This service is designed for single-entity businesses that already have relatively organized financial accounts and need consistent monthly maintenance. It focuses on keeping your books accurate, current, and tax-ready without ongoing advisory involvement.

This option is best for business owners who want dependable bookkeeping support at an affordable rate.

This service is ideal for growing businesses that need additional structure, clarity, and guidance. It builds upon basic bookkeeping by offering deeper account management and light advisory support to help owners better understand their financial position.

This tier is well suited for business owners who need more than maintenance but are not yet ready for full advisory services.

This comprehensive, high-touch service is designed for complex businesses, multiple LLCs, or owners who want strategic support in addition to bookkeeping. It combines detailed financial organization with customized reporting and ongoing advisory guidance.

This service is best for business owners seeking clarity, confidence, and proactive financial support.

• Prior-year cleanups beyond scope

• Software set-ups

• Entity formation needs

• Additional entities or accounts

• Advisory sessions beyond plan limits