"All Inclusive" Package

Momentum

In the Momentum stage of business, when things are really taking off, you need more done-for-you service and more hands-on advisory support. You can stay focused leading the business, while we keep the financial engine running.
This package is for owners who want more done-for-you services, and business advisory meetings, and it's the best choice for S-Corps.

Best package for  more done-for-you services

Adds 1099 services, Gusto Payroll integration, Owner payroll administration, and white glove coordination with your tax preparer

Best package for Advisory support

Adds unlimited support access to phones calls & online meetings & phone calls, Spring & Fall business advisory meetings, and customizable reports

Best package for S-Corp owners

Adds S-Corp owner payroll and accountable plan administration* (Available only with Gusto Payroll

$599/mo
Includes:
Customizable Income & Expense Accounts
Adds Spring & Fall Business Advisory Meetings
Books completed by the 10th of each month
Integration with Gusto Payroll Adds S-Corp Owner Payroll Administration*
Available Only With Gusto Payroll
Adds Customizable Monthly Reports with Written Financial Analysis Of Performance
Adds S-Corp Accountable Plan Administration
Adds Customizable Visual Metrics Dashboard
At Year-End We Work Directly With Your Tax Preparer
Access Your Numbers 24/7 on an Interactive Financial Dashboard. No Bookkeeping Required
1099 Reviews & eFilings 
Adds W-9 Collection done for you
Unlimited Support Adds Access to Online Meetings & Phone Calls
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