A comprehensive, full-service solution designed to handle both business and individual financial needs with accuracy, compliance, and strategic oversight.
Best for: Startups and growing businesses that need books to make operational decisions. Get the detail and reporting your partners, lenders, and investors demand.
Everything in Starter, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
A comprehensive, full-service solution designed to handle both business and individual financial needs with accuracy, compliance, and strategic oversight.
Federal & State Tax Preparation
Complete preparation and filing of both business and individual tax returns, ensuring full compliance and optimized outcomes.
Monthly Bookkeeping
Ongoing tracking, organization, and reconciliation of financial records to maintain accurate and up-to-date books.
Quarterly Tax Management
Preparation, review, and filing of quarterly tax returns
IRS & State Notice Handling
Full-service support in responding to IRS and state notices, including issue resolution and communication on your behalf.
Tax Relief & Resolution Services
Assistance with resolving tax issues, negotiating payment plans, and reducing penalties where possible.
Strategic tax planning designed to legally minimize your tax liability, increase savings, and position you for long-term financial success.
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