X-citing
(Paid Monthly)
(Paid Annually)
Annual Revenues
Up to $100k
Bookkeeping
Dedicated bookkeeper and CPA for quick questions
Custom chart of accounts
Cash Accounting method
20th of Month Financials delivered
Consulting
How often do you want advice?
Growth Advisory
(On your business finances)
Benchmarking, KPIs, and Expense Reduction Analysis
Monthly SME Podcast/Q&A/Webinar
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Get Started
X-panding
(Paid Monthly)
(Paid Annually)
Annual Revenues
$100k - $250k
Bookkeeping
Dedicated bookkeeper and CPA for quick questions
Custom chart of accounts
Cash Accounting method
20th of Month Financials delivered
Consulting
How often do you want advice?
Annual Tax Planning
Growth Advisory
(On your business finances)
Benchmarking, KPIs, and Expense Reduction Analysis
Monthly SME Podcast/Q&A/Webinar
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Get Started
X-ceptional
(Paid Monthly)
(Paid Annually)
Annual Revenues
$250k - $500k
Bookkeeping
Dedicated bookkeeper and CPA for quick questions
Custom chart of accounts
Cash Accounting method
12th of Month Financials delivered
Consulting
How often do you want advice?
Semi-Annual Tax Planning
Semi-Annual Growth Advisory
(On your business finances)
Benchmarking, KPIs, and Expense Reduction Analysis
Monthly SME Podcast/Q&A/Webinar
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Get Started
X-treme
(Paid Monthly)
(Paid Annually)
Annual Revenues
$500k - $1mm
Bookkeeping
Dedicated bookkeeper and CPA for quick questions
Custom chart of accounts
Cash / Modified Acct method
7th of Month Financials delivered
Consulting
How often do you want advice?
Quarterly Tax Planning
Quarterly Growth Advisory
(On your business finances)
Benchmarking, KPIs, and Expense Reduction Analysis
Monthly SME Podcast/Q&A/Webinar
Remote CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Get Started
Custom
(Paid Monthly)
(Paid Annually)
Annual Revenues
$1mm+
Bookkeeping
Dedicated bookkeeper and CPA for quick questions
Custom chart of accounts
Cash / Modified Acct method
5th of Month Financials delivered
Consulting
How often do you want advice?
Quarterly Tax Planning
Quarterly Growth Advisory
(On your business finances)
Benchmarking, KPIs, and Expense Reduction Analysis
Monthly SME Podcast/Q&A/Webinar
Remote CFO Workbook
guarantee
Date or Free
Tax preparation
Business Federal and State
Personal Federal and State
Audit Support
Get Started