Three plans, one team. Every plan includes clean monthly books and your own live financial dashboard, updated as soon as your financials are published.
A transaction is each deposit, payment, or charge in your business bank and card accounts. Your best guess is fine.
Your books, done right every month, and a dashboard to see where you stand.
Add estimated tax payments for $150/month more.
Everything in Essentials, plus a team member who helps you understand your numbers.
One-time setup: $500
Everything in Advisor, plus monthly strategy and tax planning directly with Kika Rogers, EA.
One-time setup: $1,000
Prices shown are starting points. A team member will review your books and confirm your price before you sign anything.
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| Feature | Essentials | Advisor | Partner |
|---|---|---|---|
| Monthly bookkeeping and financials | ✓ | ✓ | ✓ |
| Live financial dashboard | Core | Expanded | Full |
| Estimated tax payments | Optional | ✓ | ✓ |
| Fractional CFO guidance | — | ✓ | ✓ |
| 1:1 financial reviews | — | Quarterly | Monthly |
| Who you meet with | — | Senior team member | Kika Rogers, EA |
| Tax Advisory and quarterly projections | — | — | ✓ |
| Year-end tax planning session | — | — | ✓ |
| Annual entity and S-corp review | — | — | ✓ |
Common questions
Each deposit, payment, or charge that runs through your business bank and credit card accounts. We confirm your count when we review your books.
Your plan is based on a three-month average, with a little room past each line. If your activity moves into a new range, we'll let you know before anything changes on your bill.
Yes, on the Essentials plan. Estimated tax payments and the Advisor and Partner plans need monthly books, so your numbers are always current when it counts.
Payroll, sales tax filing, and tax return preparation are priced separately and can be added to any plan.
Partner clients meet with Kika every month. We keep the number small so every Partner gets her full attention.
Nothing changes until we talk. Reach out to your team and we'll walk through which plan fits your business.
The next step
Tell us where your business stands today. We'll recommend a plan and confirm your price. The first consultation is free.
Small Business Services of San Antonio · 101 Business Center, 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español