Clear, Fixed-Rate Plans
Expect Excellence, Not Extra Fees
Choose the perfect match for your business structure with our tailored annual plans for Sole Proprietors (LLC/PLLC) and S Corporations. Each plan promises complete financial handling from tax preparation to profit and loss analysis, reinforced by on-demand CPA access and strategic tax consultations. Embrace simplicity with a straightforward pricing model that delivers everything you need without any upsells.
We understand that each client’s financial situation is unique, whether you’re single or married filing jointly. Our CPAs are ready to provide customized tax planning tailored to your specific circumstances starting with your onboarding call. With our client portal, you have round-the-clock access to your financial data and the ability to communicate directly with your CPA whenever needed. This ensures that you always have the guidance and resources at your fingertips to make informed decisions.
Solo Practice Annual Plan
Complete Financial Management For Your Therapy Practice
All Essential Services Included
Sole Proprietor
$392/MO
$197/MO
(SAVE 49%)
Billed $2364 Annually
This Plan Includes
S Corporation
$491/MO
$259/MO
(SAVE 47%)
Billed $3108 Annually
This Plan Includes
*Limited time offer: New clients who join by April 30, 2025, will receive an exclusive bonus, a strategic session with a consultant who holds an MBA and specializes in solo practice (value $225). This session is expertly designed to enhance your client acquisition, and streamline your operations.
**Consultation calls with CPA: Alongside the initial comprehensive onboarding session, which includes an introduction, analysis, and tax planning where your past tax returns and financial information are reviewed to strategize for the year, your annual plan also includes an additional one-on-one 30-minute call with your CPA. This can be scheduled at your convenience anytime during the tax year. Should you require more dedicated time, we offer the flexibility to purchase additional 30 or 60-minute sessions as needed.
***Both Personal and Business Tax prep and filing included in the plan: Our S Corp annual plan naturally includes both personal and business tax preparation and filing, mirroring our commitment to clear, fixed-rate plans. This essential service integration showcases our dedication to exceptional customer service, ensuring you have all necessary tools at your disposal without any hidden fees.
How We Optimize QuickBooks Online for Superior Financial Management
Comprehensive Categories and Reports
Detailed Income Tracking – Unraveling Complex Revenue Streams: ZT faced the challenge of managing diverse income sources, which included non-therapy revenue such as coaching, royalties, and seminars, alongside therapy income from platforms like Alma, Grow Therapy, and Headway, as well as EAP platforms like Lyra Health and Spring Health. To address this, we meticulously customized QuickBooks Online to accurately reflect each distinct income stream, as illustrated in the profit and loss statement for 2024 shown on the laptop screen. This precise categorization allowed ZT to effectively monitor and analyze each revenue type separately.
Enhanced Financial Reporting: Gaining Actionable Insights: Our solution included leveraging QuickBooks Online’s capabilities to create detailed financial reports that offer deeper insights into ZT’s financial activities. The customization allowed for the generation of reports that not only tracked financial performance by quarter but also by specific income sources, enabling ZT to make informed strategic decisions based on comprehensive data analysis.
Customization and Control: Tailoring Solutions to Fit Your Needs: We can apply the same level of customization to your therapy practice, allowing for detailed tracking and analysis of your own unique income sources. By configuring QuickBooks Online to suit the specific structure of your business, we empower you with the tools to maintain control over your financial landscape, ensuring that every segment of your practice is optimized for success and growth.
Just as we helped ZT streamline their financial processes and gain a clearer understanding of their economic environment, we can do the same for you. Let us help you transform your practice’s financial management with tailored solutions that provide clarity, control, and the ability to drive strategic business decisions.
A La Carte
|
SERVICE TYPE |
PRICE |
|
Personal Income Tax Prep & Filing with Unlimited State Tax Filing (included in plan) |
$500 |
|
Business Income Tax Prep & Filing with Unlimited State Tax Filing (included S corp plan) |
$980 |
|
30 Minutes One-on-One CPA Consultation (1 session included in plan) |
$175 |
|
60 Minutes One-on-One CPA Consultation |
$350 |
|
30 Minutes One-on-One MBA Business Strategy Consultation (1 session included in plan) |
$225 |
|
Comprehensive onboarding session including introduction, analysis, and tax planning where your past tax returns and financial information are reviewed to strategize for the year. (included in plan) |
$550 |
|
Monthly Bookkeeping Done for You (included in plan) |
$1188 |
|
Monthly financial updates and reports that summarize your account balances, profit & loss, and cash flow (included in plan) |
$480 |
|
Quarterly Tax Estimates and Payment Reminders (included in plan) |
$700 |
|
S Corp Readiness Evaluation and Election Support (included in plan) |
$400 |
|
Form 2553 Filing (included in plan) |
$175 |
|
Catchup bookkeeping to beginning of the tax year |
$99/mo |
|
Complete Business Registration Support: We help you fill out all necessary forms to become a business in your state including helping you receive an EIN, registering the name of your business with your state, etc. |
$400 |
|
Retirement plan selection and setup: Get assistance from a Helpful CPA in selecting and setting up your ideal retirement plan, tailored to your retirement goals and tax needs. |
$550 |
|
Payroll Setup & Management on Gusto: We help you set up a personalized payroll account with Gusto. You are responsible for Gusto subscription fee of $40 +$6 per employee. With seamless two-way integration between Gusto and QuickBooks Online, your payroll and accounting will stay perfectly synced. (included in plan) |
$350 |
|
Reasonable Salary Determination (included in S corp plan) |
$225 |
|
File an Extension (included in plan) |
$65 |