Simple pricing. No surprises.
We price by scope, not by the hour. Most clients land on a flat monthly fee based on transaction volume, accounts, and the services they need. You know the number before you sign.
Clean books, monthly close, and reports you can trust.
- Monthly bookkeeping and reconciliation
- Chart of Accounts cleanup
- Payroll via Gusto
- Monthly financial reports
- Monthly video call
A credentialed advisor on your finance team for the decisions that drive growth.
- Cash flow planning and forecasting
- Advisory on hiring, financing, and pricing
- S-corp and entity strategy
- Weekly video call (Virtual CFO)
Proactive planning and filing, once your books are clean.
- Personal tax return from $500
- Business tax return from $1,000
- Tax planning from $1,500
Starting prices. Your final scope and number are set on a call.
Questions, answered.
We price by scope, not by the hour. Most clients land on a flat monthly fee based on transaction volume, accounts, and which services you need. You'll know the number before you sign. Packages start at the anchors above, and we confirm on a call.
Usually, yes. We take over the full function so you have one team for books, tax, and CFO work. If you have someone in-house, we'll define who owns what so nothing falls through the cracks.
Yes. Business and personal returns are connected, so we file both. Planning across the two is where most of the tax savings show up.
We work exclusively in QuickBooks Online. If you are on something else, we migrate you to QuickBooks Online and clean it up as we go. We run payroll through Gusto and connect to the banking and POS tools you already use.
Most clients are fully onboarded in two to three weeks. We pull access, reconcile, and get you to clean books fast, then settle into a monthly rhythm.