Our Level 1 Flat Rate Plan is Perfect for new businesses just getting started, our Level 1 Flat Rate Plan focuses on building strong financial foundations. We provide essential bookkeeping and setup support using QuickBooks, ensuring your records are accurate, organized, and ready to grow with your business. This plan gives you the confidence to make smart early decisions and stay on track from day one.

Key Deliverables:

1. Bookkeeping:
We will maintain accurate and up-to-date financial records using Gusto (or other payroll processor) payroll & QuickBooks software, including income and expenses tracking, bank reconciliations of 1-2 Transactional Accounts

2. Excise Tax Preparation:
We will complete tax preparation services for all Combined Excise Tax Filings, including organizing financial data & ensuring compliance with tax laws to help you minimize liabilities.

*Includes:
- Business License Renewal
- Annual Report Filings with Secretary of State
- Personal Property Tax Filings
- City B&O Filings

Our Level 2 Flat Rate Plan is designed for early-stage businesses ready to grow, our Level 2 Flat Rate Plan goes beyond basic bookkeeping to support your next phase of development. With accurate financial tracking, timely reporting, and compliance support through QuickBooks, we help you build the financial structure and insight needed to scale with confidence and make informed, growth-focused decisions.

Key Deliverables:

1. Bookkeeping:
We will maintain accurate and up-to-date financial records using Gusto (or other payroll processor) payroll & QuickBooks software, including income and expenses tracking, bank reconciliations of 3-5 Transactional Accounts

2. Financial Reporting:
We will generate Quarterly financial reports, including profit and loss statements, balance sheets, and cash flow statements, to provide you with a clear overview of your business's financial performance.

3. Excise Tax Preparation:
We will complete tax preparation services for all Combined Excise Tax Filings, including organizing financial data & ensuring compliance with tax laws to help you minimize liabilities.

*Includes:
- Business License Renewal
- Annual Report Filings with Secretary of State
- Personal Property Tax Filings
- City B&O Filings

Each Additional Bank or Credit Card to reconcile will be additional fee

Our Level 3 Flat Rate Plan is designed for growing businesses that need more than basic bookkeeping. This plan provides the financial clarity and structure needed to stay compliant and make informed decisions.

Key Deliverables:

1. Bookkeeping
We will maintain accurate and timely financial records using Gusto (or another payroll provider) and QuickBooks, including tracking income and expenses and reconciling 1–3 transactional accounts.

2. Financial Reporting
We will generate quarterly financial reports—including profit and loss statements, balance sheets, and cash flow statements—to provide insights into your business’s performance and help guide strategic decisions. Industry benchmarking is included to evaluate competitiveness and areas for improvement.

3. Excise Tax Preparation
We will handle all Combined Excise Tax Filings, organize financial data and ensure compliance with tax laws to reduce liabilities and avoid penalties.

4. Monthly Cash Flow Analysis
We will review and analyze cash flow on a rolling 6-month basis to help maintain healthy cash reserves and ensure your business is prepared for upcoming expenses and growth opportunities

5. Ongoing Support: Our team will be available to answer any accounting-related questions, provide guidance on financial matters, and address any concerns you may have regarding your business finances.

*Includes:
- Business License Renewal
- Annual Report Filings with Secretary of State
- Personal Property Tax Filings
- City B&O Filings

Each Additional Bank or Credit Card to reconcile will be additional fee

Our Level 4 Flat Rate is a complete accounting and financial management solution for small businesses—combining accurate bookkeeping, insightful reporting, and expert support to help you stay compliant, competitive, and financially confident.

Key Deliverables:

1. Bookkeeping
We will maintain precise and up-to-date financial records using Gusto (or an alternative payroll provider) and QuickBooks, including tracking income and expenses and reconciling 1–3 transactional accounts.

2. Financial Reporting
We will provide monthly financial reports—including profit and loss statements, balance sheets, and cash flow statements—to give you a comprehensive view of your business’s financial health. Industry benchmarking is also included to help you assess competitiveness and make data-driven adjustments.

3. Excise Tax Preparation
We will manage all aspects of Combined Excise Tax Filings, including organizing financial data and ensuring full compliance with applicable tax regulations to minimize liabilities.

4. Weekly Cash Flow Analysis
We will conduct weekly cash flow reviews and projections for up to 13 rolling weeks to help maintain stable cash availability and support operational continuity.

5. Accounts Receivable Management
We will handle the creation and delivery of customer invoices, provide monthly collection calls, and process customer payments (up to 10 hours per month).

6. Accounts Payable Management
We will enter and reconcile bills, manage vendor statements, process bill payments, and communicate directly with vendors as needed (up to 10 hours per month).

*Includes:
- Business License Renewal
- Annual Report Filings with Secretary of State
- Personal Property Tax Filings
- City B&O Filings

Each Additional Bank or Credit Card to reconcile will be additional fee

Payroll Processing & Tax Filing Compliance
Streamline your payroll with accurate, timely processing through trusted platforms like Gusto, QuickBooks Payroll, or any other payroll processor you prefer. We handle employee payments, tax filings, and compliance so you can focus on running your business.

Recurring Meetings
Stay aligned with your financial goals through regularly scheduled meetings. These sessions provide dedicated time to review reports, address questions, and strategize for the future—ensuring proactive financial management.

Tax Planning & Tax Preparation
Avoid year-end surprises with integrated tax planning and preparation services. Your flat-rate monthly package includes the cost of your business tax return preparation, so there are no unexpected fees at tax time. We provide proactive planning throughout the year to maximize savings and ensure full compliance.