Pricing

Honest pricing, in plain English.

No mystery quotes or bait pricing. Every engagement is scoped and priced on a short call, and the number is confirmed in writing before any work begins.

Monthly bookkeeping

The only surprise is that there isn't one.

Flat monthly plans, quoted for your books. No long-term contract. Cancel anytime.

StarterSole proprietors & new LLCs keeping it simple.
  • Monthly reconciliation
  • Up to 2 accounts ยท up to 200 transactions/mo
  • Monthly P&L
  • Quarterly review call
  • Year-end tax-ready package
Most popular
GrowthEstablished businesses that need clean monthly books.
  • Everything in Starter
  • Up to 5 accounts ยท up to 500 transactions/mo
  • Monthly email summary
  • Priority email support
Get a quote

Most popular for S-Corps

Full-ServiceFull-service books for higher-volume businesses.
  • Everything in Growth
  • 1099 tracking (filing quoted separately)
  • Payroll coordination
  • Tax planning touch-points
  • Priority support
Tax preparation

Priced on your call

Every return is priced to your actual situation on a quick call, no surprises, confirmed before we start.

ServiceWhat's involved
Personal return (1040)W-2s, common credits, state return
Personal, itemized / rentalSchedule A, Schedule E, multiple states
Self-employed (Schedule C)Sole proprietor with business income
S-Corp return (1120-S)Officer comp, K-1s, federal + state
Partnership / LLC (1065)Multi-member, partner K-1s
Get a tax prep quote

Every return is quoted up front. Catch-up bookkeeping, amended returns or more than one state can change the quote.

Resolution & planning

Consultations

Where the work is investigative or ongoing, here's how we price it.

Resolution engagement

We start with a free call to look at your notice or situation and map realistic options. The work is scoped and quoted after that call.

Get a quote

Planning engagement

Ongoing tax planning is scoped to your year. We propose the fee after the free consultation.

Get a quote

Every first consultation is free, including for IRS and state notices. Fees are quoted in writing before any work begins.

Fractional CFO

Clean books tell you what happened. We tell you what's next.

Financial leadership for established businesses. Monthly, month-to-month.

EssentialsOwners who need a forecast, a dashboard, and a monthly check-in.
  • Monthly financial review meeting
  • Cash flow forecast (rolling)
  • Core KPI dashboard
  • Budget vs. actual tracking
  • Email support between meetings
Book a strategy call

Monthly retainer

Most popular
GrowthScaling businesses making real decisions on pricing, hiring, and cash.
  • Everything in Essentials
  • Profitability analysis by segment
  • Scenario & decision modeling
  • Quarterly planning sessions
  • Priority access between meetings
Book a strategy call

Monthly retainer

ScaleEstablished operators who need board- and lender-ready financial leadership.
  • Everything in Growth
  • Board & lender-ready reporting
  • Financing & expansion support
  • Deeper forecasting & modeling
  • Bookkeeping + tax coordinated

Fractional CFO retainers are scoped to your business. Monthly and month-to-month, your exact retainer depends on complexity and cadence, confirmed before any work begins. See what's included โ†’

Questions about your situation?

A real number, not a range.

Usually same day. The first consultation is free.