Comprehensive Financial Management for High-Achieving Pros

For established professionals ready to elevate their financial management. The Elite Plan includes advanced services for a streamlined, compliant business.

Includes:

• Everything in the Growth Plan
• Quarterly Financial Health Checks
• Assisted Payroll Management 
• Estimated Tax Payments & Sales Tax Filing
• 1099-NEC Delivery for Contractors
• Annual Tax Planning Session ($1,500 Value)

_{Disclaimer: Our full onboarding process includes completing an intake form, signing your agreement, submitting a credit card authorization form for ongoing payments and a 30 minute onboarding session}