Tier 1: Essentials

For businesses earning up to $100,000/year
$300/month (Minimum Fee)

Included Services:

• Quarterly bookkeeping & financial reports

• Quarterly tax estimates

• Income tax returns

• Tax optimization & deduction strategy

• Tax & business filings

• Form 1099 preparation

• Los Angeles business tax registration & renewals

• Company maintenance & registered office

• Financial planning & retirement fund setup

• Payroll processing

Tier 2: Growth

For businesses earning $100,001–$200,000/year
$800/month

Includes all Tier 1 services, plus:

• Monthly bookkeeping & financial reports

• Ongoing tax planning

• Enhanced financial guidance

• Proactive compliance monitoring

Tier 3: Professional

For businesses earning $200,001–$300,000/year
$1,000/month

Includes all Tier 2 services, plus:

• Prioritized & custom bookkeeping

• Detailed financial analysis

• Accounts receivable & bill payments

• Management commission reports

• Payroll compliance

• Automated Form 1099 filings

• Insurance, mortgage & loan assistance

Tier 4: Executive

For businesses earning $300,001–$400,000/year
$1,250/month

Includes all Tier 3 services, plus:

• Priority client support

• Strategic quarterly planning sessions

• Custom dashboards & financial forecasting

• White-glove account servicing

Tier 5: Elite

For businesses earning over $400,000/year
5% of Gross Monthly Revenue

Includes all Tier 4 services, plus:

• Fully integrated financial operations

• Dedicated account manager

• Entity restructuring & consulting