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Simple, Transparent Pricing for Your Accounting Needs

At our firm, we believe that transparent pricing gives business owners clarity and confidence. Our accounting packages are designed to fit businesses of all sizes—whether you’re a startup, growing company, or established enterprise. With flexible plans, you only pay for the level of support you truly need, without hidden fees or surprises.

Pricing Estimate

Estimates are for planning purposes and reflect typical scope by plan. Final scope and fees are confirmed during a discovery call. Monthly minimums apply. If your annual revenue exceeds $3,000,000, please contact us for a custom proposal.

Pay-As-You-Go

Bookkeeping Only
Base $50/mo + $195/hr
  • ✔ No limits on bank accounts, credit cards, or transactions
  • ✔ Sales tax filings: $175/month
  • ✖ Business tax return — Add-on
  • ✖ Personal tax return — Add-on
  • ✖ Tax advisory — Call for a Quote

Bookkeeper

Core monthly bookkeeping
Estimated Monthly
$0
  • ✔ Up to 2 bank accounts (100 tx/account)
  • ✔ Monthly financial statements & email support
  • ✔ Sales tax filings: $150/month
  • ✖ Business tax return — Add-on
  • ✖ Personal tax return — Add-on
  • ✖ Tax advisory — Call for a Quote

Accountant

Bookkeeping + Personal & Business Tax
Estimated Monthly
$0
  • ✔ 2 bank accounts + 1 credit card (100 tx/account)
  • ✔ Monthly bookkeeping & financial statements
  • ✔ Sales tax filings: Included
  • ✔ Personal tax return: Included (value $1,000)
  • ✔ Business tax return: Included (value $2,500)
  • ✖ Tax advisory — Call for a Quote

CFO Advisory

Dashboards, strategy & proactive tax
Estimated Monthly
$0
  • ✔ 3 bank accounts + 2 credit cards
  • ✔ No transaction limit
  • ✔ Forecasts, KPIs, reviews; monthly/quarterly sessions
  • ✔ Sales tax filings: Included
  • ✔ Business tax return: Included (value $2,500)
  • ✔ Personal tax return: Included (value $1,000)
  • ✔ Tax advisory included
  • ✔ Guaranteed savings $25,000–$100,000/yr in taxes

Service Comparison

Service Pay-As-You-Go Bookkeeper Accountant CFO Advisory
Scope Included
Bank Accounts No limits 2 2 3
Credit Cards No limits — 1 2
Transactions / Bank Account No limits 100 100 No limit
Tax & Advisory
Sales Tax Filings $175/mo $150/mo ✔ Included ✔ Included
Business Tax Return Add-on Add-on ✔ Included (value $2,500) ✔ Included (value $2,500)
Personal Tax Return Add-on Add-on ✔ Included (value $1,000) ✔ Included (value $1,000)
Tax Advisory Call for a Quote Call for a Quote Call for a Quote Included
Operations & Automation
Payroll Processing Add-on (Gusto/ADP) Add-on (Gusto/ADP) Standard (Gusto/ADP) Advanced (Gusto/ADP + integrations)
Accounts Payable / Receivable Add-on Add-on Add-on ✔ Included
Management & Insights
KPI Dashboard Add-on Add-on Standard Premium
Budgeting & Forecasting Add-on Add-on Quarterly Monthly
Service SLAs & Support
Month-End Close (business days) As requested 15 10 5
Advisory Sessions / Year 0 1 4 12
Email Support 72-hour response 72-hour response 48-hour response 24-hour response
Phone Support ✖ ✖ ✔ (48-hour callback) ✔ (24-hour callback)
Dedicated Account Manager ✖ ✖ ✔ ✔
Onboarding & Integration
App Integrations (QBO/Xero, Payroll, POS) Basic Standard Advanced Premium
Data Migration Hours Included 0 2 5 10