Steady Trot
Solopreneurs, freelancers, and early-stage LLCs needing basic compliance and clean ledgers.
Starting at $500
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What's included
- Bookkeeping
- Monthly Reconciliation
- End-of-year Cleanup
- QuickBooks workflow automation
- Business Tax Return (additional charge based on revenue)
- Business Owner Tax Return (additional charge)
Most popular
Pace Setter
Growing businesses.
Starting at $2,000
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Everything in Steady Trot, plus:
- Biannual Review
- Controller monthly review
- Quarterly Business Check-ins
- Revenue Based Pricing
Victory Stride
Established or scaling companies.
Starting at $5,000
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Everything in Pace Setter, plus:
- CFO Fractional Services (5 hrs per month)
- Customized KPI Dashboard
- Advanced Cash Flow Forecasting
- Complex Tax Returns including K-1 Generation (additional charges may apply)