Pricing
Customized expert solutions, tailored to your business needs.
Find a plan that’s right for you
Booster
Perfect for new and small businesses looking to establish themselves
Starting from
$249/mo
- Personalized support
- Cash flow statements
- Access to live insights
- Dedicated Bookkeeper
- Accrual and cash basis
- Profit & Loss & balance sheet
Accelerator
For growing small businesses who need extra support
Starting from
$499/mo
- Everything in Booster
- Priority support
- Income Tax Support
- Payroll Reconciliation
- Expedited books delivery
- Monthly CPA Phone Reviews
Corporate
Best for large and established businesses
Starting from
Custom
- Everything in Accelerator
- Dedicated CPA
- Multiple entities
- Revenue Projections
- Inventory Management
- Industry standard financials
Payroll Essentials
Perfect for new businesses looking to establish themselves
Starting from
$99/mo
- Online Full Service Payroll
- Direct Deposit or Check
- Payroll for up to 5 employees
- Dedicated Payroll Specialist
- 24/7 Email Support
- Automatic W-2s and 1099s
- Up to 5 efiled 1099s
Payroll Pro
For growing small businesses who need extra support
Starting from
$199/mo
- Everything in Essentials
- CPA Engagement
- Up to 15 employee payroll
- Employee Portal
- Priority support
- Monthly consultation
- Up to 15 efiled 1099s
Payroll Enterprise
Best for large and established businesses
Starting from
Custom
- Everything in Payroll Pro
- Dedicated CPA
- Unlimited employee payroll
- Custom Analytics
- CPA Reviewed 401(k) plans
- Workers’ comp administration
- Custom efiled 1099s amount
CFO Monthly Support
Expert CFO support to scale your business
Starting from
$849/mo
- Custom CFO support
- Finance and business metric updates
- Financial monthly rolling forecasts
- Small Business Relief
- Monthly conference calls
- Licensed CPA
CFO Accelerated Support
Ongoing, dedicated CFO support to accelerate your growth
Starting from
$1749/mo
- Personal CFO Consultation
- Revenue projections
- COGS budget
- Payroll budget
- Weekly conference calls
- Licensed CPA
Wisdom Tax Basic
Expert CFO support to empower your growth
Starting from
$1250/yr
- Tax support for S Corps, C Corps, and LLCs
- Federal corporate income tax filing
- State & city corporate income tax filing
- Your tax return filed by licensed CPA
- Dedicated tax accountant
- Free tax extension
Wisdom Tax Pro
Reports crucial to empower your business growth
Starting from
$2495/yr
- Everything in Basic plan
- Dedicated CPA
- 1099–MISC/NEC filing (75 included)
- Complex K-1s
- Tax support for entities with foreign subsidiaries
- COGS budget
- Profit sharing plan
Wisdom Tax Deluxe
Reports crucial to empower your business growth
Starting from
Custom Plan
- Everything in Pro plan
- Additional jurisdiction tax filing
- Revenue projections
- Business Strategy
- Employee 401K Plans
- 24/7 Prompt Tax Support
- Complex Financial Statements
Wisdom is your partner
We help set up software integrations related to bookkeeping (QuickBooks Online, Gusto, Expensify, Bill.com, Stripe, and others).
We can help you select a vendor for payroll, reimbursement, or billing.
We identify opportunities to streamline your company’s bookkeeping processes and tools.
We coordinate with your tax preparers or outside CFO services.
Let's Grow Your Business, Together!
We combine highly qualified bookkeepers, payroll specialists, and CPAS with technology to accelerate your business growth.
