Simple, flat-rate pricing that scales with you.
Pick a plan that fits where your business is today — upgrade any time as you grow. All plans billed monthly with a recommended 3-month minimum engagement.
We'll confirm the right plan, add-on services and tax preparation for your business before anything is billed.
Sole proprietors and micro-businesses with light monthly activity.
- Monthly transaction recording
- Bank reconciliation
- Basic financial reporting (quarterly P&L)
- Email support for bookkeeping inquiries
Startups and small businesses needing essential bookkeeping and tax prep support.
- Monthly transaction recording
- Bank reconciliation
- Basic financial reporting (quarterly P&L)
- Annual 1099 preparation
- Sales tax reporting
- Email support for bookkeeping inquiries
Growing businesses that require regular financial oversight and improved reporting.
- Everything in Basic, plus:
- Quarterly financial statements
- Accounts payable & receivable tracking
- Payroll coverage for up to 5 employees
- Year-end financial statement preparation
- Phone & email support
- Annual state & local compliance assistance
Larger businesses with complex financial needs and strategic planning requirements.
- Everything in Essential, plus:
- Monthly dashboard reporting with KPIs
- Personalized financial analysis & forecasting
- Unlimited transaction processing
- Advanced reporting (cash-flow projections, variance analysis)
- Regular strategy meetings for financial planning
- Payroll processing for up to 10 employees
- Tax preparation support
- Dedicated Account Manager & Senior Accountant
Corporations and large operations needing full-service accounting and advisory.
- Everything in Essential Pro, plus:
- Payroll processing for up to 40 employees (configurable)
- Project management & inventory control
- Comprehensive compliance support, including audits
- Industry-specific consulting & strategic planning
- Dedicated Account Manager & Senior Accounting Team
- Up to 60 hours/month (or scalable)
Not sure which plan fits? Book a free 30-minute consult and we'll recommend the right tier based on your transaction volume and goals.
Add-on services when you need extra help.
One-time or annual engagements that complement any plan — or stand alone.
Clean-Up Bookkeeping
One-time catch-up engagement priced at $200 for each month of bookkeeping we need to bring current. For example, 6 months behind = $1,200 total — not a recurring monthly charge.
Request a quoteWrite-Up / Year-End Bookkeeping
Year-end write-up to ensure records are accurate and tax-ready.
Request a quoteNotes & additions
- All plans billed monthly; 3-month minimum engagement recommended for new clients.
- Payroll processing fees (tax filings, payruns) may incur third-party processor charges, quoted separately.
- Custom services (audit support, forensic accounting, nonprofit fund accounting, multi-entity consolidation) available by quote.
Individual & business tax return filing.
Standard filing rates below. Bundle with any bookkeeping plan at checkout, or pay per return. Complex returns may be quoted separately.
Disclosure: Rates shown are for standard returns and may vary based on the actual complexity of your filing. A confirmed quote will be provided after we review your documents.
Get a personalized plan recommendation.
Tell us about your business on a free 30-minute call — we'll point you to the right tier, no pressure.