Pricing

Every service.
One transparent price.

Flat rates across bookkeeping, payroll, tax, and CFO advisory. No hourly billing, no hidden fees, no contracts.

Monthly Bookkeeping

Full-cycle books in QBO or Xero, closed by the 15th.

See full bookkeeping details
Basic

$350/mo

Up to $500k/yr

StandardPopular

$500/mo

$500k – $2M/yr

Premium

$800/mo

$2M+ or complex

Month-to-month · No setup fees · No long-term contracts

Payroll

Gusto-powered payroll, tax filings, and W-2s. All included.

See full payroll details
Basic

$200/mo

Up to 5 employees

StandardPopular

$300/mo

Up to 10 employees

Custom

Custom

11+ employees

Month-to-month · No setup fees · No long-term contracts

Tax Preparation

Individual and business returns, built on clean books.

See full tax details
Individual 1040

$500 flat

All schedules · 1 state

Partnership / S-CorpPopular

From $600

Form 1065 or 1120-S

C-Corporation

From $900

Form 1120

Month-to-month · No setup fees · No long-term contracts

CFO Advisory

Financial modeling, FP&A, and monthly strategy calls.

See full CFO advisory details
Essential

$500/mo

Advisory call + FP&A

Full AdvisoryPopular

$800/mo

Incl. 3-statement model

Custom

Custom

Complex / fundraising

Month-to-month · No setup fees · No long-term contracts

Bookkeeping

Every bookkeeping plan includes

QuickBooks or Xero (your choice)
Bank & credit card reconciliation
Monthly P&L, balance sheet & cash flow
Secure file sharing portal
Dedicated bookkeeper
Month-to-month flexibility
IRS-compliant categorization
Year-end ready books
Onboarding support

Add-Ons

Optional extras

Bolt these onto any plan as needed.

Extra Financial Review Call$75/session
Additional State Tax Return$75–$150/state
1099 Filing (standalone)$10/contractor

FAQ

Common questions

No setup fees and no long-term contracts on any service. Everything is month-to-month. We earn your business every month through the quality of our work. Cancel anytime with 30 days' notice.

Yes — and it's seamless when you do. Because the same team handles your books, payroll, and taxes, everything is already integrated. Payroll entries flow directly into your books, and tax returns are built from the same reconciled financials. No handoffs, no duplication.

We use read-only access through your bank's official third-party system — we can see transactions but cannot move money. For QuickBooks and Xero, you'll invite us as an Accountant user. Setup takes less than 10 minutes.

We handle that with our Catch-up & Cleanup service — a flat-rate project to reconcile every outstanding period and bring your books fully current. Once clean, you roll into a monthly bookkeeping plan. Get a quote at /cleanup-quote.

Absolutely. We migrate from spreadsheets, Wave, FreshBooks, or any other platform. Our QuickBooks/Xero Setup service ($300 one-time) covers the full migration, chart of accounts setup, and a training session.

All data flows through bank-level encrypted platforms (QuickBooks, Xero, and your bank's portal). Our team signs NDAs as part of onboarding and follows strict access control and password management practices.

Still have questions?

Talk to us