PRICING
Business Owner Packages: Simple, Transparent Pricing
One fixed monthly investment. No surprises. All tax filling fees included.
PACKAGES
Choose Your Package
Business Owner's Core Package
$750 – $1,200/mo
- Monthly Financial Statements
- Tax Planning Meetings
- Business Tax Prep & Filing
- Personal Tax Prep & Filing
- All tax filing fees included
- Quarterly Tax Estimates
- 1099 Prep and Filing
- QuickBooks Support
- Customized KPI Reporting
- Monthly Business & Tax Advisory
- Modified Cash Accounting
- Payroll via Gusto (billed separately)
Business Owner's Advantage Package
$1,300 – $1,900/mo
Everything in Core, plus:
- Sales Tax Compliance (up to 2 states)
- Bill Pay Processing
- Advanced Bookkeeping with Classes/Divisions
- Accrual Accounting
- Advanced Tax Planning
- Multi-Entity Tax Preparation
Business Owner's Pinnacle Package
$2,000 – $4,500+/mo
Everything in Core + Advantage, plus:
- Expedited Financial Reporting
- Multiple Entity Accounting & Reporting
- Fractional CFO Services
- Cashflow Forecasting
REAL EXAMPLES
What Real Clients Pay
EXAMPLE #1
Plumbing
| Revenue | $1.2M |
| Service Level | Core |
| Complexity | ★★☆☆☆ |
| Monthly Investment | $835/mo |
EXAMPLE #2
Pool Services
| Revenue | $3.8M |
| Service Level | Advantage |
| Complexity | ★★★★☆ |
| Monthly Investment | $3,066/mo |
EXAMPLE #3
Marketing Consulting
| Revenue | $2.1M |
| Service Level | Core |
| Complexity | ★★☆☆☆ |
| Monthly Investment | $1,055/mo |
EXAMPLE #4
Manufacturing
| Revenue | $5.6M |
| Service Level | Pinnacle |
| Complexity | ★★★★★ |
| Monthly Investment | $4,256/mo |
EXAMPLE #5
HVAC
| Revenue | $2.4M |
| Service Level | Advantage |
| Complexity | ★★★☆☆ |
| Monthly Investment | $2,415/mo |
How are prices determined?
Are tax preparation fees separate?
No — they're included in the fixed monthly fee going forward. Prior year tax returns are a one-time fee.
Are tax preparation fees separate?
Our pricing factors in complexity and volume: number of bank accounts and credit cards, states to file taxes in, entity type, number of loans, and more.
What about onboarding and cleanup?
We charge a one-time onboarding and cleanup fee depending on complexity. This covers getting your books up to date and ready to manage on an ongoing basis.
Do you do tax only?
Yes, for high-income W2 employees. For business taxes, we typically require monthly accounting so we can do accurate tax planning — saving you time and money.
Stop Chasing Your Accountant
Get bookkeeping, payroll, tax, and advisory support from a proactive team that understands your industry and your goals.