Pricing

Business Pricing

Transparent Pricing Built
Around Your Business

Flat monthly rates based on your business size and the services you need.

Build Your Quote

Adjust the sliders and select services to see your estimated investment.

Annual Revenue$1.25M
$250K$5M$10M
Average Monthly Transactions150
20300600+
Services
Your Estimated
Monthly Investment
$3,600/mo
$3,600/yr
Monthly Bookkeeping$300/mo
Tax Planning
Personal Tax (1040)
Business Tax Return
Sales Tax Filing
Book Your Pricing Call

Final pricing confirmed during your consultation.
No commitment required.

Included with Every Engagement

No matter what services you choose, you always get these.

Dedicated Accountant

A real person assigned to your account, not a rotating team or chatbot.

Secure Client Portal

Upload docs, e-sign forms, and access deliverables anytime anytime.

Monthly Financial Reports

Know your numbers. We deliver clear financials so you can lead with confidence.

Unlimited Support

Call, text, or email. We’re here when you need us. We respond within 24 hours on business days.

Common Questions

How does the pricing model work?

Pricing is based on your business size and the number of monthly transactions we handle. No hidden charges.

Are there any setup fees?

Setup fees may apply depending on the scope of services chosen. We cover all details during your introduction call so there are never any surprises.

Can I add or remove services later?

Absolutely. Our service agreements are reviewed and revised annually, so you can adjust your plan as your needs evolve.

What if my transactions exceed the expected volume?

If your transaction volume changes significantly, we’ll discuss it together and find a plan that fits. Our goal is always to keep your pricing fair and transparent.

What is included in the free consultation?

A 30-minute call where we learn about your business, assess your financial needs, answer your questions, and recommend the right services for you.

What accounting software do you use?

We work primarily in QuickBooks Online. We can help you migrate from another platform.

Not sure what your business needs?

Let’s figure it out together. Book a free 30-minute consultation and we’ll recommend a plan tailored to your business.

Schedule Your Free Call
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Tell Us About Your Business

So we can make the most of our time together.

Client Introduction | Free Consultation

30m Phone call EST

You’re All Set!

Your consultation request has been sent and the booking calendar is open. Pick a time that works for you!

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