$199/mo

Essentials Bookkeeping

Perfect for small businesses just starting out or managing a low volume of transactions.

Includes:

• Reconciliation of up to 150 transactions
• Up to 3 accounts (2 bank + 1 credit card)
• Categorization of transactions
• Basic Accounts Payable & Accounts Receivable tracking
• 15-minute monthly CPA review
• Monthly financial statements
• Quarterly general ledger cleanup

$329/mo

Growth Bookkeeping

Ideal for growing businesses with moderate activity.

Includes:

• Reconciliation of up to 250 transactions
• Up to 5 accounts (e.g., 3 bank, 1 credit card, 1 loan)
• Categorization and reconciliation of all accounts
• Full A/P and A/R management
• Payroll journal entries (up to 2 payroll accounts)
• 30-minute monthly CPA review
• Monthly book closing and financial statements
• GL cleanup monthly
• Partner distributions tracking

Single-State LLC Formation Package

Starts at $650 flat fee + State Filing Fees

Includes:

• Entity selection consultation (LLC vs. S-Corp vs. C-Corp)
• EIN registration (IRS Form SS-4)
• Standard Operating Agreement template and customization
• State Articles of Organization filing
• Basic state registration guidance
• 1-hour onboarding call

Includes everything in the LLC package, plus:

• S-Corp election filing (Form 2553)
• Payroll setup recommendations
• Tax planning considerations for S-Corp owners

Includes:

• Entity selection consultation
• EIN registration
• Articles of Incorporation preparation and filing
• Corporate Bylaws draft
• Initial Board Resolutions template
• S-Corp election consultation (if needed)
• 1-hour strategy session

• Registered Agent Setup: +$100/year (or refer to a partner service)
• Foreign State Registration (additional states): +$250/state
• Customized Operating Agreement / Bylaws Drafting: +$300
•  Expedited Filing (state-dependent): +$200
• What’s Not Included
• Actual state filing fees (usually $50–$500, varies by state)
• Ongoing compliance (annual reports, franchise tax filings)
• Legal advice (unless you are an attorney)

LLC Formation Package – Starts at $650 + State Fees

• Entity selection guidance
• EIN registration
• Operating Agreement drafting
• State filing and setup

S-Corp Formation Package – Starts at $850 + State Fees

• LLC Formation Package plus:
• S-Corp election filing (Form 2553)
• Payroll and tax planning overview

C-Corp Formation Package – Starts at $950 + State Fees

• Incorporation documents and bylaws
• EIN and initial resolutions
• Tax treatment consultation