Services & pricing
Everything your finances need, at one flat price.
Choose a single service or a monthly package. Every engagement includes a dedicated CPA and a written, flat-fee quote.
01 Service
Bookkeeping
Accurate books are the foundation of everything else. We reconcile every account, categorize every transaction and deliver clean statements you can actually read.
- Bank & card reconciliation
- Monthly P&L and balance sheet
- Accounts payable & receivable
- Catch-up & cleanup work
- Sales tax filings
- Cloud software setup
Starting at
$650/return
Individual returns from $350. Planning included in Growth and Advisory.
02 Service
Tax preparation & planning
Filing is the easy part. The savings come from planning: choosing the right entity, timing income and expenses, and making the most of retirement and deduction strategies.
- Business & personal returns
- Quarterly estimated taxes
- S-Corp election analysis
- Multi-state filings
- IRS notice & audit support
- Back-tax resolution
03 Service
Payroll
Pay your team accurately and on time without worrying about withholding tables or filing deadlines. We handle the payroll taxes so penalties never land on your desk.
- Direct deposit
- Payroll tax filings
- W-2s & 1099s
- New-hire reporting
- Contractor payments
- Benefits deductions
04 Service
CFO advisory
Get the strategic finance support of a CFO without the six-figure salary. We turn your numbers into decisions about pricing, hiring, cash and growth.
- Monthly KPI dashboard
- Cash-flow forecasting
- Budgets & scenarios
- Pricing & margin analysis
- Financing & lender packages
- Exit & succession planning
Monthly packages
Compare packages side by side.
Most clients save money by bundling. Every package includes a dedicated CPA.
Swipe to compare packages →
| Compare | Essentials$299/mo | Most chosenGrowth$649/mo | Advisory$1,250/mo |
|---|---|---|---|
| Monthly bookkeeping & reconciliation | Included | Included | Included |
| Monthly financial statements | Included | Included | Included |
| Dedicated CPA | Included | Included | Included |
| Annual business tax return | Not included | Included | Included |
| Quarterly estimated tax planning | Not included | Included | Included |
| Payroll (up to 10 employees) | Not included | Included | Included |
| Owner's personal tax return | Not included | Not included | Included |
| Monthly CFO meeting & KPI dashboard | Not included | Not included | Included |
| Cash-flow forecast & budget | Not included | Not included | Included |
| Best for | Solo owners & side businesses | Established businesses with staff | Growing companies $1M+ |
Prices shown for businesses with up to 200 monthly transactions. Estimate your exact fee →
Free 30-minute call
Stop dreading your books. Start using them.
Tell us where things stand. We'll show you what we'd fix first and give you a flat monthly price before you commit to anything.