How much does it cost?

Pricing for plans are based on your specific volume of transactions and complexity of accounting needs. Add-ons and Customization available.

Momentum

The Road Traveled

Destination: Compliant Clean Books ready for Tax Preparation.  

Buckle-up for compliance level bookkeeping.

This effective plan includes:

  • Monthly tracking of expense receipts

  • Monthly tracking of income

  • Secure Portal for Monthly Document Submission

  • Annual Profit & Loss statement for tax preparation filing.

  • Unlimited Email Support

Accelerate

The Road You Are Traveling

Destination: Better reporting and better decision making

Rev-up your books to match the speed of your growth.

This effective plan includes:

  • Tracking of expense receipts

  • Tracking of income

  • Monthly bank account reconciliation (1 account)

  • Monthly credit card reconciliation (1 account)

  • App - Instant expense receipt submission

  • Secure Portal for bi-weekly or monthly document submission

  • Quarterly Profit & Loss statement

  • Quarterly Estimated Tax Report

  • Accounting Software Setup

  • 1 Monthly Session with Adviser

  • Unlimited Email Support

Driven

The Road Ahead

Destination: More Profit from more planning

An ultimate roadmap for profit driven planning and performance.

This effective plan includes:

  • Tracking of expense receipts

  • Tracking of income

  • Monthly bank account reconciliation (3 accounts)

  • Monthly credit card reconciliation (3 accounts)

  • App - Instant expense receipt submission

  • Secure Portal for bi-weekly or monthly document submission

  • Monthly Profit & Loss Statement

  • Monthly Cash Flow Statement

  • Quarterly Estimated Tax Report

  • Annual Budget Report

  • Accounting Software Setup

  • 2 Monthly Session with Adviser

  • Unlimited Email Support

  • Direct Support with Exclusive Private Slack Channel for your company

Add On Services

Accounts Receivable

We will help you with invoicing and collecting money due to you. 

Accounts Payable

We will help you track and pay your bills.

Payroll

Process payroll for employees and independent contractors including annual W2's and 1099-Misc

2290 Heavy Highway Use Tax Return

Process and File Annual Form 2290 for Heavy Highway Vehicle Use Tax

Sales Tax

Process and file State Sales Tax collected on sales and use. 

Clean-Up / Catch-Up

Bring your bookkeeping records current and in compliance.