Choose a plan that's right for your business



Monthly Plan

Phone & Email Support

Exclusive Content, Round Tables, Events

Personal Dashboard & Document Vault

Business Income Tax Filing

Personal Income Tax Fiiling

Sales & Use Tax Filing

Personal Income Tax Planning & Projections

Subscription to Quickbooks Online

Access to Discount Pricing for payroll with ADP

Access to Discount Pricing for HR with ADP

Checking, Saving, & CC Accounts Reconciled Monthly

QBO Review & Troubleshooting

QBO Initial Setup

QBO Incremental Training as needed

Profit Magnifier Implementation

Quarterly Profit Meeting - Goal Setting for

TP & S

Monthly Financial Review & Strategy Meeting

Cloud-Based Accounts Payable Platform

Weekly Bill Coding in Accounts Payable

Overhead & Profitability Comparison 

Advanced Tax Planning Strategies

Essentials

Unlimited

Semi Annual 

Plus

Unlimited

Quarterly

CFO

Unlimited

Monthly

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