for a single business
1 business
2 connected accounts
up to 250 monthly transactions
Weekly professional bookkeeping
Month-end close reporting
Quarterly tax estimates
Strategic tax planning
Annual tax prep & filing for 1 business and 1 personal returns
for a serial entrepreneurs
2 businesses
up to 5 connected accounts
up to 750 monthly transactions
Weekly professional bookkeeping
Month-end close reporting
Quarterly tax estimates
Strategic tax planning
Annual tax prep & filing for 2 business and 1 personal returns
for your unique needs
All of your businesses
Unlimited connected accounts
Unlimited monthly transactions
Weekly professional bookkeeping
Month-end close reporting
Quarterly tax estimates
Strategic tax planning
Annual tax preparation & filing for all business and personal returns
per month
per month
Businesses supported
1
2
Unlimited
Connected bank accounts or credit cards
2
5
Unlimited
Monthly transactions
250
750
Unlimited
Weekly professional bookkeeping
Month-end close reporting
Quarterly tax estimates
Proactive tax saving recommendations
Business tax prep & filing
Personal tax prep & filing
Add on service
Schedule K-1 preparation