Service Tiers — Detailed Breakdown

Everything included at each level, so you know exactly what you're getting.

Business Accounting & Tax

For business owners who want ongoing support, oversight, and tax strategy.

Feature / Service Launch
$350/mo		 Grow
$525/mo		 Expand
$775/mo		 Professional
$1,150/mo		 Executive
$1,600/mo		 CFO
$3,500/mo
ACCOUNTING SERVICES
Designed For Under $250K revenue Under $500K revenue Under $500K revenue Over $500K revenue Over $500K revenue Over $500K revenue
Bookkeeping Services ✅ Review & reconcile quarterly ✅ Review & reconcile monthly ✅ Quarterly accounting done for you ✅ Monthly accounting done for you ✅ Weekly bookkeeping with AR/AP ✅ Weekly bookkeeping with AR/AP
Financial Reporting ✅ Quarterly ✅ Monthly ✅ Quarterly ✅ Monthly by the 25th ✅ Monthly by the 10th ✅ Monthly by the 10th
Sales Tax Reporting ✅ Annual ✅ Quarterly ✅ Monthly ✅ Monthly ✅ Monthly ✅ Monthly
1099 Processing ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included
Payroll Processing — — ✅ Up to 3 employees ✅ Up to 5 employees ✅ Full bi-weekly payroll ✅ Full bi-weekly payroll
TAX PREPARATION
Tax Return Prep ✅ Individual (1040) ✅ Individual (1040) ✅ Individual (1040) ✅ Individual & Business ✅ Individual & Business ✅ Individual & Business
Estimated Tax Payments ✅ Updated quarterly ✅ Updated quarterly ✅ Updated quarterly ✅ Updated quarterly ✅ Updated quarterly ✅ Updated quarterly
Tax Notice Support ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included
One-on-One Tax Review ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included
Pick-Your-Week Tax Prep — ✅ Included ✅ Included — ✅ Included ✅ Early Access
Turnaround Time ✅ Standard (3-4 weeks) ✅ Priority (2-3 weeks) ✅ Priority (2-3 weeks) ✅ Standard ✅ Priority (2-3 weeks) ✅ VIP (1-2 weeks)
TAX PLANNING
Tax Planning Level Core Clarity Clarity Clarity Compass Compass
Tax Planning Check-Ins ✅ One (mid or year-end) ✅ Two (mid & year-end) ✅ Two (mid & year-end) ✅ Two (mid & year-end) ✅ Quarterly with Leslea ✅ Quarterly with Leslea
Annual Tax Planning Meeting — ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included
Updated Tax Projections ✅ One at check-in ✅ At each check-in ✅ At each check-in ✅ At each check-in ✅ At each check-in ✅ At each check-in
Retirement & HSA Optimization — ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included
Real-Time Tax Adjustments — ✅ Mid-year & year-end ✅ Mid-year & year-end ✅ Mid-year & year-end ✅ Proactive throughout year ✅ Proactive throughout year
SE & Freelance Tax Strategies ✅ Basic Guidance ✅ Basic Guidance ✅ Basic Guidance — — —
Advisor Collaboration — — — — ✅ Included ✅ Included
FRACTIONAL CFO
Legal Entity Review & Optimization — — — — — ✅ Included
Reasonable Compensation Review — — — — — ✅ Included
Annual Budgeting — — — — — ✅ Included
ACCESS & SUPPORT
Access to Your Expert ✅ Client Portal ✅ Client Portal ✅ Dedicated Specialist ✅ Dedicated Specialist ✅ Priority Access to Leslea ✅ Direct Phone & Calendar
Digital Client Tools & Support ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included ✅ Included
Client Communications & Reminders ✅ Included ✅ Included ✅ Included ✅ Included ✅ Personalized Insights ✅ Personalized Insights

Individual Tax Planning

For your personal return. Business owners: pair one of these with your business tier.

Feature / Service Core
$375/quarter		 Clarity
$525/quarter		 Compass
$750/quarter
TAX PREPARATION
Individual Tax Return Prep (1040) ✅ Included ✅ Included ✅ Included
Estimated Tax Payments ✅ Personalized ✅ Personalized ✅ Personalized
Withholding & Deduction Review ✅ Included ✅ Included ✅ Included
Notice Support ✅ Full Service ✅ Full Service ✅ Full Service
Turnaround Time ✅ Standard ✅ Priority ✅ VIP
Pick-Your-Week Tax Prep — ✅ Included ✅ Early Access
TAX PLANNING
Tax Planning Check-Ins ✅ One (mid OR year-end) ✅ Two (mid AND year-end) ✅ Quarterly
Tax Projections ✅ One at check-in ✅ Two at check-ins ✅ Quarterly
Annual Tax Planning Meeting — ✅ Included ✅ Included
Year-End Tax Planning Letter — ✅ Included ✅ Included
Retirement & HSA Optimization ✅ Included ✅ Included ✅ Included
COMPASS-LEVEL PLANNING
IRS Transcript Monitoring — — ✅ Included
Advisor Collaboration — — ✅ Included
Strategic Scenario Planning — — ✅ Included
Charitable Giving Optimization — — ✅ Included
Investment Tax Efficiency Review — — ✅ Included
ACCESS & SUPPORT
Year-Round Access ✅ Standard ✅ Priority Calendar ✅ Direct/VIP Access to Leslea
Digital Client Tools & Support ✅ Included ✅ Included ✅ Included
Client Communications & Resources — ✅ Included ✅ Included
Renewal Access ✅ Standard ✅ Early Access ✅ Early Access