Business Partner Packages for 1099s & Small Businesses

Monthly bookkeeping, compliance support, and year-end tax preparation — bundled into one relationship built to keep your business organized, compliant, and ready to grow.

Built for 1099s & Small Business Owners

These packages are designed for business owners who want predictable support — not one-off tax returns and scattered bookkeeping.

1099 & Self-Employed

Contractors, consultants, and side-hustlers ready to run their work like a real business.

LLCs & Small Businesses

From single-member LLCs to growing teams that need monthly financial clarity and compliance.

Compliance-Focused Owners

Business owners who want to avoid surprises from the IRS and stay ahead of deadlines.

Choose the Partnership That Fits Your Business

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).

Essential Partner

For newer or lean operations who want organized books and basic support.

$350

per month

  • Monthly transaction categorization & reconciliations
  • Basic monthly financial reports (P&L, balance sheet)
  • Email support for bookkeeping questions
  • Year-end tax prep included after 6 months of partnership
Talk About Essential Partner
Most Popular

Growth Partner

For growing businesses that need deeper insight, accountability, and planning.

$500

per month

  • Everything in Essential Partner
  • Monthly review call or recorded walkthrough of your numbers
  • Basic budgeting and cash flow guidance
  • Priority responses for tax and compliance questions
  • Year-end tax prep included after 6 months of partnership
Talk About Growth Partner

Premium Partner

For established businesses that want a higher-touch advisory relationship.

$650

per month

  • Everything in Growth Partner
  • More frequent strategy check-ins (e.g. bi-monthly or quarterly)
  • Customized reporting tailored to your goals or industry
  • Support preparing for lenders, grants, or growth opportunities
  • Year-end tax prep included after 6 months of partnership
Talk About Premium Partner

What Every Partner Package Includes

No matter which level you choose, every Business Partner Package delivers these core benefits.

  • • Monthly bookkeeping support and reconciliations
  • • Organized financials that are ready for tax season
  • • Support separating business and personal expenses
  • • Guidance on which expenses may be deductible
  • • Email access for bookkeeping and compliance questions
  • • Coordination with Sapphire tax prep services
  • • Year-end tax prep included after 6 months of partnership
  • • A partner who understands Alabama regulations and local business realities

Tax Prep Included After 6 Months

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 Services

Need Catch-Up Books First?

If 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 Books

How We Start a Business Partnership

1. Book a Call

We learn about your business, current systems, and goals.

2. Review Your Numbers

We look at your books (or lack thereof) and identify gaps.

3. Recommend a Package

We recommend Essential, Growth, or Premium based on your needs.

4. Onboard & Get to Work

We complete any clean-up, set up a smooth workflow, and start monthly work.

Ready for a Real Business Partner?

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