A customized system for organizing business expenses, identifying potential tax write-offs, and preparing for year-end filing; built specifically around how your business operates.
Choose the Level of Support That Fits Your Business
Three service tiers are available so you can choose the level of organization, insight, and support that makes sense for your business.
TIER 1 - Expense Organization
Stay organized, maximize deductions, and build a strong financial foundation — without the stress.
$120
Monthly receipt intake
Expense categorization
Review of commonly missed deductions
Featured spotlight post on our blog to increase business digital visibility and boost your SEO.
Includes either a year-end simple business tax preparation, a $600 credit applied toward more complex business tax filings, or a tax-ready summary package prepared for your accountant. * Tax credit is prorated based on enrollment date.
Gain clarity on your numbers and stay ahead of taxes with ongoing guidance and insight throughout the year.
$175
Everything in Tier 1
Quarterly estimated tax guidance
Tax set-aside reminders
Sales Tax (DR-15) Compliance Review
Exclusive Podcast Spotlight
Includes either a year-end simple business tax preparation, a $600 credit applied toward more complex business tax filings, or a tax-ready summary package prepared for your accountant.
Advanced strategy, reporting, and compliance support for business owners ready to scale with clarity and control.
$250
Everything in Tier 1 & 2
Quarterly "Wellness" Checks
Financial health dashboard
Personalized business reports
Owner Pay Strategy
Sunbiz Annual Report Filing
Full Marketing Suite
Includes either a year-end simple business tax preparation, a $600 credit applied toward more complex business tax filings, or a tax-ready summary package prepared for your accountant.
All plans are billed monthly. Includes year-end tax preparation OR year-end tax-ready package for your accountant.
1099 preparation available at $25 per contractor, with email and mailed delivery included.
Additional Support for Small Business Owners
In addition to business organization and tax services, support is available for insurance planning, including health coverage and supplemental business protection.
If insurance planning is relevant to your business, it can be reviewed during your initial call or a follow-up meeting.
