Small Business Packages

The Essential plan keeps you compliant,

Growth helps you scale sustainably, and

Strategic gives you advanced planning and insight.

Contact us to discuss the partner support

needed for your business!

Essential Support

-Clean books + reconciliation, straightforward P/L reports, email access, quarterly meeting

- 1-2 banking/CC accounts

- Great for Sole Proprietors and some LLC

- *Onboarding and State/Federal Tax Return not included

- Everything in Essential Support

- Regular Monthly Zoom

- online AR/AP management,

- monthly financial documents - Balance and Income Statement/PandL - other compliance docs as needed

- *Onboarding and State/Federal Tax Return not included

- Everything in Growth

- payroll (1-10 employees),

- quarterly tax-planning updates,

- cash flow advising/ forecasting

- complete compliance management

- *Onboarding, State/Federal Tax Return not included