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PRICING

Simple, Transparent Pricing

Clear starting prices for every service. Your final price is confirmed after a free consultation, with no surprises.

Monthly Bookkeeping

Your monthly price depends on how many transactions your business has each month.

TRANSACTIONS / MONTH

Up to 100

$300

per month

TRANSACTIONS / MONTH

101 – 300

$450

per month

TRANSACTIONS / MONTH

301 – 500

$650

per month

TRANSACTIONS / MONTH

500+

$900

per month

Includes transaction categorizing, bank & credit card reconciliation, and monthly financial reports.

Tax & Advisory Packages

Pick the level of support that fits your business. All packages are billed annually.

Tax Advisory

Essential accounting support to maximize your tax savings.

$209 /month

✓  Access to client portal

✓  Dedicated accountant

✓  Year-round tax advice

✓  Proactive tax planning

✓  Quarterly reviews

✓  Financial planning

MOST POPULAR

Starter

Proactive tax strategy and a dedicated team to minimize what you owe.

$299 /month

✓  Personal + 1 business tax return filed

✓  Easy online filing process

✓  Bookkeeping software included

✓  Expert review before filing

✓  Proactive tax advice from experts

✓  Quarterly reviews & annual tax plan

Business Complete

Tax strategy, bookkeeping, payroll and quarterly taxes, all handled for you.

$469 /month

✓  Everything in Starter

✓  Full-service bookkeeping with a dedicated bookkeeper

✓  Payroll set up and run for you

✓  Quarterly estimated taxes calculated and tracked

Other Services

Starting prices for one-time and specialized services.

Individual Tax Return

Tax preparation, review, advice and filing.

From $1,500

Business Tax Return Package

Business tax prep, planning, payroll and 1099 support.

From $2,000

Tax Planning & Advisory

Tax strategy, cash flow planning and proactive guidance.

$1,500 – $2,000/mo

Payroll Services

Payroll processing, employee payments, W-2 and 1099 support.

Custom quote

Fractional CFO / Controller

Forecasting, budgeting, profitability and reporting.

Custom quote

Non-Profit Accounting

Non-profit tax returns, bookkeeping and catch-up work.

Custom quote

Not sure which option fits?

Final pricing depends on your transaction volume, number of entities, payroll needs and tax complexity. Book a free consultation and we will recommend the right plan for you.

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