Pricing

Core Compliance

Starting at $500+ / month

Essential bookkeeping and filings for steady-state operations.

Services Included

• Monthly bookkeeping
• Business federal and state tax filings
• Payroll processing and quarterly filings
• Ongoing compliance support

Experience

• Reliable, responsive accounting support
• Structured reporting and timely filings
• Support available as needed

Ideal For

• Steady-state businesses with straightforward accounting needs
• Owners primarily seeking bookkeeping, filing, and compliance support
• Businesses that do not require ongoing strategic tax planning

Proactive Growth Engine

Starting at $800+ / month

Active tax planning, monthly bookkeeping, and year-round strategy for businesses $250K+.

Services Included

• Business and individual tax preparation (federal & state)
• Monthly bookkeeping and payroll services
• Proactive financial and tax strategy
• Secure 24/7 cloud-based financial system

Experience

• Regular communication and strategic check-ins
• Forward-looking guidance before major financial decisions
• Year-round strategies designed to identify tax-saving opportunities before year-end

Ideal For

• Businesses generating $250K+ with increasing financial complexity
• Owners who want proactive strategy, not just historical reporting
• Business owners who want tax planning integrated into their financial decisions

Executive CFO & Wealth Advisory

Starting at $1,200+ / month

High-touch advisory, cash flow forecasting, and CFO leadership for scaling enterprises.

Services Included

• Everything included in Core Compliance and Proactive Growth Engine
• Advanced tax planning for complex businesses and investment portfolios
• Cash flow forecasting and executive-level financial analysis
• Strategic advisory support and fractional CFO leadership

Experience

• High-touch, personalized guidance with prioritized access to the team
• Regular strategy meetings focused on tax efficiency, profitability, and long-term wealth
• Executive-level financial leadership designed around complex decisions and opportunities

Ideal For

• High-net-worth business owners and real estate professionals
• Established and scaling businesses with multiple entities or complex financial structures
• Owners managing sophisticated investment portfolios who want an ongoing strategic financial partner

Tier 1: Core Compliance ($500+/mo)

Essential bookkeeping and filings for steady-state operations.

Target Fit: Businesses generating $5,000 – $20,000 / month seeking simple, accurate financial maintenance.

Package Description:

Built for established, steady-state businesses looking for structured financial hygiene without unnecessary complexity. This package covers your baseline monthly bookkeeping and required annual tax filings, ensuring your business stays fully compliant, organized, and prepared for tax season.

• Financial Oversight: Basic monthly bookkeeping for steady-state operations.
• Tax & Strategy Focus: Essential annual tax filings and baseline compliance.
• Best For: Owners who simply need clean books and accurate returns, allowing growth-oriented clients to naturally self-select into Tier 2 for proactive strategy.

Tier 2: Proactive Growth Engine ($1000+/mo)

Active tax planning, monthly bookkeeping, and year-round strategy for businesses $250K+.

Target Fit: Growth-focused businesses generating $20,000 – $80,000 / month ($250K+ annually).

Package Description:

Our signature package designed for scaling businesses that want to actively lower their tax liability and improve margins. Beyond precision monthly bookkeeping, we deliver proactive, year-round tax planning and quarterly strategy check-ins, ensuring you capture tax savings continuously throughout the year rather than reacting at tax time.

• Financial Oversight: Comprehensive monthly financial reviews paired with proactive tax check-ins.
• Tax & Strategy Focus: Ongoing tax planning, active strategy, and year-round decision support.
• Best For: Business owners seeking a dedicated financial co-pilot to optimize profits, reduce tax burden, and fund expansion.

Tier 3: Executive CFO & Wealth Advisory ($3000+/mo)

High-touch advisory, cash flow forecasting, and CFO leadership for scaling enterprises.

Target Fit: High-revenue enterprises and complex portfolios generating $80,000+ / month ($1M+ annually).

Package Description:

An executive-level financial partnership for established enterprises, high-net-worth individuals, and multi-entity organizations. This top-tier package integrates full fractional CFO leadership, advanced cash flow modeling, and holistic wealth advisory to streamline complex financial structures and accelerate long-term net worth.

• Financial Oversight: High-touch advisory, dynamic forecasting, and strategic leadership for complex portfolios.
• Tax & Strategy Focus: Fractional CFO oversight, cash flow forecasting, and wealth advisory.
• Best For: High-income founders, multi-entity owners, and scaling companies needing high-level financial direction and asset protection.