Best for: Small or solo practices needing accurate books and tax-ready financials

Designed for practices that need accurate books and year-end tax readiness, this plan provides clean, reliable financials and essential support to keep your practice compliant and organized

• Streamlined bookkeeping with clean, accurate financials

• Year-end tax-ready books to stay compliant and confident

• Monthly reports, bank reconciliations, and payroll reconciliations

• Personalized support for your bookkeeping needs

• Quarterly tax estimates

• One (1) personal 1040 tax return prepared by a CPA

Best for: Growing practices looking for hands-on support and proactive planning

Designed for growing practices, this plan adds proactive tax planning and personalized support so you can keep more of what you earn and make informed decisions all year long.

• Everything in Essentials, plus:

• Hands-on payroll support

• Quarterly meetings with Morgan to review your numbers

• Full annual CPA tax preparation for multiple returns (1040 and 1120-S, if applicable)

• Enhanced personalized guidance for your practice

Best for: Established practices seeking deeper financial insights and ongoing tax guidance

Our most comprehensive package, built for established practices ready to level up. You’ll receive in-depth financial insights, ongoing strategy, and the confidence of having a true partner in your corner. 

• Everything in Essentials and Advanced, plus:

• Full payroll management

• In-depth financial insights and strategic planning

• Monthly check-in meetings with Morgan

• Ongoing support to help you make confident, informed business decisions