Pricing & Services
Your business deserves clarity, control, and a financial partner who grows with you. Whether you’re a solo entrepreneur, a growing business, or an established company, our tiered service plans give you exactly what you need, without paying for what you don’t. Explore our Essential, Growth, and Pro packages to find the plan that fits your business, so you can focus on what you do best while we handle the numbers.
Need something outside the box?
We also offer flexible, custom solutions for businesses or individuals with unique or one-off financial needs. Custom projects are available by request, with a minimum starting investment of $250 to ensure you get the attention and expertise your business deserves.
Tax Services
Filing personal or personal + business taxes doesn’t have to be stressful. We handle the tricky stuff, maximize your deductions, and make sure everything’s done right. Tax services start at just $250, and we make it simple to get started. Click below and let’s get your taxes done.
Stress-Free Accounting, Month After Month
Running a business is hard enough, your bookkeeping shouldn’t be. Our full-service monthly package options give you everything from bank reconciliations to financial reporting, so you can focus on growing your business while we handle the numbers. Choose the plan that fits your needs and let us keep your finances on track, every month.
Essential
$500/Month
or $250 every 2 weeks
Financial clarity & control for solo business owners.
Includes:
Monthly bookkeeping & bank reconciliation
Accounts payable & receivable (limited to 50 transactions)
Monthly Profit & Loss & Balance Sheet
Customized tax planning
Quarterly tax projections & estimated taxes
Payroll processing (up to 5 employees)
Email support within 48 hours
Unlimited CPA consultations
Growth
$1,000/Month
or $500 every 2 weeks
Take your business to the next level with advanced insights.
Includes:
Everything in Essential
Unlimited accounts payable & receivable
Payroll processing (up to 10 employees)
Monthly cash flow & budgeting analysis
Quarterly tax planning & strategy sessions
Email support within 24 hours
Expense categorization & vendor management
Pro
$1,500/Month
Or $750 every 2 weeks
Full financial management & strategic advisory for established businesses.
Includes:
Everything in Growth
Advanced reporting and KPI dashboards
Cash flow forecasting & scenario planning
Monthly strategy meetings
Full payroll management
Tax representation for audits
Retirement & benefit planning
Custom Solutions
If your needs don’t fit one of our standard packages we offer tailored solutions designed around your specific situation.
Custom projects and tax filing requests start at a minimum investment of $250, ensuring you receive dedicated attention, accurate filings, and expert support. This option is ideal for individuals or businesses seeking one-time services or specialized assistance outside of ongoing monthly plans.
Use this option if you:
Have a one-time or custom financial request
Want pricing or next steps before scheduling a call
Don’t need ongoing monthly services
Submit your information using the secure form below, and we’ll review your request and follow up with next steps or a personalized quote.