Pricing & Engagement Options

We don’t sell accounting tasks. We help business owners sleep better, keep more of what they earn, and make confident financial decisions.

Choose the level of support that matches where you are today and grow into the next level as your business evolves.

Accounting & Financial Oversight

Core

Clean Books. No Surprises.

Starting at $650 / month

  • ✓ Monthly bookkeeping and reconciliations
  • ✓ Clear, tax-ready financial statements
  • ✓ Consistency and accuracy year-round
  • ✓ Email support for routine questions
Outcome:

You know your numbers and nothing is quietly breaking behind the scenes.

Connect

Clarity, Oversight, and Direction

Starting at $1,500 / month

  • ✓ Everything in Core
  • ✓ Ongoing review and financial oversight
  • ✓ Issue identification and resolution
  • ✓ Quarterly strategy check-ins
Outcome:

You stop guessing. You understand what’s happening in your business and why.

Concierge

A Financial Partner, Not Just a CPA

Starting at $3,000+ / month

  • ✓ Everything in Connect
  • ✓ Cash flow forecasting and projections
  • ✓ Strategic guidance for growth decisions
  • ✓ Monthly CFO-level meetings
Outcome:

You are no longer alone with big decisions. You have a trusted financial partner.

Tax Compliance & Strategy

Core

Filed Correctly. Explained Clearly.

Starting at $1,000 / year

  • ✓ Federal and state tax return preparation
  • ✓ Accuracy-focused filing
  • ✓ Record review walkthrough
  • ✓ IRS notice assistance
Outcome:

You understand your return — not just that it was filed.

Connect

Proactive Tax Strategy

Starting at $2,500 / year

  • ✓ Everything in Core
  • ✓ Proactive tax planning strategies
  • ✓ Quarterly tax planning touchpoints
  • ✓ Estimated tax guidance
Outcome:

You stop reacting to taxes and start planning for them.

Concierge

Year-Round Tax Partner

Custom Pricing (Plus)

  • ✓ Everything in Connect
  • ✓ Monthly tax check-ins
  • ✓ Decision support for major financial moves
  • ✓ Priority access and responsiveness
Outcome:

Tax decisions are made with confidence — not fear or last-minute panic.