Every business is different — but our goal is always the same: clean books, fewer surprises, and confidence you’re not missing anything. Choose the level of support that fits your business today.

Micro Package — Purpose-Built for Growth

The Micro Package is designed for businesses that demand corporate-level financial integrity with a lean footprint. By modernizing our rates to 2026 standards, we ensure your operations stay protected by the latest compliance technology and "audit-ready" precision.

  • Best For: Entrepreneurs with low-activity operations (up to 30 checks or 80 transactions).

  • Weekly Bookkeeping Investment:

    • Essential (Non-Sales Tax): $75

    • Quarterly Sales Tax Support: $80

    • Monthly Sales Tax Support: $85

  • Annual Tax Support:

    • Entity Tax Return: $1,150

    • Schedule C Filing: $850

Silver Package — Precision for Scaling Businesses

The Silver Package bridges the gap between stable operations and enterprise-level complexity—giving you the structure and tools needed to scale with confidence.

  • Best For: Growing businesses adding volume, staff, or systems.

  • Weekly Investment: Priced at 1.5× the Premium rate.

  • Smart Tools & Advanced Support (Choose any 2):

    • Strata-G® Strategy Platform: Provides financial insights and planning support to guide growth decisions.

    • DAVO Sales Tax Automation: Automates tax handling to significantly reduce compliance risk.

    • Melio Bill Pay: Streamlines your accounts payable with added visibility and control.

Premium Package — Comprehensive Stewardship

Our Premium tier offers full-service monthly accounting for established businesses requiring deeper oversight. To maintain our high-touch service standards and advanced tools, these rates have been updated for the first time since 2018.

  • Best For: Stable operations requiring end-to-end monthly management.

  • Total Weekly Investment: Starting at $135.

  • Investment Breakdown:

    • Monthly Full-Service Bookkeeping: $95.

    • Year-End Strategy & Close-Out: $40.

  • Complete Fiscal Closure: Your year-end fee is split 60% for professional Tax Preparation and 40% for a dedicated 13th-month bookkeeping close-out.

Gold Package — The Enterprise Standard

The Gold Package is our most robust offering, providing total financial integration and elite-level protection for high-volume businesses.

  • Best For: Multi-platform businesses requiring full-scale integration and hands-on oversight.

  • Weekly Investment: Priced at Silver × 2, reflecting total advanced reconciliation and strategic support.

  • All-Inclusive Smart Tools & AI-Driven Support:

    • Strata-G® Strategy Platform: Ongoing financial strategy and planning based on real-time data.

    • DAVO Sales Tax Automation: Automates set-asides and reporting to improve cash control.

    • Melio Bill Pay Program: Streamlined bill pay with guided setup and dedicated oversight.

    • LOOP POS Sync: Advanced data integration for precision tracking of sales and payouts.

    • APS & TaxPay Tools: Integrated support for payroll coordination and tax payment workflows.

Full Service Tax Concierge Services