Financial information you can actually use.
Year-round accounting, reporting and strategic support for growing owner-operated businesses that need more than completed transactions and historical reports.
Better decisions start with better information.
As a business grows, reliable accounting becomes part of the management system—not simply a compliance task. Owners need clear financial information, an established review cadence and experienced support when tax, cash-flow and operating decisions arise.
Our partnership plans combine ongoing accounting with scheduled performance and tax strategy reviews. The level of support increases with the complexity and pace of the business.
Choose the cadence that fits your business now.
Compare the plans below, then use the estimator to get a preliminary monthly price based on your plan, transaction volume, active bank/credit-card/loan accounts, paper-check volume, and accounting complexity. Annual revenue is used as a plan-fit check rather than a surcharge.
Washington State excise tax return filing frequency is based on the business’s Department of Revenue-assigned filing schedule. Additional jurisdictions, amended returns, delinquent filings and specialized tax reporting may require separate pricing.
Foundation
- ✓Transactions categorized and accounts reconciled quarterly
- ✓Quarterly Profit & Loss and Balance Sheet
- ✓Quarterly review for unusual or unresolved activity
- ✓Washington State excise tax return preparation and filing quarterly
- ✓1 Tax Strategy Review
- ✓1 Performance Review
Momentum
- ✓Transactions categorized and accounts reconciled monthly
- ✓Monthly Profit & Loss and Balance Sheet
- ✓Monthly review for unusual activity and accounting issues
- ✓Washington State excise tax return preparation and filing monthly
- ✓2 Tax Strategy Reviews
- ✓4 Performance Reviews
Thrive
- ✓Transactions monitored weekly and accounting records maintained throughout the month
- ✓Bank and credit-card activity monitored throughout the month
- ✓Monthly reconciliations and financial statements
- ✓Faster identification of missing information and unusual activity
- ✓Washington State excise tax return preparation and filing monthly
- ✓4 Tax Strategy Reviews
- ✓12 Performance Reviews
Choose the plan you want, then answer a few questions about your activity and accounting needs.
Setup includes the initial accounting assessment, QuickBooks review, account and integration mapping, workflow design, reporting configuration and Washington excise-tax account verification.
Historical cleanup, catch-up work, amended or delinquent filings, additional jurisdictions and specialized reporting are scoped and priced separately.
Designed for owners building something durable.
Our model is best suited to businesses that value accurate information, defined processes and ongoing planning.
A structured ongoing partnership.
Confirm fit and scope
We evaluate your entities, systems, transaction volume, reporting needs and current priorities.
Establish the accounting process
Responsibilities, information flow, deadlines and the appropriate reporting cadence are clearly defined.
Maintain financial clarity
Your accounting and reporting are maintained according to the service level selected.
Review and plan throughout the year
Scheduled performance and tax strategy reviews connect current information to upcoming decisions.
Ready for more useful financial information?
Schedule a discovery call to discuss your business and determine which service level is the best fit.
