Books, payroll and taxes. One fee.
The Complete plan covers what most owners juggle across three vendors. Bookkeeping, payroll, sales tax, your business return, your personal return, quarterly planning and state annual reports, all with one named accountant.
Updated November 2026
What does the Complete plan include?
Each of these is a separate vendor for most small businesses. Here they share one set of books and one person.
Monthly bookkeeping
Every account reconciled and the month closed, with reports in your portal.
Payroll
Gusto or ADP run and filed, including your own S-Corp salary.
Sales tax
Returns filed in each state where you owe, nexus checked as you grow.
Your business return
Form 1065, 1120-S or 1120 and the state returns.
Your personal return
The owner's 1040 and state return, matched to the K-1.
Quarterly planning
Estimates, salary and year-end moves, reviewed every quarter.
Three vendors, or one accountant?
The money is part of it. The bigger part is that nothing falls between the cracks.
- A bookkeeper, a payroll app and a tax preparer who don't talk to each other
- Payroll and books that don't match at year end
- A rush for documents every March
- A separate bill for your personal return
- Nobody watching the whole year
- One person who knows your books, payroll and both returns
- Payroll posts straight into books that already tie out
- Returns prepared from books closed all year
- Your personal return in the same fee
- Quarterly planning, so April has no surprises
Who is the Complete plan for?
Solo freelancer with simple books? Essentials or a one-off return probably fits better, and we'll say so.
S-Corp owners
Salary, payroll, the 1120-S and your 1040 handled together.
For S-Corp ownersOwners with a team
Payroll every period, sales tax in several states, books that close.
Who we helpOwners whose books are behind
We catch up the missing months first, then take over the whole stack.
Catch-up bookkeepingComplete plan questions.
See every plan side by side on the pricing page.
Compare every planFree tools: Quarterly tax calculator, Paycheck calculator, 2026 tax brackets
What does the Complete plan cost?
It starts at $650 a month. Your quote depends on transactions, people on payroll, states and how many entities you have. You get the price in writing before we start.
Is there a contract?
No. The plan runs month to month. If you leave, we hand your books over clean.
What if my books are behind?
Catch-up is a separate one-time job, priced per month behind. We quote it with the plan so you see the full cost up front.
What if I own more than one business?
Each extra entity has its own books and return, so it changes the quote. We price the whole group together so you see one number.
How is this different from the CFO plan?
The CFO plan includes everything in Complete and adds a monthly forecast and a KPI review meeting, from $1,100 a month.
Tell us what's messy. We'll tell you what it takes.
Tell us what you need and get a fixed price before any work starts. No pressure and no contract.