business owner plans

what you get


The term “accounting” doesn’t come close to describing how magical our business owner plans are.

We’ll manage all of those pesky financial issues you don’t have time for, share strategies to lower your tax bill, and be your own personal cheer squad to keep you positive.

Our plans include:

  • Bookkeeping for your business (so you’re never scrambling like a crazy person come tax time)

  • Quarterly estimates + a monthly figure to save for taxes

  • Financial reports that you can understand

  • Annual income tax filings for you and your business

  • Ongoing tax planning

pricing


launch


For sole proprietors & single owner LLCs generating up to $150k annually

  • Quarterly Bookkeeping

  • Quarterly Tax Estimates

  • Business Taxes (Sch C)

  • Personal Taxes


Starting at $350/mo

grow


For business owners generating up to $250k annually

  • Monthly Bookkeeping

  • Monthly Cash Flow Update

  • Quarterly Tax Estimates

  • Business Taxes (1065/1120S)

  • Personal Taxes


Starting at $600/mo

scale


For business owners that want proactive tax strategies and higher touch service

  • Monthly Bookkeeping

  • Monthly Cash Flow Update

  • Quarterly Tax Estimates

  • Business Taxes (1065/1120S)

  • Personal Taxes

  • Tax Planning


Starting at $750/mo

meet with us



18

150+

years serving clients

collective years of experience


$45,000

average 3 year tax savings with our advisory packages


20,000+

tax returns filed


what our clients say

Brooklyn Dog Training

“We’re so grateful to have Brian and his team ”

We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters.

It was quite overwhelming to us, and we had a couple less-than-positive experiences with other accountants. Once we found Brian, it was such a weight off our shoulders to know that we were confident in the people doing our accounting and bookkeeping.