Two ways to work with us
Start with the bundle. If you want your books kept for you, start the back office and the bundle payment comes back as credit.
Most popular
Tax-Ready Close
$497
One time.
- The Tax-Ready Year e-book and the First-Year Owner Tax Checklist.
- The forms pack: seven logs and trackers, including mileage, home office and estimated tax.
- The monthly close report.
- The ChatGPT and Claude context pack, for a second opinion from the tool you already use.
Back Office
$197
A month. Cancel any time.
- Your books kept current, with a one page close every month.
- Receipts sorted, stored and matched to the right month.
- Your back office team answers, and you approve before anything is sent.
- A tax set-aside figure each month, so January is not a shock.
Start the back office within 60 days and your $497 comes back as credit. Your first two months: covered. Your third month: $103 off, so you pay $94. After that: $197 a month. Cancel any time.
Your business, online before 31 December — $397
A one page or five page site, your domain, a contact form, your Google Business profile and basic setup. Paid for in 2026, so it counts as a 2026 expense.
Refer an owner — $100
$100 credit for every owner who joins and pays.