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    SERVICES

    One firm. One fee. Everything on the money side.

    Bookkeeping, payroll, your business and personal returns, advisory, and a live portal. All of it built around your QuickBooks file, and all of it in one monthly price.

    Begin the free assessmentSee the prices
    • 14 days
    • No card
    • Keep the deliverables
    15
    Books closed by the 15th at the latest
    50
    All fifty states covered
    7
    Days a week we are open
    14
    Day assessment, keep the deliverables
    What we do

    What we run every month, for one fee.

    Bookkeeping

    Reconciled, closed, and reviewed every month. P&L, balance sheet, and cash flow ready by the 15th at the latest.

    Included in every planExplore

    Business tax

    S-corp, C-corp, LLC and partnership returns. The election and the owner compensation split reviewed, and your K-1 carried onto your personal return.

    Included in every planExplore

    Personal tax

    Your 1040, done by the same desk that has the business return. K-1, Schedule C, rentals, crypto and capital gains.

    One owner return included on CoreExplore

    Advisory

    Cash-flow forecasting, KPI benchmarks, and quarterly strategy calls with the partner who owns your file.

    From Advisory tierExplore

    Dashboards & apps

    Your numbers, live in a client portal. Tax calendar, deadlines, runway, and a monthly CFO brief.

    Included in every planExplore
    One time work, whether or not you are on a plan

    Payroll

    Running payroll, quarterly 941s, W2s and 1099s, state registrations, and reasonable compensation for S corp owners.

    In a plan, or set up quoted in writing

    Sales and use tax

    Nexus determination, state registrations, filing calendars, exemption certificates, and back filing when you are behind.

    In a plan, or quoted alone

    State and multi state tax

    Income and franchise tax across states, apportionment, nexus studies, and the pass through entity tax election.

    In a plan, or quoted alone

    IRS notices and back taxes

    Unfiled years, transcripts, penalty abatement, installment agreements and Offer in Compromise. Representation before the IRS is coordinated through contracted Enrolled Agents and CPAs under a signed engagement letter, at your request.

    One time work, quoted in writing

    Catch up bookkeeping

    Years behind, no QuickBooks, or a prior bookkeeper who left a mess. We rebuild from bank statements.

    Quoted in writing, per year behind

    Entity formation

    LLC and corporation setup, EIN, S corp election including late election relief, and structure analysis before you file.

    Quoted in writing, plus state fees
    Plan ladder

    A plain ladder of fixed monthly fees.

    Everything is included at each tier. Move up or down anytime. One time work is quoted in writing.

    Core$1,549per month
    Advisory$3,950per month
    Executive$7,950per month
    CustomCustomscoped in writing
    See full pricing Begin the free assessment
    Ready

    Fourteen days. Real numbers. Zero risk.

    Begin the free assessment. We open your books, run a full close, and hand you the deliverables. You keep them either way.

    Begin the free assessmentBook a call
    • 14 days
    • No card
    • Keep the deliverables
    LiveBook a call