Foundation

For new businesses laying the foundation for smart, sustainable growth
‍

✅ Lower Levels of Complexity & Activity
✅ 0-3 Employees
✅ Quarterly Bookkeeping Services
✅ Year-End Taxes_‍

$600 - $1200 per month
*The pricing above is an estimate. Final rates will be provided after we assess your specific needs and circumstances.
Pricing is subject to change.

Growth

For growing businesses ready to level up with expert guidance and insight
‍

Sign me up for this.

✅ Mid Levels of Complexity & Activity
✅ 3-10 Employees
✅ Everything from the Launch package
✅ More Complex Bookkeeping & Transactions
✅ Mid Levels of Tax Strategy_‍

$1200 - $2500 per month
*The pricing above is an estimate. Final rates will be provided after we assess your specific needs and circumstances.
Pricing is subject to change.

Elite

For businesses ready to scale with a CFO-level partner in their corner
‍
‍

This is what I need!

✅ High Levels of Complexity
✅ More Employees & Onboarding
✅ Everything from Launch & Growth Package
✅ Higher Complexity of Tax Planning
✅ CFO Strategy Meetings & Guidance
✅ Outsourced Accounting Department_‍

$2500 - $6200 per month
*The pricing above is an estimate. Final rates will be provided after we assess your specific needs and circumstances.
Pricing is subject to change.

Starter

Your annual investment is:

I want this!

Compared to: $33,500

Bookkeeper: $30,000
Tax Preparer: $1,500
CPA for Questions: $2,000

Professional

Your annual investment is:

I want this!

Compared to: $77,000

Accountant: $70,000
Tax Preparer: $3,000
CPA for Questions: $4,000

Scale

Your annual investment is:

I want this!

Compared to: $128,500

Controller: $110,000
Tax Strategist: $7,500
Profitability CPA: $10,000

"I do my own bookkeeping & payroll, but tax law scares me"

Tax Preparation

1040

Individual contributor in the mental health space with W-2 or 1099 income.

Starting at $1000

1120, 1120S & 1065

Solo practice owner with Schedule C business activity
‍

Starting at $2000

Schedule C

Group practice with Schedule C business activity
‍

Starting at $2500

Starter

Your annual investment is:

$4,800

I want this!

Compared to: $33,500

Bookkeeper: $30,000
Tax Preparer: $1,500
CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!

Compared to: $77,000

Accountant: $70,000
Tax Preparer: $3,000
CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!

Compared to: $128,500

Controller: $110,000
Tax Strategist: $7,500
Profitability CPA: $10,000

"I have a tax pro, just need to outsource bookkeeping"

Bookkeeping

Quarterly Books

Deliver every 90 days

$1,500

/ quarter

Monthly Books

Delivery every 30 days

$600

/ month

Weekly Books

Delivery every 7 days

$200

/ week

Starter

Your annual investment is:

$4,800

I want this!

Compared to: $33,500

Bookkeeper: $30,000
Tax Preparer: $1,500
CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!

Compared to: $77,000

Accountant: $70,000
Tax Preparer: $3,000
CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!

Compared to: $128,500

Controller: $110,000
Tax Strategist: $7,500
Profitability CPA: $10,000

"I don't need services, I just need support"

Time

30 Minutes

Strategic Guidance

$250

Schedule now

60 minutes

Strategic Guidance

$500

Schedule now

Half Day

Strategic Guidance

$1,600

Schedule now

Starter

Your annual investment is:

$4,800

I want this!

Compared to: $33,500

Bookkeeper: $30,000
Tax Preparer: $1,500
CPA for Questions: $2,000

Professional

Your annual investment is:

$12,000

I want this!

Compared to: $77,000

Accountant: $70,000
Tax Preparer: $3,000
CPA for Questions: $4,000

Enterprise

Your annual investment is:

$ 28,800

I want this!

Compared to: $128,500

Controller: $110,000
Tax Strategist: $7,500
Profitability CPA: $10,000

Frequently asked questions

Can I speak to a current client of yours?

Absolutely! We're only as good as the value we create for our clients and welcome the idea of you discussing what a partnership with our firm looks like.

How responsive are you?

We have a 48 hour rule. We strive to reply to all client inquiries in less than 48 hours. Our average response time is 2 hours.

Am I locked into a long-term contract?

We have a minimum 12 month to start. After the intial 12 months, you can cancel at any time.

Do you use engagement letters?

Yes. Every client of ours has one. It spells out our responsibilities and what you can expect from us.

Foundation

Growth

Elite

Starter

Compared to: $33,500

Professional

Compared to: $77,000

Scale

Compared to: $128,500

"I do my own bookkeeping & payroll, but tax law scares me"

Tax Preparation

1040

Starting at $1000

1120, 1120S & 1065

Starting at $2000

Schedule C

Starting at $2500

Starter

$4,800

Compared to: $33,500

Professional

$12,000

Compared to: $77,000

Enterprise

$ 28,800

Compared to: $128,500

"I have a tax pro, just need to outsource bookkeeping"

Bookkeeping

Quarterly Books

$1,500

Monthly Books

$600

Weekly Books

$200

Starter

$4,800

Compared to: $33,500

Professional

$12,000

Compared to: $77,000

Enterprise

$ 28,800

Compared to: $128,500

"I don't need services, I just need support"

Time

30 Minutes

$250

60 minutes

$500

Half Day

$1,600

Starter

$4,800

Compared to: $33,500

Professional

$12,000

Compared to: $77,000

Enterprise

$ 28,800

Compared to: $128,500

Frequently asked questions

Take Me

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