Healthy Coin PLLC

Concierge Plans

Starter

Getting the bases covered

$500

/mo
+ go live fee
I want this.
Accounting Services
  • Bookkeeping (Quarterly)
  • Know Your Numbers Report (Quarterly PDF)
  • Annual Financial Summary Report (PDF)
Tax Services
  • Business Tax Return (1120S, 1065, Sch C)
  • Individual Tax Returns (1040)
  • Estimated Tax Vouchers
Support
  • Unlimited Q&A via Email
  • Quarterly Loom Recaps with Accountant
  • Group Coaching Slot

Standard

Taking business to the next level

$1,500

/mo
+ go live fee
Sign me up for this.
Accounting Services
  • Bookkeeping (Monthly)
  • Know Your Numbers Report (Monthly PDF)
  • Annual Financial Summary Report (PDF)
  • Customized KPI Dashboard
Tax Services
  • Business Tax Return (1120S, 1065, Sch C)
  • Individual Tax Returns (1040)
  • Estimated Tax Vouchers
  • Tax Planning
Support
  • Everything in Starter plus:
  • Monthly Meetings with Accountant
  • Staff Utilization Dashboard

Scale

Scaling with strategic insights

$4,000

/mo
+ go live fee
This is what I need!
Accounting Services
  • Bookkeeping (Weekly)
  • KYN Report (PDF, Loom & Zoom Meeting)
  • Monthly Financial Summary Reports (PDF)
  • Customized (Real-Time) KPI Dashboard
  • 7-Step Maximize Your Profit Plan
Tax Services
  • Business Tax Return (1120S, 1065, Sch C)
  • Individual Tax Returns (1040)
  • Estimated Tax Vouchers
  • Tax Planning & Strategy
Support
  • Everything in Professional plus:
  • Weekly Meetings with Accountant
  • Systems & Workflow Support

Starter

Your annual investment is:

$6,000

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:

$18,000

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 48,000

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000
"I do my own bookkeeping & payroll, but tax law scares me"

Tax Preparation

The Spector

Individual contributor in the mental health space with W-2 or 1099 income.

$750

Sign up now

The Danbury

Solo practice owner with Schedule C business activity

$1,000

Sign up now

The Keating

Group practice with Schedule C business activity

$1,500

Sign up now

The Whistledown

Solo practice owner with S-corporation and owner W-2 payroll

$2,000

Sign up now

The Pope

Group practice with S-corporation and staff W-2 payroll

$3,000

Sign up now

The Pearson

Group practice with partnership and staff W-2 payroll

$3,500

Sign up now

The Reddington

Add on for catch up bookkeeping

$300/mo

Include this

The MFJ

Add on for Inclusion of spouse on taxes

$250

Include this

The Liam

Add on for prior year error corrections

$800+

Include this

Starter

Your annual investment is:

$4,800

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000
"I have a tax pro, just need to outsource bookkeeping"

Bookkeeping

Quarterly Books

Deliver every 90 days

$1,000

/ quarter
Sign up now

Monthly Books

Delivery every 30 days

$400

/ month
Sign up now

Weekly Books

Delivery every 7 days

$100

/ week
Sign up now

Starter

Your annual investment is:

$4,800

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000
"I don't need services, I just need support"

Time

30 Minutes

Accounting Support

$100

Schedule now

30 minutes

Tax Support

$100

Schedule now

Just one thing

0:15

$25

Get answered

30 Minutes

Strategic Guidance

$200

Schedule now

60 minutes

Strategic Guidance

$400

Schedule now

Half Day

Strategic Guidance

$1,600

Schedule now

Starter

Your annual investment is:

$4,800

I want this!
Compared to: $33,500
  • Bookkeeper: $30,000
  • Tax Preparer: $1,500
  • CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!
Compared to: $77,000
  • Accountant: $70,000
  • Tax Preparer: $3,000
  • CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!
Compared to: $128,500
  • Controller: $110,000
  • Tax Strategist: $7,500
  • Profitability CPA: $10,000

Frequently asked questions

Can I speak to a current client of yours?

Absolutely! We're only as good as the value we create for our clients and welcome the idea of you discussing what a partnership with our firm looks like.

How responsive are you?

We have a 48 hour rule. We strive to reply to all client inquiries in less than 48 hours. Our average response time is 2 hours.

Am I locked into a long-term contract?

No. We'd hate to see you go, but understand needs change. You can cancel anytime you like.

Do you use engagement letters?

Yes. Every client of ours has one. It spells out our responsibilities and what you can expect from us.