True Balance Consulting
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True Balance Consulting
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ACCOUNTING & BOOKKEEPING

LAUNCH PLAN

$200+ per month

Perfect for solopreneurs and small teams getting off the ground.


  • Monthly bookkeeping
  • Categorization of up to 100 transactions
  • Reconciliation of up to 2 bank or credit accounts
  • Basic financial statements (P&L, Balance Sheet)
  • Email support
  • Secure document storage
     

Ideal for:

  • Freelancers & contractors
  • Early-stage startups
  • Side hustles online tax services bookkeeping and tax services accounting consultant

MOMENTUM PLAN

$400+ per month

Built for growing businesses that need more support and insights.


  • Everything in the Launch Plan, plus:
  • Categorization of up to 300 transactions
  • Reconciliation of up to 4 bank or credit accounts 
  • Quarterly financial review with insights
  • Accounts receivable & payable tracking
  • Tax-ready financial reporting


Ideal for:

  •  Small businesses with steady revenue
  • Teams with part-time staff or contractors
  • Businesses preparing for funding or growth online tax services bookkeeping and tax services accounting consultant

LEGACY PLAN

$975+ per month

Designed for growing businesses seeking enhanced support.


  • Everything in the Momentum Plan, plus:
  • Categorization of up to 300 transactions 
  • Reconciliation of up to 4 bank or credit accounts
  • Quarterly financial reviews with actionable insights
  • Accounts receivable and payable management
  • Tax-ready financial reporting
  • Priority email support
     

Ideal for:

  • Small businesses with consistent revenue
  • Teams with part-time staff or contractors
  • Companies preparing for funding or expansion online tax services bookkeeping and tax services accounting consultant


CONSULTING

BASE PLAN

$500+ per month

Ideal for startups and new ventures seeking a strategic, stress-free launch.

 

  • Business entity formation and state registration
  • Federal EIN (Employer Identification Number) application
  • Business tax license registration assistance
  • Review of foundational business documents
  • Chart of accounts setup tailored to your operations

Ideal for:

  • Entrepreneurs launching their first business 
  • Freelancers formalizing operations 
  • Founders seeking a clean, strategic setup from day one online tax services bookkeeping and tax services accounting consultant

ADVANCE PLAN

$1000+ per month

Brings more structure, clarity, and strategy to growing businesses.  

 

  • Includes everything in the Base Plan, plus:
  • Business model review with strategic feedback
  • Operations and workflow assessment
  • Basic KPI setup and goal alignment
  • Customized chart of accounts setup
  • Financial systems + tool recommendations 
  • Light budgeting or cost analysis
  • 60-minute consulting session

Ideal for:

  • Post-setup entrepreneurs
  • Founders refining operations
  • Teams preparing for growth or funding online tax services bookkeeping and tax services accounting consultant

PINNACLE PLAN

$1500+ per month

Built for leaders ready to elevate their financial strategy. 


  • Includes everything in the Advance Plan, plus:
  • Monthly 1:1 financial strategy sessions
  • Cash flow forecasting and scenario planning
  • Custom dashboards and KPI tracking
  • Real estate or investment portfolio support
  • Dedicated account manager
  • Priority support via phone, email & video

Ideal for:

  • CEOs & business owners scaling operations
  • Multi-entity businesses
  • Investors and real estate portfolio managers online tax services bookkeeping and tax services accounting consultant

TAX PREPARATION & FILING

COMPLIANCE FILING

Starting at $250

  • Federal and state income tax filing (business and payroll)
  • Quarterly estimated tax payment guidance and submissions
  • Sales tax preparation and filing online tax services bookkeeping and tax services accounting consultant


PERSONAL TAX FILING

Starting at $550

  • Tax Return Preparation
  • Tax Liability Reduction
  • Retirement Planning
  • Investment Planning online tax services bookkeeping and tax services accounting consultant



BUSINESS TAX FILING

Starting at $750

  •  Business tax return preparation
  • Strategic planning for business structure and tax efficiency
  • Optimization of deductions and tax credits
  • Retirement plan guidance for business owners
  • Cash flow review and management strategies
  • Payroll tax planning and compliance insights online tax services bookkeeping and tax services accounting consultant


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