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Free - Resource Access
0
Stay informed. Stay organized.
Ideal for new or very small businesses who want ongoing education and structure.
Valid until canceled
Monthly Financial Tips Newsletters
Free Bookkeeping Get Started Toolkit
Access to downloadable guides, templates, and checklists
Free Bookkeeping Essentials for New Business Owners Guide
Compliance reminders and planning tips
Quarterly group Q & A via Zoom
Startup Suite - Guided Support
49
Every month
Perfect for self - employed business owners looking to get books organized, stay informed and compliant with email and phone support as needed without a large monthly commitment..
Valid until canceled
Email, phone, and text assistance with bookkeeping
Access to standard guides and resource library
Light bookkeeping and tax coaching
Monthly members only webinar
Monthly or quarterly 30‑minute check-in call
Basic IRS/state notice guidance (what it is + next steps)
Small Biz Standard - Owner Advisory
89
Every month
A thinking partner for your business.
Designed for small business owners making regular financial decisions and wanting proactive insight, not just reactive answers.
Valid until canceled
All features in the Starter Plan
Preferred access to accounting and bookkeeping support
Monthly Zoom Q&A or coaching sessions
Monthly 60‑minute advisory meeting
Access to premium webinars ( how to pay yourself, projects)
Quarterly planning & strategy review
Discount on tax preparation and other accounting services
Year - end tax planning guidance
Accounting Services Subscriptions
Subscribe to our accounting plans. Each plan includes DIY accounting resources to help you manage your business and/or personal finances on your own with the guidance of an experienced accountant. Our paid plans include zoom webinars and email and phone support to answer your accounting questions.