Simple, transparentpricing.
Clear starting ranges below. You’ll get an exact quote after a free consult — month-to-month, with no surprise bills.
$550/mo
starting at
The essentials, to start:
- Categorized as transactions come in
- A CPA reviews every close, and you can ask them why
- Structured for tax planning from day one
- Direct access to your team, no ticket queues
- QuickBooks set up & maintained
Best if: Solo owners with simple books and no payroll.
$775/mo
starting at
Everything in Starter, plus:
- Payroll for your team
- A dedicated bookkeeper
- Categorized as you go, closed every month
Best if: Growing teams that need payroll and full books.
$1,275/mo
starting at
Everything in Bookkeeping, plus:
- A/P & A/R management
- Vendor bills & customer invoicing
- Year-round, proactive tax planning
- Month-end close, with a review you can question
Best if: Busy businesses that want the whole back office handled.
$2,575/mo
starting at · all-in
Everything in Full Accounting, plus:
- Cash-flow & profit forecasting
- Job costing & project profitability
- Board-ready reporting
- A senior CFO partner, part-time
Best if: One partner for your books, payroll, and financial strategy.
All-in: full bookkeeping, payroll, A/P & A/R, and year-round tax planning included.
Every plan includes the same automation platform and CPA review. Tiers differ in how much of your back office we run.
Tax — filing & planning
Tax filing
Per return · quoted on a free consult
Business and personal returns, filed on time and coordinated with your books. Learn more →
Year-round tax planning
Included in Full Accounting & CFO
On Starter and Bookkeeping, add proactive year-round planning for a monthly fee, quoted on a free consult. Learn more →
Every price above is a starting point: your final number depends on your business and the size of your books (transaction volume, payroll, and number of accounts). You’ll get an exact, fixed quote from the quote tool or a free consult. Month-to-month, no long-term contracts, no surprise bills. Get your exact quote →
Comparing us to Intuit’s service or an AI tool? See the honest side-by-sides: QuickBooks Live vs. a CPA firm · AI bookkeeping vs. a CPA firm
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 by your side as you grow.
Get your exact quote
See your range and get an exact, fixed price by email — or book a free call from there.