We handle the prep.
You file with confidence.
Flat-fee, one-time annual financial packs for US solopreneurs, single-member LLCs, and partnerships.
Page through our sample packÂ
Comprehensive Premium Support
Our team manages the intricate details so your financial base remains perfectly aligned with US market standards.
Complete Verification
We perform a thorough reconciliation of your banking activity and records against US protocols to guarantee every entry is accurately reflected.
CPA- Ready Reports
Get expert-level documentation tailored for your CPA.
Strategic Business Analytics
Go beyond compliance with a report that dives into your numbers: top clients and revenue concentration, cash flow runway, customer acquisition costs, customer lifetime value, breakeven analysis, and more, so you can make confident, data-driven decisions.
Financial Health Views
Identify growth opportunities through strategic data sorting that highlights the exact fiscal health of your enterprise.
Transparent Flat-Fee Packages
Every client receives fully reconciled, CPA-ready books — a branded financial report, detailed Excel workpapers, and a tax-software-ready trial balance, all built from your own records with nothing estimated.
Essential
$500
• 1 Bank Account
• Up to 300 Transactions
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• Live 30 min review sessionÂ
Standard
$750
• Up to 3 Bank Accounts
• Up to 800 Transactions
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• Live 30 min review session
Comprehensive
$1000
• Up to 5 Bank Accounts
• Up to 1800 Transactions
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​• Live 30 min review session
Custom/heavy
By quote
• High transaction counts
• Custom
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​• Live 30 min review session
•. Partnership pack (1065 / K-1) $150
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•. Rush turn around (under 5 business days) $150
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•. Need more than one year caught up? Each year is quoted at it's own tier, and we take 30% off when you book two or more years together.Â