Services

Bookkeeping Plans & More!

All plans include Basic Tax Consultation, Basic Business Consulting, and our outstanding service guarantee. With us you’re not just another number on the books – you’re part of the SMA family.
Our monthly plans are month-to-month contracts with no long-term obligation

Basic Plan

Designed for Owner-Operators with No Payroll who have 1-50 transactions each month

$85 per Month

$960 One-time Annual Payment – save 5$ a month.  ($80/month)


Services Include:

• Monthly Bookkeeping Services
• Year End Tax Return Prep
    (Federal and State, if required)
• Annual Profit & Loss Statement
• Mobile App with document uploading

Premium Plan

Designed for Owner-Operators with No Payroll who have 50 – 100 transactions each month

$125 per Month

$1,1440 One-time Annual Payment – save $5 a month. ($120/month)


Services Include Basic Plan Features, PLUS:

• Monthly Profit & Loss Statement
• Profit Forecasting & Adjustments
• Premium Tax Consulting
• Premium Business Consulting

Add-on & Individual Services

Additional Services that can be added to your monthly plan or purchased individually.

Prices Vary

Contact us for a quote


• 2290 Prep & Filing
• Payroll Services
• Accounts Payables

Business Formation Paperwork

Do you need something else not listed?

Just ask us for a quote!

Want to build a custom plan?

Contact us for an estimate!