Business Certifications
Business Certifications
Enhance Your Business’s Credibility & Opportunities
Obtaining the right certifications can open up new opportunities and enhance your business’s credibility. Our business certification services guide you through the process of obtaining the necessary certifications to help your business grow and succeed.
Why Choose Our Business Certification Services
Expertise in a wide range of business certifications
Tailored solutions for businesses of all sizes
Comprehensive support from application to approval
Subscription and a la carte options
Dedicated
Portal
Women Owned Business Certificates
Our Business Certification Process
Initial Consultation
We discuss your bookkeeping needs and develop a customized plan.
Research and Preparation
Application Submission
Track
Follow-Up
Renewing Approval
Pricing & Packages
Your financial freedom Starts here
2 Week Free Trial included for all new members!
Basic
For small business
$299/monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Popular
Pro
For Small Businesses
$549/monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Enterprise
For Corporations and Non-Profits
$999/monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Custom
Best for Corporate Enterprises & Franchises
$ Call for the price
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Not sure which plan you need? Let us help you
Features
Basic $299
For Growing Businesses, Soloprenuers & Freelancers
Pro $549
For Small Businesses
Enterprise $999
For Corporations and Non-Profits
Custom
Best for Corporate Enterprises & Franchises
Qualifying Revenue
$0 - $250k
$251k - $500k
$501k - $1M
$1M+
Bookkeeping Services
Individual Tax Preparation and Filing for owners and employees
Payroll Processing
1 person
2 - 5 people
6 - 10 people
11+ people
Financial Statement Preparation
Beneficial Ownership Information (BOI) Report Preparation
Tax Strategy
Startup Advisory Services
Annual
Quarterly
Monthly
Financial Planning and Analysis
Corporate Tax Consulting
State Sales & Use Tax
Tax Resolution Services
Government Contracting Assistance
Business Certifications
Virtual CFO Services
Inventory Management
Real Estate and Property Accounting
Basic
For Growing Businesses, Soloprenuers & Freelancers
$199/monthly
What’s included
- Up to $40,000 in Expenses
- Secure Portal with Document Storage
- Automatic transaction import
- Quarterly Reports
- P&L, balance sheet, and cash flow statements
Pro
For Small Businesses
$299/monthly
What’s included
- Up to $60,000 in Expenses
- Custom reporting
- Month End Close with Bank/Credit Card Reconciliation
- Financial statement creation and delivery
- Supporting schedules
Enterprise
For Corporations and Non-Profits
$299/monthly
What’s included
- Up to $80,000 in Expenses
- Monthly reconciliation delivered to your inbox
- Inventory tracking
- Multiple entity support
- Support for classes, departments, or locations
Features
Basic $199
For Growing Businesses, Soloprenuers & Freelancers
Pro $299
For Small Businesses
Enterprise $399
For Corporations and Non-Profits
Expenses
Up to $40,000
Up to $60,000
Up to $80,000
Secure Portal with Document Storage
Automatic transaction import
Quarterly Reports
P&L, balance sheet, and cash flow statements
Payroll and balance sheet reconciliation
Connections to financial institutions including: banks, credit cards, and payment processors
Chart of accounts
Billable expenses
Business App Integrations
Full, on-demand access to Quickbooks or Xero accounting software
Custom reporting
Month End Close with Bank/Credit Card Reconciliation
Multiple currency support
Financial statement creation and delivery
Supporting schedules
Monthly phone reviews
Expedited books delivery
Special transactions including: bills, invoices, checks and reimbursements
Monthly reconciliation delivered to your inbox
Inventory tracking
Multiple entity support
Support for classes, departments, or locations
Priority support
Guidance from a dedicated success manager
Annual income tax filing for businesses (partnerships, S corps, C corps)
Basic
For Growing Businesses, Soloprenuers & Freelancers
$99/monthly
What’s included
- Up to 2 Accounts connected
- Quarterly Bank Reconciliations.
- Quarterly Credit Card Reconciliations.
- Quarterly Financial Reports and Customized Reports for analysis.
- Balance Sheet
Pro
For Small Businesses
$199/monthly
What’s included
- Up to 4 Accounts connected
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Monthly Financial Reports and Customized Reports for analysis.
- Chart of Accounts Reconciliations
Enterprise
For Corporations and Non-Profits
$299/monthly
What’s included
- Up to 6 Accounts connected
- Accounts Payable Analysis
- Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
- Unlimited Support and training
Features
Basic $99
For Growing Businesses, Soloprenuers & Freelancers
Pro $199
For Small Businesses
Enterprise $299
For Corporations and Non-Profits
Accounts connected
Up to 2
Up to 4
Up to 6
Quarterly Bank Reconciliations.
Quarterly Credit Card Reconciliations.
QuarterlyQuarterly Financial Reports and Customized Reports for analysis. Reports
Balance Sheet
Profit & Loss
Review Bank Statement
Balance Bank Accounts
General Ledger Entries
Cash Flow
Irregularities Discovery
Monthly Bank Reconciliations.
Monthly Credit Card Reconciliations.
Monthly Financial Reports and Customized Reports for analysis.
Chart of Accounts Reconciliations
Financial Statements Analysis
Bill and Bill Payment Assistance.
Accounts Receivables Analysis
Accounts Receivables Analysis
Accounts Payable Analysis
Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
Unlimited Support and training
Monthly Revision
Sales Tax Form Preparation
Unlimited Q&A to our Firm for any type of tax consultation and planning.
Adjust Prepayments
Basic
For Small Businesses
$245 /monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Popular
Pro
For Small Businesses
$495 /monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Enterprise
For Corporations and Non-Profits
$945 /monthly
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Custom
Best for Corporate Enterprises & Franchises
$ Call for the price
What’s included
- Bookkeeping Services - $0 - $250K
- Individual Tax Preparation and Filing
- Payroll Processing (1 person)
- Financial Statement Preparation
Not sure which plan you need? Let us help you
Features
Basic $245
For Growing Businesses, Soloprenuers & Freelancers
Pro $495
For Small Businesses
Enterprise $945
For Corporations and Non-Profits
Custom
Best for Corporate Enterprises & Franchises
Qualifying Revenue
$0 - $250k
$251k - $500k
$501k - $1M
$1M+
Bookkeeping Services
Individual Tax Preparation and Filing for owners and employees
Payroll Processing
1 person
2 - 5 people
6 - 10 people
11+ people
Financial Statement Preparation
Beneficial Ownership Information (BOI) Report Preparation
Tax Strategy
Startup Advisory Services
Annual
Quarterly
Monthly
Financial Planning and Analysis
Corporate Tax Consulting
State Sales & Use Tax
Tax Resolution Services
Government Contracting Assistance
Business Certifications
Virtual CFO Services
Inventory Management
Real Estate and Property Accounting
Basic
For Growing Businesses, Soloprenuers & Freelancers
$199/monthly
What’s included
- Up to $40,000 in Expenses
- Secure Portal with Document Storage
- Automatic transaction import
- Quarterly Reports
- P&L, balance sheet, and cash flow statements
Pro
For Small Businesses
$299/monthly
What’s included
- Up to $60,000 in Expenses
- Custom reporting
- Month End Close with Bank/Credit Card Reconciliation
- Financial statement creation and delivery
- Supporting schedules
Enterprise
For Corporations and Non-Profits
$299/monthly
What’s included
- Up to $80,000 in Expenses
- Monthly reconciliation delivered to your inbox
- Inventory tracking
- Multiple entity support
- Support for classes, departments, or locations
Features
Basic $199
For Growing Businesses, Soloprenuers & Freelancers
Pro $299
For Small Businesses
Enterprise $399
For Corporations and Non-Profits
Expenses
Up to $40,000
Up to $60,000
Up to $80,000
Secure Portal with Document Storage
Automatic transaction import
Quarterly Reports
P&L, balance sheet, and cash flow statements
Payroll and balance sheet reconciliation
Connections to financial institutions including: banks, credit cards, and payment processors
Chart of accounts
Billable expenses
Business App Integrations
Full, on-demand access to Quickbooks or Xero accounting software
Custom reporting
Month End Close with Bank/Credit Card Reconciliation
Multiple currency support
Financial statement creation and delivery
Supporting schedules
Monthly phone reviews
Expedited books delivery
Special transactions including: bills, invoices, checks and reimbursements
Monthly reconciliation delivered to your inbox
Inventory tracking
Multiple entity support
Support for classes, departments, or locations
Priority support
Guidance from a dedicated success manager
Annual income tax filing for businesses (partnerships, S corps, C corps)
Basic
For Growing Businesses, Soloprenuers & Freelancers
$99/monthly
What’s included
- Up to 2 Accounts connected
- Quarterly Bank Reconciliations.
- Quarterly Credit Card Reconciliations.
- Quarterly Financial Reports and Customized Reports for analysis.
- Balance Sheet
Pro
For Small Businesses
$199/monthly
What’s included
- Up to 4 Accounts connected
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Monthly Financial Reports and Customized Reports for analysis.
- Chart of Accounts Reconciliations
Enterprise
For Corporations and Non-Profits
$299/monthly
What’s included
- Up to 6 Accounts connected
- Accounts Payable Analysis
- Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
- Unlimited Support and training
Features
Basic $99
For Growing Businesses, Soloprenuers & Freelancers
Pro $199
For Small Businesses
Enterprise $299
For Corporations and Non-Profits
Accounts connected
Up to 2
Up to 4
Up to 6
Quarterly Bank Reconciliations.
Quarterly Credit Card Reconciliations.
QuarterlyQuarterly Financial Reports and Customized Reports for analysis. Reports
Balance Sheet
Profit & Loss
Review Bank Statement
Balance Bank Accounts
General Ledger Entries
Cash Flow
Irregularities Discovery
Monthly Bank Reconciliations.
Monthly Credit Card Reconciliations.
Monthly Financial Reports and Customized Reports for analysis.
Chart of Accounts Reconciliations
Financial Statements Analysis
Bill and Bill Payment Assistance.
Accounts Receivables Analysis
Accounts Receivables Analysis
Accounts Payable Analysis
Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
Unlimited Support and training
Monthly Revision
Sales Tax Form Preparation
Unlimited Q&A to our Firm for any type of tax consultation and planning.
Adjust Prepayments
Trusted by 2,000+ clients just like you
Let our clients do the talking
Leticia Kutch
Sapiente occaecati exercitationem quasi eum corporis sit. Aut consectetur maxime debitis quam voluptatem aut consequatur voluptatum.
5.0/5.0 rating
Leticia Kutch
Sapiente occaecati exercitationem quasi eum corporis sit. Aut consectetur maxime debitis quam voluptatem aut consequatur voluptatum.
5.0/5.0 rating
Leticia Kutch
Sapiente occaecati exercitationem quasi eum corporis sit. Aut consectetur maxime debitis quam voluptatem aut consequatur voluptatum.
5.0/5.0 rating
You’re a click away from financial clarity book your call today.
During our 15 minute Financial Clarity Call, you’ll experience the clarity that comes with knowing your next step(s) when it comes to your financial goals.
Don’t miss a thing —get up to 10% off your first order!
Enter your email and you’ll get an exclusive discount on your first order and be one of the first to receive our monthly GOALS E-series launching in November 2024.