| Package Name | Launch | Thrive | Strategic |
|---|---|---|---|
| Suggested Revenue | $250K–$600K | $600K–$1M | $1M–$2M |
| QBO Weekly Categorization | ✓ | ✓ | ✓ |
| Monthly Bank & CC Reconciliation | ✓ | ✓ | ✓ |
| Monthly Financial Review Video | — | ✓ | ✓ |
| Monthly Financial Statements Delivery Date | End of Month | 20th | 15th |
| Business & Personal Tax Returns | ✓ | ✓ | ✓ |
| Salary Optimized for Tax Savings | — | ✓ | ✓ |
| IRS Notice Responses On Returns We Prepared (Not Audits) | — | ✓ | ✓ |
| Key Metrics Compared to Industry Norms | — | — | ✓ |
| Payroll Packages - Add-On | Add-On – See Below | Add-On – See Below | Add-On – See Below |
| Quarterly Estimated Tax Calculations | Safe Harbor Based On Prior Year Tax | Actual Projected Tax | Actual Projected Tax |
| Advisory Meeting Frequency (1 Hour via Zoom) | Annual Strategy Session (1 Meeting) | Quarterly Business Check-In (4 Meetings) | Monthly Advisory (12 Meetings) |
| Communication Options | Karbon / Email | Karbon / Email / Telephone | Karbon / Email / Telephone |
| Response Time | 5 Business Days | 3 Business Days | 2 Business Days |
| Monthly Fee (Starting) | $750/mo | $1,350/mo | $2,550/mo |
| New Client Inquiry | New Client Inquiry | New Client Inquiry |
| Number Of Employees | Weekly | Bi-Weekly |
|---|---|---|
| 1-5 Employees | $260/mo | $170/mo |
| 6-10 Employees | $320/mo | $200/mo |
| 10+ Employees | Contact Us | Contact Us |