Clean books. Lower taxes. Less stress.
CPA-led bookkeeping, accounting & tax, and fractional CFO support — all under one roof, starting at $350/mo.
Trusted by 100+ small businesses
- BookkeepingReconciled
- Tax planningProactive
- Cash flowClear
- Fractional CFOOn call
Pick what you need. Know what it costs.
Books, accounting & tax, or a fractional CFO — clear starting prices, all from one CPA-led team.
$350/mo
starting at
- Monthly reconciliations
- P&L + balance sheet
- Transaction categorization
- CPA oversight on every file
- QuickBooks set up & maintained
Best if: Solo owners with simple books and no payroll.
$550/mo
starting at
- Everything in Starter
- Payroll for your team
- A/P & A/R tracking
- A dedicated bookkeeper
- Clean books every month
Best if: Growing teams that need payroll and full books.
From $900
per business return
- Financial statements you can trust
- Personal returns from $300
- Year-round tax planning
- Every deduction & credit claimed
- IRS notices & representation
Best if: Accurate statements and the lowest legal tax bill.
$1,250/mo
starting at
- Cash-flow & profit forecasting
- Job costing & project profitability
- Board-ready reporting
- A CFO partner on call
Best if: Growing and need forecasting and financial strategy.
Your final price scales with your transaction volume, payroll, and number of accounts — you’ll get an exact, fixed number from the quote tool or a free consult. Month-to-month, no long-term contracts, no surprise bills. Get your exact quote →
Getting started is easy
Book a free 15-min consult
A quick call to understand your business and where you’re stuck. No pressure, no obligation.
We set up & clean up
We review your books, get you caught up, and take bookkeeping and tax off your plate.
Ongoing clarity
Monthly books, proactive tax planning, and a CPA-led team on call as you grow.
Built for service businesses & nonprofits
We focus on service-based organizations — not retail or e-commerce — so we go deep on exactly what you need.
Contractors & trades
HVAC, electrical, construction, field services.
Agencies & consultants
Marketing, creative, and professional consultancies.
Professional services
Law, healthcare, and licensed practices.
Startups
Early-stage teams that need real financial footing.
Nonprofits
Fund accounting, Form 990, and board-ready reporting.
Less stress. More profit.
Gain control of your books
Clean, organized records you can actually trust.
Pay less in taxes
Year-round planning that legally lowers your bill.
Grow with confidence
Clear numbers and strategy to drive profit.
Promises we stand behind
Reply within 1 business day
You’ll always hear back fast — no chasing us down.
Accurate work, or we fix it free
A licensed CPA reviews your numbers before they go out.
No long-term contracts
Simple month-to-month. You stay because it works.
No surprise bills
You approve a clear price before any work begins.
Results owners can feel
We used to make decisions based on intuition. Now we make decisions backed by clear financial insight and measurable data — their guidance helped us cut unnecessary expenses, improve operational performance, and significantly increase net profit within the first year.
Ready to take control of your finances?
Book a free consultation and let’s build a clear path to a more profitable business.