Simple, Transparent Plans for California Small Businesses

 

Choose the level of support that fits your business today — both plans are designed to reduce stress, improve accuracy, and help you keep more of what you earn.

 

Micro Plan

— For Small Businesses that just want things done right.

  • Basic bookkeeping for low activity businesses

  • Sales tax filing and payments handled

  • Payroll support

  • Client portal access

  • Audit protection & IRS support

  • Year-end filing support

For Small Businesses with simple books and fewer transactions.

👉 See if the Micro Plan fits your business
 

Premium Service

— All-Inclusive Bookkeeping, Proactive Tax Planning, and Year-End Tax Return with Ongoing Monthly Support.

  • Full monthly bookkeeping and accounting

  • Proactive tax planning throughout the year

  • Your year-end business tax return included

  • Sales tax filing and payment support

  • Payroll coordination and guidance

  • Audit protection and IRS representation

  • QuickBooks Online support

  • Ongoing advisor access for questions and decisions

For Business Owners who want a real accounting partner — not just someone who files forms.

👉 Book a Free Business Review
 

Silver Package

— More Structure, More Tools, & Deeper Support.

  • Everything in Premium

  • Advanced bookkeeping and reconciliation

  • QuickBooks Online portal support

  • Support for Sales Tax Programs (including manual reporting when POS is involved)

  • Choice of two advanced AI tools (based on your needs)

Scaling businesses with more moving parts.

👉 Let’s Talk About Your Setup
 

Gold Package

— Full Service Accounting with Advanced Systems and Integrations.

  • Everything in Silver

  • Advanced reconciliation and reporting

  • Full audit protection and proactive compliance tools

  • POS, payroll, and accounting software integrations

  • Bill pay setup and ongoing support

  • Strategy guidance for complex operations

High-volume businesses with complex systems.

 

👉 Schedule a Strategy Call