Navigate Your Business with Confidence

BrightTrail’s tiered service packages—TrailStart, TrailGuide, and TrailBlaze—are designed to support your business at every stage. Whether you need essential bookkeeping, bookkeeping plus tax preparation, or full advisory with proactive tax planning, each tier provides reliable, scalable financial support tailored to your goals. Choose the level of service that fits your business and let BrightTrail help you stay organized, compliant, and confidently moving forward.

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Tier 1: TrailStart

Clarity for your numbers. Time back for your work.

TrailStart gives business owners the essential bookkeeping foundation they need to stop drowning in spreadsheets and finally understand their finances. This tier keeps your books clean, categorized, and ready for decisions, so you can spend less time managing numbers and more time serving your clients.

What’s included:

  • Monthly Bookkeeping

  • Monthly Financial Statements

Starting at $150.00/month

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Tier 2: TrailGuide

We guide your path so you can stay focused on your purpose.

TrailGuide includes everything in TrailStart, plus full federal & state tax preparation. We move beyond organization to ensure compliance, accuracy, and peace of mind — removing the annual tax stress that holds so many business owners back.

Your numbers tell a story. We help you understand it… and keep more of what you earn.

What’s included:

  • Monthly Bookkeeping

  • Monthly Financial Statements

  • Monthly Estimated Taxes

  • Business Tax Return Preparation

  • Personal Tax Return Preparation

Starting at $350.00/month

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Tier 3: TrailBlaze

Unlock your time, your money, and your next level.

TrailBlaze is BrightTrail’s highest-impact tier: where bookkeeping, tax preparation, and strategic tax planning meet proactive advisory. This tier is for owners who want to maximize profit, optimize taxes, and build the business and lifestyle they actually want.

We don’t just manage your numbers, we help you use them to build wealth, stay compliant, and make smart decisions that free your time and accelerate growth.

What’s included:

  • Monthly Bookkeeping

  • Monthly Financial Statements

  • Monthly Estimated Taxes

  • Business Tax Return Preparation

  • Personal Tax Return Preparation

  • Semiannual Retirement and Tax Planning Sessions

  • Quarterly Budget and Cash Flow Forecast

  • Quarterly Business Insights

Starting at $750.00/month

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Don’t need everything in one package? - No worries

BrightTrail Accounting provides custom pricing packages based on your specific financial needs, complexity and volume. Schedule a discovery call with us and we can create a recommended service package for you that should get you on the right financial path.

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