

Premium Level
Best for business owners that want to increase profitability or grow using CFO guidance.
All Full Level services plus:
•Quarterly Business Review & Performance Meeting
•Key metrics to monitor financial health and aid in business decision-making
•20% Discount on Tax Preparation
Full Level
Best for business owners that want their books & taxes to be stress-free.
All Entry Level services plus:
•Valuable feedback on financial reports to help you manage your business
•Quarterly estimated tax calculations
•15% Discount on tax preparation
Entry Level
Best for business owners who just need the basics.
•Monthly or quarterly bookkeeping and financial reports
•10% Discount on tax prep