Advanced bookkeeping for professionals with complex income, multiple accounts, and serious deduction potential.
Get Started Today Book a Free ConsultationThe Professional Plan is designed for individuals generating significant income — often from multiple sources — who need more than basic bookkeeping. You have real financial complexity: multiple accounts, W-2 and 1099 income, investment activity, or professional expenses that require meticulous tracking. This plan ensures nothing slips through the cracks.
Physicians, dentists, attorneys, and other licensed professionals with W-2 income, practice ownership, or both. Complex expense structures demand professional bookkeeping accuracy.
High-volume agents with significant commission income, marketing spend, vehicle mileage, and multiple accounts who need a detailed, organized financial picture year-round.
Highly compensated consultants, fractional executives, and C-suite professionals with multiple revenue streams who need clean, professional records for both tax and business planning.
Professionals balancing a primary career with rental income, side consulting, investment accounts, or business ownership who need all income and expenses managed in one place.
Access your full Cash Flow Statement and Profit & Loss report through our secure mobile app — updated continuously so you always know where your money is going.
We sync and balance up to 5 business bank accounts, credit cards, or investment accounts monthly — ensuring every statement matches your books perfectly.
Every transaction is categorized with precision to maximize your deductions. If we ever make a categorization error, we fix it immediately at no charge — guaranteed.
All your financial documents, receipts, and statements are organized in your secure private portal — categorized, searchable, and ready for tax preparation at a moment's notice.
Book a free 20-minute discovery call and we'll assess whether the Professional Plan is the right fit for your income level and complexity. No obligation, just a clear conversation.
Schedule a Free CallSubmit your details below and we'll be in touch within one business day to get your Professional Plan set up.