Pricing That Fits Your Business
We believe in transparent pricing with no hidden fees. All packages include senior-level support, tax planning, and personalized service. Choose the plan that matches your needs, or contact us for a custom solution.
First, what doing it yourself actually costs
Most of the cost of keeping your own books is not the software. It is the hours, and the things nobody catches until the year is closed.
| What it costs you | Doing it yourself |
|---|---|
| Your time | 16–32 hours a year on books and filing prep |
| Software | $100–$250 for accounting and filing tools |
| What it costs to get wrong | Missed deductions, depreciation errors, passive-loss limits, carryforwards |
| Who checks it | Nobody — you are the reviewer |
| When you find out | April, when it is too late to change anything |
Put your own hourly rate against those hours. For most owners the answer lands well above what a monthly package costs — before counting anything that was missed.
And the part you cannot price for yourself
- Books that are reconstructed in March instead of kept through the year
- A tax bill you first hear about when it is already due
- Deductions you never knew to track, because nobody told you in January
- A preparer who disappears for eleven months and answers slowly in the twelfth
Starter
Sole traders and newly formed businesses
- Monthly bookkeeping, up to 50 transactions
- Bank and card reconciliation
- Monthly profit & loss and balance sheet
- Annual return coordinated with a licensed preparer
- Quarterly planning call
- Secure document portal and messaging
Professional
Growing businesses with staff or contractors
- All Starter features, plus:
- Monthly bookkeeping, up to 150 transactions
- Accounts payable and receivable
- Payroll coordination through a partner processor, up to 5 employees
- Quarterly tax set-aside planning
- Monthly review call
- QuickBooks Online setup and two-way sync
- Priority response, same business day
Premium
Multi-entity and advisory-led engagements
- All Professional features, plus:
- Unlimited transactions
- Unlimited payroll coordination
- Multi-entity consolidation
- Budget vs actual reporting
- Cash flow forecasting
- Weekly review calls
- Audit and notice support
Add-On Services
Catch-up bookkeeping
$75/hour
Bring books current before we take over the monthly cycle.
Additional payroll
$25/employee/month
Beyond the headcount included in your package.
Business formation
$500 – $1,500
Entity selection, filing and post-formation registrations.
IRS or state notice response
from $250
We read it, explain it, and prepare your response with you.
- Every fee is agreed in writing before work starts. If scope changes, we tell you what it means before we act on it.
- Monthly packages run month to month. There is no minimum term and no cancellation fee.
- Prices exclude sales tax where applicable, and third-party filing fees are passed through at cost.
Don't Miss These Tax Deadlines
Stay ahead of deadlines and avoid penalties. We help you plan proactively.
Q3 Estimated Tax Payment
Third quarter estimated tax payment due. Extended S-corp/partnership returns due.
Extended Individual & C-Corp Returns
Extended Form 1040 and 1120 due.
Never miss a deadline — our tax planning clients get proactive reminders and preparation.
Talk Through Your Tax PlanPricing FAQs
Not Sure Which Package Is Right for You?
Schedule a free consultation and we'll help you choose the perfect solution for your business needs and budget.
No obligation. No pressure. Just expert advice.