VIP Plan S-Corp/Partnership

Let professionals handle your taxes, accounting and bookkeeping concerns, and learn through the process. We’ll help you take your dreams, ambitions and goals and turn them into an actionable, aligned and empowered game plan.

Elevate your business to empire status.

“We are now accepting clients for October 1st, 2024. Checkout now to reserve your spot!”

This is perfect for businesses that are rapidly growing and are in the $200,000 to $500,000/year in revenue range. You’re ready to have a professional handle your bookkeeping and accounting, but want to be involved and learn throughout the process.

Includes

Hubdoc subscription - this warehouses all of your receipts and bank statements.
Top to bottom bookkeeping - weekly and monthly.
Creation and filing of 1099s - up to 10/year.
One, 30 minute call per quarter to discuss strategy and goals; this includes organization, budgeting percentages, write-offs, paying yourself, reviewing business and personal budgets and finances.
On-going needs like renewing business registration, annual business filings, etc.
- This does not include any fees assessed by the state or federal government.
Receipt archiving and matching .
Xero (accounting software) maintenance.
- Does not include the $37/month fee.
Quarterly (2024) and annual tax (2024) preparation services and calculations.
Unlimited Accountant-in-your-pocket (Voxer) communications.

$1,997/month

This is a 12 month commitment.

What Our Clients Are Saying

“A friend recommend me to the team after talking about how annoying and scary doing my taxes was. After a quick phone call with Katelyn I knew it was exactly what I wanted. I have loved their hands on approach ready to answer any questions I have had (and I have had A LOT of them) and help me when I get random letters from the IRS to know exactly what it means. Now I literally do not have to worry about doing all the expenses, 1099s and more, they take care of basically everything and has saved me so much time and a few headaches. There is so much more that Katelyn and her team have done for me, this is just breaking the surface. If you have ever considered it.. Just do it and work with them!.”

-Hanna Walkowaik

“You took something complicated and unpleasant and turned it into something easy to understand and in easy to digest sections of information. Something I dreaded and was anxious about is no longer something I worry about and now I can focus on moving my business forward.”