only tax return filingValid for one year- Small Business Tax Filing Session
One-Click Document Dump
99.99$Every yearExtra simple in document submission and tax profile completion.Â- Submit all documents together
- We complete your initial assessment and tax profile for you
- We complete document organization for you
Small Business CPA Total Pack
1,499$Every month+$2,999 Initial System Setup FeeHave an experienced trust-worthy CPA take care of your businesses and personal financialsÂ- Business Entity Type Selection Advisory
- Accounting, Bookkeeping, and Tax System Setup
- Basic ERP (Enterprise Resources Planning) System Setup
- Bookkeeping Services
- Periodic Reporting Services
- Internal Audit and Control Service
- Financial Planning and Analyses Service
- Tax Advisory and Planning Services
- Tax Preparation and Filing Services
- Innovative Technology-Powered Tools
- CPA Customer Service
Advanced Bookkeeping Yearly Pass
99$Every monthSmall Business Basic Bookkeeping PackageValid for 12 months- Small Business Basic Bookkeeping
Advanced Bookkeeping Yearly Pass
399$Every monthDiscover unparalleled affordability and precision with our Bookkeeping Services.Valid for 12 months- Small Business Advanced Bookkeeping
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