Pricing

 Monthly
Annual

FOUNDATION PLAN

-Starts at $750 per month

Built for early-stage founders and small businesses that need reliable books, payroll, and light advisory — without the overhead of a full accounting team.

All Foundation plans feature:

  • Cash- or simple accrual-basis bookkeeping
  • Monthly bank, credit card, and loan reconciliations
  • Basic A/R and A/P management
  • Clean financial statements (P&L, Balance Sheet, Cash Flow)
  • Payroll support (coordination + entry)
  • Secure client portal + unlimited email support
  • Quarterly check-ins

Tax Coverage:

  • Optional business tax return add-on (federal + one state) — +$850/year
  • Add personal owner return (1040 + K-1) — +$600/year

Best for:

Solo founders, consultants, small service businesses (<$1M revenue, <150 monthly transactions).

 

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Monthly
Annual

GROWTH PLAN

-Starts at $1,250 per month

For growth-stage companies scaling to multiple employees, locations, or revenue streams that need stronger financial visibility and proactive tax planning.

Includes everything in Foundation, plus:

  • Full accrual-basis monthly close
  • Monthly management reporting package + KPI dashboard
  • Budget vs actuals + rolling forecasts
  • Dedicated monthly finance meeting
  • Software integrations (Bill.com, Gusto, QBO, etc.)
  • Coordination with leadership team / investors

Tax Coverage:

  • Business tax return (federal + one state) included
  • Quarterly estimated tax calculations + reminders
  • Book-to-tax reconciliations and depreciation schedules
  • Owner tax projection at year-end

Best for:
Established service, e-commerce, or real-estate entities ($1M–$10M revenue) seeking a true accounting + tax partner.

Monthly
Annual

STRATEGIC PARTNER PLAN

-Starts at $2,500 per month

For companies ready for a full finance department — complete controllership, CFO insight, and proactive tax strategy under one roof.

Includes everything in Growth, plus:

  • Fractional CFO leadership (monthly strategic finance meeting)

  • Advanced forecasting & cash-flow modeling

  • Board / investor reporting package

  • Multi-entity consolidation + intercompany eliminations

  • Audit & due-diligence readiness support

  • GAAP compliance and accounting policy documentation (ASC 606 / ASC 842)

  • Dedicated senior CPA contact

Tax Coverage:

  • All entity tax returns (federal + multi-state as needed)

  • PTE and composite filings for owners

  • Quarterly tax strategy sessions

  • Coordination or inclusion of owner 1040 returns (up to 2 owners)

  • SALT optimization and apportionment analysis

  • Entity structuring and compliance oversight

Best for:
VC-backed startups, real-estate funds, and multi-entity operators seeking full-stack accounting, tax, and CFO advisory.