Pricing

Straightforward pricing.
No surprises.

Every engagement is scoped to your business. Prices shown are starting points based on typical volume and complexity.

Without Tax Prep With Tax Prep
Essentials
Clean books. Every month.
Starting from
$ 695
per month
For early-stage or lower-volume businesses.
Monthly bookkeeping and reconciliation
Monthly financial statements
QuickBooks Online management
Payroll and sales tax support
Email support
Get Started
Most Popular
Growth
Books plus active financial oversight.
Starting from
$ 1,095
per month
For growing businesses with operational activity.
Everything in Essentials
Accounts payable and receivable oversight
Quarterly estimated tax review
Owner compensation review
Quarterly financial review call
Cash flow and KPI reporting
Get Started
Custom
Multi-entity or complex operations.
Pricing based on scope
Contact us
For businesses with structural complexity.
Everything in Growth
Multiple entities or locations
Multi-owner structures and K-1 coordination
Advanced reporting and forecasting
Priority support
Book a Consultation

All plans are month-to-month. No long-term contracts required.
Final pricing confirmed after a free consultation based on transaction volume, entity type, and scope.

A La Carte

Individual services, when you only need one thing

Available as standalone services for owners with a specific need outside of a monthly engagement.

Bookkeeping Cleanup and Catch-Up

Fixed-scope project to reconcile and correct prior periods. Priced after a diagnostic review.

Contact for pricing

Business Tax Return

Standalone filing for S-Corps, partnerships, or C-Corps. Requires clean, reconciled books.

$1,200 and up, depending on entity and complexity

Owner Personal Return (1040)

Personal return for owners with pass-through income, K-1s, or self-employment. Best paired with a business return.

$650 and up, depending on complexity

Tax Planning Consultation

A focused session to review your entity structure, compensation mix, and estimated tax position. Includes a written summary.

$350 per session
What We Do

Everything your business needs, in one place

We handle your books, your taxes, and your financial reporting so the whole picture stays connected and aligned all year.

Monthly Accounting

Accurate books and clear reporting to understand performance and cash flow.

  • Bookkeeping and month-end close
  • AP and AR management
  • Monthly financial statements
  • Payroll and sales tax filings
  • Cash flow and KPI reporting
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Business Tax Preparation

Timely returns aligned with your financial reporting.

  • S-Corp, Partnership, and C-Corp returns
  • Schedule C preparation
  • Owner personal tax returns
  • Book-to-tax reconciliation
  • Federal and state tax filings
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Tax Guidance & Optimization

Ongoing tax insight to minimize surprises and optimize outcomes.

  • Quarterly estimate calculations
  • Owner compensation planning
  • S-Corp election review
  • Deduction optimization
  • Year-end tax projections
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Cleanup & Catch-Up Accounting

Restoring accurate records and reliable reporting.

  • Bookkeeping cleanup
  • Prior-year corrections
  • Historical transaction posting
  • QuickBooks reorganization
  • Chart of accounts standardization
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Industry-Focused Accounting

Accounting tailored to specialized service businesses.

  • Industry-specific revenue models
  • Commission and compensation tracking
  • Service line performance reporting
  • Location-level reporting
  • Operational KPI development
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Not sure which service fits your situation?

A free 30-minute call is the fastest way to figure out what makes sense.

Book a Free Consultation