Simple, transparent pricing plans for Bookkeeping, Tax, Payroll, and Lead Generation Services
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| Feature |
The Basics
No fluff, just what you need delivered on a quarterly basis |
Core
Monthly bookkeeping & insights to help you stay sharp |
Premium
Core subscription + done-for-you tax prep and lead tracking — and yes, it saves you money |
|---|---|---|---|
| Pricing | From $150 / mo | From $240 / mo | From $490 / mo |
| Bookkeeping | Quarterly Bookkeeping | Monthly Bookkeeping | Monthly Bookkeeping |
| Bank Reconciliations (3 included) | ✅ | ✅ | ✅ Up to 5 |
| Estimated Tax Tracking | ✅ | ✅ | ✅ |
| Month-End Close Timing | by the 30th | by the 20th | by the 10th |
| Faster Month-End Close | +$25 by the 20th | +$25 by the 10th | +$25 by the 5th |
| Lead Investment Tracking | $60 / mo add-on | $160 / mo add-on | ✅ Included |
| S-Corp Tax Return | $75 / mo add-on | $75 / mo add-on | ✅ Included |
| Personal Tax Return | $75 / mo add-on | $75 / mo add-on | ✅ Included |
| Payroll Run (Owner & Spouse) | $59 / mo add-on | $59 / mo add-on | $59 / mo add-on |
| Payroll Run for Each Additional Employee | $15 per run | $15 per run | $15 per run |
| Feature | The Basics No fluff, just what you need delivered on a quarterly basis | Core Monthly bookkeeping & insights to help you stay sharp | Premium Core subscription + done-for-you tax prep and lead tracking |
|---|---|---|---|
| Pricing | From $150 / mo | From $240 / mo | From $490 / mo |
| Bookkeeping | Quarterly Bookkeeping | Monthly Bookkeeping | Monthly Bookkeeping |
| Bank Reconciliations | ✅ | ✅ | ✅ Up to 5 |
Notable Points
- ✅ Special discount for brokers looking to set up their agents with bookkeeping and tax support
- ✅ If you don’t want quarterly or monthly bookkeeping, we can offer you whole year bookkeeping at the start of each tax season. Pricing starts at $890 and you must purchase our tax prep services.
- ✅ You can save on tax prep costs via our monthly prepayment option.
Notable Points
- ✅ Special discount for brokers looking to set up their agents with bookkeeping and tax support
- If you don’t want quarterly or monthly bookkeeping, we can offer you whole year bookkeeping at the start of each tax season. Pricing starts at $890 and you must purchase our tax prep services.
- You can save on tax prep costs via our monthly prepayment option.
A La Carte
Typically only available for bookkeeping clients
S-Corp Tax
Return:$950
Personal Tax Return:
Starting at $950
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