Packages
Customized Services for Every Stage of Your Business
Features
- Ideal For
- Bookkeeping Volume
- Bank Accounts & Cards
- Financials Delivery
- Payroll (W-2)
- Contractors (1099)
- Payroll Taxes & W2s
- Time Tracking
- Tax Projections
- Tax Planning Meetings
- KPIs & Forecasting
- CFO Strategy Meetings
- Cash Flow Forecasting
- Job Costing / Industry Reports
- Support Level
- Bilingual Support
- Guarantees
- Bonuses
- Audit Assistance
- State and IRS Correspondence
- Recommended Revenue Ranges
Starter
- Small businesses
- Up to 100 transactions
- Up to 2 / 2
- By the 15th
- Up to 5 employees
- Up to 5 included
- Quarterly & year-end
- Basic setup
- Quarterly
- Annual (30 min)
- Unlimited text
- Clean books, on-time, payroll
- WhatsApp group, mini reports
- Saif Payroll Reporting
- Translate documents
- 50K-350K
Growth
- Growing teams
- Up to 300 transactions
- Up to 4 / 4
- By the 15th
- Up to 10 employees
- Up to 15 included
- Quarterly & year-end
- Enhanced setup
- Quarterly + planning
- Quarterly
- Quarterly
- Quarterly (45–60 min)
- Templates only
- Priority support
- Same + clarity guarantee
- Classes, templates, community
- Saif Payroll Reporting GL Audit electronically Worker's Comp Audit submission
- Translate documents Contact Local and State Authorities
- 350K-750K
Executive
- CFO & tax strategy
- Unlimited transactions
- Unlimited
- By the 10th
- Unlimited employees
- Unlimited
- All filings + audits
- Advanced automation
- Monthly CPA-led strategy
- Monthly
- Monthly (full CFO)
- Monthly (60–90 min)
- Weekly / Monthly 30-60-90
- Fully customized
- 24-hour response guarantee
- 5 executive guarantees
- Planning day, benchmarking, CFO dashboard
- Saif Payroll Reporting GL Audit electronically Workers' Comp in-person Audit assistance
- Translate documents POA on state and IRS matters
- 750K-1M+
Customized Services for Every Stage of Your Business
- Small businesses
- Up to 100 transactions
- Up to 2 / 2
- By the 15th
- Up to 5 employees
- Up to 5 included
- Quarterly & year-end
- Basic setup
- Quarterly
- Annual (30 min)
- Unlimited text
- Clean books, on-time, payroll
- WhatsApp group, mini reports
- Saif Payroll Reporting
- Translate documents
- 50K-350K
- Growing teams
- Up to 300 transactions
- Up to 4 / 4
- By the 15th
- Up to 10 employees
- Up to 15 included
- Quarterly & year-end
- Enhanced setup
- Quarterly + planning
- Quarterly
- Quarterly
- Quarterly (45–60 min)
- Templates only
- Priority support
- Same + clarity guarantee
- Classes, templates, community
- Saif Payroll Reporting GL Audit electronically Worker's Comp Audit submission
- Translate documents Contact Local and State Authorities
- 350K-750K
- CFO & tax strategy
- Unlimited transactions
- Unlimited
- By the 10th
- Unlimited employees
- Unlimited
- All filings + audits
- Advanced automation
- Monthly CPA-led strategy
- Monthly
- Monthly (full CFO)
- Monthly (60–90 min)
- Weekly / Monthly 30-60-90
- Fully customized
- 24-hour response guarantee
- 5 executive guarantees
- Planning day, benchmarking, CFO dashboard
- Saif Payroll Reporting GL Audit electronically Workers' Comp in-person Audit assistance
- Translate documents POA on state and IRS matters
- 750K-1M+
