Services & Pricing
Packages to Scale your Business
Pick the monthly package that fits today, then layer in add-ons as you grow. No matter what stage your business is in we got you covered!
Monthly Packages
Choose your level of support
Every package includes tax-ready bookkeeping and a prepaid Quickbooks Online subscription. Upgrade, downgrade, or add services anytime.
Limited-time offer
Q4 Deal — 25% off Clean-Up / Catch-Up
Get your 2026 books caught up and audit-ready at 25% off our Clean-Up / Catch-Up package. Offer ends December 31, 2026.
Catch-up / Clean-up: Base fee varies but each month is priced at your package rate.
That's it—no surprise fees.
Foundation
Clean books, every month.
Starting at:
- Monthly reconciliation
- Categorize and match transactions
- Tax-ready monthly financial statements
- Retainer pricing means you never fall behind again.
Growth
Books plus advisory that moves the needle.
Starting at:
- Everything in Foundation
- 30-minute Quarterly strategic advisory
- Multiple Account Reconciliation
- Loan and Amortization
- Quarterly Financial KPIs
Executive
Full-stack financial leadership.
Starting at:
- Everything in Growth
- 30-minute monthly strategic advisory
- Asset tracking & depreciation schedules
- Mutli-Loan tracking & Amortization schedules
- Quarterly Financial Health Reports
- Monthly KPIs
We make it simple: Start up fee is priced at 1 month your package rate.
À la carte
Add-on Services
Layer any of these onto your monthly package, or engage them standalone.
Tap any tile to flip it over and reveal the price structure.
Accounts Receivable
Invoicing, follow-ups, and collections so cash comes in on time.
Click to reveal pricingAccounts Receivable
Starting at $150/mo
Click to flip backAccounts Payable
Bill entry, approvals, and scheduled payments kept tidy.
Click to reveal pricingAccounts Payable
Starting at $150/mo
Click to flip backAdditional Monthly & Quarterly Strategic Advisory Calls
30- and 60-minute sessions to review numbers and decide next moves.
Click to reveal pricingAdditional Strategic Advisory Calls
Starting at $225/session
Click to flip backAsset Tracking & Depreciation Schedules
Fixed-asset register with depreciation tracked to the penny.
Click to reveal pricingAsset Tracking & Depreciation Schedules
Starting at $150/mo
Click to flip backAmortization Schedules
Loans and intangibles amortized accurately each period.
Click to reveal pricingAmortization Schedules
Starting at $125
Click to flip backAudit-Ready Clean Up
Books brought to audit-ready condition, no matter the starting point.
Click to reveal pricingAudit-Ready Clean Up
Custom quote
Click to flip backTax Payment Tracking
Estimated payments tracked so nothing slips through the cracks.
Click to reveal pricingTax Payment Tracking
Starting at $100/mo
Click to flip backSales Tax Filing
Multi-jurisdiction sales tax collected, filed, and reconciled.
Click to reveal pricingSales Tax Filing
Starting at $150/qtr
Click to flip back1099s
Year-end forms prepared, reviewed, and delivered on schedule.
Click to reveal pricing1099s
Starting at $150/yr
Click to flip backFinancial Health Analyst
A deep dive into the business operations to address any financial health issues with real solutions and a plan of action.
Click to reveal pricingFinancial Health Analyst
Custom quote
Click to flip backRoadmapping
A multi-quarter plan mapping milestones to the business you want.
Click to reveal pricingRoadmapping
Starting at $500
Click to flip backKPIs
The handful of metrics that tell you the business is on track.
Click to reveal pricingKPIs
Starting at $150/mo
Click to flip backPowered by Gusto
Payroll
We run payroll exclusively through Gusto — onboarding, runs, filings, and year-end forms all handled for you.
Set-up fee
Custom quote
Monthly base cost
Starting at $75/mo
Per-employee processing fee
Starting at $6/employee/mo
Onboarding a new employee
Offboarding an employee
Tax filings & tracking
W-2's
1099's
Need payroll for your team? We'll get you set up on Gusto and handle every run.
Get payrollNot sure which package fits?
Tell us about the business and we'll match you to the right level of support — no pressure, no upsell.
Apply now