Bronze

$200/mo

• Proactive Tax Strategy Sessions: 

• 60 min Virtual Strategy Sessions: Quarterly

• Transaction Volume (per account): <75

• Bank Account & Credit Card Reconciliation: <1

• Reconciliation Frequency: Monthly

• Additional Accounts: $150 each

• Financial Statements: Monthly

• Accounts Payable (add on discount): N/A

• Accounts Receivable (add on discount): N/A

• Payroll (add on discount): N/A

Silver

$550/mo

• Proactive Tax Strategy Sessions: Annually

• 60 min Virtual Strategy Sessions: Monthly

• Transaction Volume (per account): <120

• Bank Account & Credit Card Reconciliation: <2

• Reconciliation Frequency: Monthly

• Additional Accounts: $150 each

• Financial Statements: Monthly

• Accounts Payable (add on discount): N/A

• Accounts Receivable (add on discount): N/A

• Payroll (add on discount): N/A

Gold

$875/mo

• Proactive Tax Strategy Sessions: Annually

• 60 min Virtual Strategy Sessions: Quarterly

• Transaction Volume (per account): <200

• Bank Account & Credit Card Reconciliation: <1

• Reconciliation Frequency: Monthly

• Additional Accounts: $150 each

• Financial Statements: Monthly

• Accounts Payable (add on discount): 5%

• Accounts Receivable (add on discount): 5%

• Payroll (add on discount): 5%

Elite

$1,660/mo

• Proactive Tax Strategy Sessions: Quarterly

• 60 min Virtual Strategy Sessions: Monthly

• Transaction Volume (per account): <300

• Bank Account & Credit Card Reconciliation: <3

• Reconciliation Frequency: Weekly

• Additional Accounts: $150 each

• Financial Statements: Monthly

• Accounts Payable (add on discount): 5%

• Accounts Receivable (add on discount): 5%

• Payroll (add on discount): 5%

Platinum

$2,697  /mo

98

• Proactive Tax Strategy Sessions: Quarterly

• 60 min Virtual Strategy Sessions: Monthly

• Transaction Volume (per account): <500

• Bank Account & Credit Card Reconciliation: <3

• Reconciliation Frequency: Weekly

• Additional Accounts: $150 each

• Financial Statements: Monthly

• Accounts Payable (add on discount): 5%

• Accounts Receivable (add on discount): 5%

• Payroll (add on discount): 5%

Corp Max

$4,800/mo

• Proactive Tax Strategy Sessions: Monthly

• 60 min Virtual Strategy Sessions: Monthly

• Transaction Volume (per account): <600

• Bank Account & Credit Card Reconciliation: <4

• Reconciliation Frequency: Weekly

• Additional Accounts: $150 each

• Financial Statements: Monthly

• Accounts Payable (add on discount): 5%

• Accounts Receivable (add on discount): 5%

• Payroll (add on discount): 10%