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Pricing
Simple, transparent plans that scale with your business.
Plans & pricing
Simple, transparent plans that scale with your business. Choose the level of support that fits where you are today.
Foundation
$500/month
Your books, done right every month
- Monthly bank and credit card reconciliation
- Quarterly adjustments & adjusting entries
- Year-end 1099s
- Quarterly financial video review
- Email support
Most popular
Recommended plan: Outsourced Controller
$800/month
Your books plus a financial partner
- Everything in Foundation, plus:
- Quarterly financial review calls
- Accounts payable & receipt management
- Sales tax
- Quarterly financial statements
Fractional CFO
/mo
Your numbers driving your strategy
- Everything in Controller, plus:
- Monthly advisory call
- Annual budgeting & cash flow projections
- Monthly financial statements
- Coordination with your other advisors
All plans include
- A dedicated accountant who knows your business
- Secure cloud document portal
- Responsive email & phone support
- Year-round tax planning
Add-ons
Individual Tax Services$99 /mo
Run payroll, filings, and year-end forms.
Business Tax Services$250 /mo
Bring prior months current before we begin.
Payroll Services$250 /mo
Important: - Packages are tailored to your operation — we’ll recommend what fits, not what’s easiest for us. - Initial setup fee equals one month’s investment. Significant cleanup may cost more — we’ll always tell you upfront. - Most clients combine an accounting package with payroll and tax — one team, everything connected. - Software (QuickBooks, etc.) is billed at cost.