1 

Core Business Package

Best for:
Small businesses that need reliable monthly bookkeeping and tax filing.

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Includes:

• Monthly bookkeeping and close of books

• Business tax preparation (Sole Proprietor & Partnership)

• Bank and credit card reconciliations

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Starting at $250/month

2

Growth Package

Best for:
Growing businesses that need custom reporting and cleanup.

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Includes everything in the Core Package, PLUS:

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• Business tax preparation (S-Corp, C-Corp, Sole Proprietor, Partnership)

• Custom monthly reporting package

• Chart of accounts setup and cleanup

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Starting at $600/month

3

The Total Package

Best for:
Businesses seeking full-service tax, payroll, and strategic support.

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Includes everything in the Growth Package, PLUS:

• Business tax planning

• Payroll processing

• 1099 preparation and filing

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Starting at $1,200/month