Pricing

starting at

Compliance

$2,400

Tax Readiness & Oversight

Expert service to help business and individuals with the basics to stay compliant through tax season.

Bookkeeper

$500/m

Bookkeeping & Compliance

Accurate bookkeeping & compliance support to keep your financials organized, reconciled, and audit-ready.

Partner

$999/m

Full-Service Accounting & Tax

Structured financial oversight to improve reporting, manage cash flow, and support confident decision-making.

Tax CFO

$2,999/m

Financial & Tax-minded Oversight

Comprehensive accounting, tax strategy, and advisory services for long-term growth and profitability.

Bookkeeping & Monthly Reports
Tax prep & Planning - Included
1099s, Payroll, etc. - Included
Phone & E-mail Support + Secure Portal
12-Month Commitment
Financial Oversight
Strategic Meetings - Bi-monthly
Cash Flow, Budgeting, & Op Advisory

*Pricing does not include other fees or commissions (e.g., payroll fees, software subscriptions).

*Additional planning fees may apply for large or complex implementations.

*Tax Prep & Planning Package includes support for one business tax return and one personal tax return.

Our Pricing

Pricing

Compliance

$ 1 /m

Tax Readiness and Oversight

Foundational compliance and oversight for businesses and individuals who handle their own bookkeeping but want expert guidance to stay organized, tax-ready, and fully prepared for year-end returns.

Bookkeeper

$ 1 /m

Bookkeeping & Compliance

Accurate bookkeeping & compliance support to keep your financials organized, reconciled, and audit-ready.

Controller

$ 1 /m

Reporting & Insights

Structured financial oversight to improve reporting, manage cash flow, and support confident decision-making.

✔ Bookkeeping & Monthly reports
✔ Tax prep & Planning - Estimation + Add-ons
✔ 1099s, Payroll, etc. Add-ons Available
✔ 1099s, Payroll, etc. Included
✔ Phone & E-mail Support
✔ 90-Day Cancellation Notice
✔ Financial Oversight of Systems & Controls
✔ Strategic Meetings - Semi-annually

Advisor

$ 1 /m

Full-Service Accounting, Tax, and Advisory

Comprehensive accounting, tax strategy, and advisory services for long-term growth and profitability.

✔ Bookkeeping & Monthly reports
✔ Tax prep & Planning - Included
✔ 1099s, Payroll, etc. Add-ons Available
✔ 1099s, Payroll, etc. Included
✔ Phone & E-mail Support
✔ Month-to-Month Contract
✔ Financial Oversight of Systems & Controls
✔ Strategic Meetings - Quarterly
✔ Cash Flow, Pricing, & Operations Analysis

*Pricing does not include other fees or commissions (e.g., payroll fees, software subscriptions).

*Additional planning fees may apply for large or complex implementations.

*Package includes support for one business tax return and one personal tax return.

*Cleanup or catch-up bookkeeping is not included and may be quoted separately.

*Hourly billing may apply if scope or implementation time exceeds the agreed service level.

Get the Clarity Your Business Deserves

More revenue shouldn’t lead to more stress. We’ll organize your books, reduce your tax burden, and build a financial system that scales with your business.