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.
$350/mo
Up to $500k/yr
$500/mo
$500k – $2M/yr
$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.
$200/mo
Up to 5 employees
$300/mo
Up to 10 employees
Custom
11+ employees
Month-to-month · No setup fees · No long-term contracts
Tax Preparation
Individual and business returns, built on clean books.
$500 flat
All schedules · 1 state
From $600
Form 1065 or 1120-S
From $900
Form 1120
Month-to-month · No setup fees · No long-term contracts
CFO Advisory
Financial modeling, FP&A, and monthly strategy calls.
$500/mo
Advisory call + FP&A
$800/mo
Incl. 3-statement model
Custom
Complex / fundraising
Month-to-month · No setup fees · No long-term contracts
Bookkeeping
Every bookkeeping plan includes
Add-Ons
Optional extras
Bolt these onto any plan as needed.
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