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Choose Your Service Package
Basic Quarterly Package
400$Every 3 monthsBest for very small independent contractors, freelancers, and gig workers- Up to 100 transactions per quarter
- One bank or credit card account reconciliation
- Quarterly profit and loss report
- Estimated quarterly tax calculations (federal and state)
Standard Monthly Package
250$Every monthBest for higher volume independent contractors and startups- Up to 100 transactions per month
- Two bank and/or credit card account reconciliations
- Standard monthly reporting (P&L, balance sheet, cash flow)
- Estimated quarterly tax calculations (federal and state)
- Estimated tax filing reminder emails
- Quarterly review meeting
Standard Quarterly Package
700$Every 3 monthsBest for higher volume independent contractors and startups- Up to 300 transactions per quarter
- Two bank and/or credit card account reconciliations
- Standard quarterly reporting (P&L, balance sheet, cash flow)
- Estimated quarterly tax calculations (federal and state)
- Estimated tax filing reminder emails
- Quarterly review meeting
Premium Monthly Package
450$Every monthBest for larger independent contractors and established small businesses- Up to 200 transactions per month
- Three bank and/or credit card account reconciliations
- Premium monthly reporting (comparative financial statements)
- Estimated quarterly tax calculations (federal and state)
- Estimated tax filing reminder emails
- Monthly review meeting
- Year-end CPA hand-off package
- - or -
- Schedule C categorization and preparation assistance
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