Best for:
Business owners who need reliable bookkeeping without the overwhelm — whether you’re just getting started or already established.
What you get:
Categorize all your transactions for accurate Profit & Loss and Schedule C reporting
Reconcile your accounts each month to ensure your books stay clean and balanced
Manage and maintain your full financial statements: P&L, Balance Sheet, and Statement of Cash Flows
Add-on:
Business consultation with financial data
Cash Flow management consulting
Bookkeeping clean-up
Bookkeeping set-up for new business owners
1099 preparation & filing
Bookkeeping
Starting at $300/month (Pricing varies depending on volume and complexity)
Individual + Schedule C
(Starting at $450)
Best for:
Solo business owners and freelancers
What you get:
Individual tax return (1040)
Schedule C
Business deductions applied correctly
Clear, plain-English explanations
Add-on:
Bookkeeping cleanup
Estimated tax planning
Prior-year returns
Tax Filing
Partnership (1065) + Individual
(Starting at $650)
Best for:
Multi-member LLCs and business partners
What you get:
Partnership return (1065)
K-1s for each partner
Individual tax return (1040)
Income allocation & partner reporting
Add-on:
Bookkeeping cleanup
Capital account review
Tax planning for partners
S-Corp (1120-S) + Individual
(Starting at $850)
Best for:
Established business owners operating as an S-Corp
What you get:
S-Corp return (1120-S)
K-1
Individual tax return (1040)
Owner wage & distribution review
Add-on:
Reasonable compensation review
Payroll coordination
Ongoing tax strategy
