Find the Right Fit for Your Financial Needs
Our service tiers are designed to deliver the right level of financial infrastructure at the right time. Whether you’re establishing a foundation or need full-service business management, each tier reflects intentional scope, strategic value, and the caliber of partnership that drives real outcomes.
Basic
From
$585
Per Month
Basic compliance support.
Ongoing Operations
Quarterly Bookkeeping & Financials
Quarterly Tax Remittance
Annual Tax Work
Business Tax Return (One Entity)
1099 Tracking / Filing
Tennessee / State Tax Compliance
Strategic Advisory & Planning
Government Support
Financial Advisory - Basic
Response Time: 3-5 Days
Standard
From
$1,085
Per Month
Enhanced ongoing support for growing businesses.
Ongoing Operations
Monthly Bookkeeping & Financials
Quarterly Tax Remittance
Quarterly Tax Planning
Payroll Administration
Sales Tax Filing
Annual Tax Work
Business & Owner Tax Return
1099 Tracking / Filing
Government Support
Tennessee / State Tax Compliance
Strategic Advisory & Planning
Government Support
Financial Advisory - Unlimited
Response Time: 48 Hours
Business Management
From
5%
Gross Revenue
Comprehensive financial management at the highest level.
Ongoing Operations
Monthly Bookkeeping & Financials
Quarterly Tax Remittance
Quarterly Tax Planning
Payroll Administration
Sales Tax Filing
Bill Pay / A/P Management
Management Commission Reports
Tour Budgeting
Royalty Support
Personal Finance Support
Inventory Oversight
E-Commerce Support
Annual Tax Work
Tax Return - All Entites
1099 Tracking / Filing
Tennessee / State Tax Compliance
Strategic Advisory & Planning
Government Support
Cash Flow Analysis
Financial Advisory - Unlimited
Response Time: Same Day/Priority
*400k/per year revenue minimum
Unlimited plan has a minimum of 1,600 /mo
Need More? Add-On Services Are Available
Some clients need additional support outside their standard plan. These services are available on request and can be tailored to your business needs.
Payroll Setup & Registration
Full account setup, EIN/state portals, software setup
$500 – $1,500 (one-time)
Full-Service Payroll Processing
Payruns, direct deposit, tax filings, year-end W-2s
$150 – $400 / month
Accounts Payable Management
Vendor bills, approval flows, and scheduled payments
$200 – $500+ / month
Cleanup / Historical Bookkeeping
Rebuilds, reconciliations, and audit trail creation
Custom Quote
Sales Tax Filings
Prepare and file monthly sales tax returns
$150 – $200 / month
System Integration / Tech Setup
Shopify, Gusto, QBO, etc. configuration and training
$500 – $800 each