Monthly bookkeeping, compliance support, and year-end tax preparation — bundled into one relationship built to keep your business organized, compliant, and ready to grow.
These packages are designed for business owners who want predictable support — not one-off tax returns and scattered bookkeeping.
Contractors, consultants, and side-hustlers ready to run their work like a real business.
From single-member LLCs to growing teams that need monthly financial clarity and compliance.
Business owners who want to avoid surprises from the IRS and stay ahead of deadlines.
All packages include monthly bookkeeping support, ongoing communication, and tax prep after 6 months of active partnership within the calendar year (or with a 6-month commitment).
For newer or lean operations who want organized books and basic support.
$350
per month
For growing businesses that need deeper insight, accountability, and planning.
$500
per month
For established businesses that want a higher-touch advisory relationship.
$650
per month
No matter which level you choose, every Business Partner Package delivers these core benefits.
When you’re a Business Partner for at least 6 months in the calendar year — or commit to a 6-month partnership — your business tax preparation is included.
That means no surprise year-end bills, no scrambling to find documents, and no disconnect between your bookkeeper and your tax preparer.
See Tax ServicesIf your books are behind, we can complete a clean-up or catch-up project and then roll you into the right Business Partner Package.
We’ll assess where you are, estimate the work needed, and outline a clear plan to get your books to a clean starting point.
Learn About Catch-Up BooksWe learn about your business, current systems, and goals.
We look at your books (or lack thereof) and identify gaps.
We recommend Essential, Growth, or Premium based on your needs.
We complete any clean-up, set up a smooth workflow, and start monthly work.
If you’re tired of guessing, juggling receipts, or dreading tax season, it’s time to put a professional partner in your corner. Let’s talk about the right package for your business.
Book a Business Partner Call