Basic Plan
Get up and running quickly
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Simply send us bank statements and cancelled checks on a monthly basis. We convert that data into easy-to-understand financial statements that tell you exactly how your business is doing.
It’s ideal for small businesses and startups that use a manual check register and want a simple solution for producing financial statements, so they can track how they’re doing and use the information in preparing year-end tax returns. Just send us bank statements and cancelled checks on a monthly basis. We convert that data into easy-to-understand financial statements that tell you how your business is doing.We perform monthly bank reconciliations.We also upload P&L, Balance Sheet, GL and Bank Reconciliations to a secure online portal

This Plan includes the following:
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Corporation Tax
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Partnership Tax
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Sales tax - preparation
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Bookkeeping
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Small Business Accounting
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TPFG Insurance Exchange
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Personal Financial Plan (Owner)


Is your company in need of a better solution?
Try our Standard Plan
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