PLANS
Simple pricing plans for Bookkeeping, Tax, CFO
Monthly
Annually
Core
$375/ month
Expense 15,000 - 150,000
Ideal for: Startups and growing businesses that run on insight, not guesswork.
Turn your financial data into a strategic advantage. The Core Plan gives you precise, timely bookkeeping and advanced reporting built for transparency, confidence, and control. Deliver the clarity your partners, lenders, and investors expect—so you can focus on building the business they believe in. “See your numbers differently - book a free consultation today.”
Services Include:
✅ One bank account and one credit card reconciled monthly.
✅ Cash-based Profit and Loss and Balance Sheet.
✅ Year-end package for your tax preparer.
✅ Email and chat support from a US-based bookkeeping team.
✅ Access to secure client portals.
Premier
$875/ month
Expense 15,000 - 150,000
Ideal for: Startups and expanding businesses that value accurate, strategic financial management. Our team delivers clear insights and advanced reporting to strengthen your credibility with partners, lenders, and investors. Build the foundation for confident growth—Schedule your consultation today and discover how expert guidance drives better business decisions.
Services Include:
✅ Timely visibility to your finances
✅ 2 bank accounts and 2 credit cards monthly reconciliation
✅ Cash or accrual-based financial statements, including cash flow
✅ Faster monthly close with reports delivered by the 10th of the month
✅ Year-end package for your own tax preparer
✅ Support from your dedicated consultant via email, chat, and phone calls
Complete
$199/ month
Your business deserves more than spreadsheets and stress. The Complete plan is your all-in-one back-office powerhouse—built for startups and small businesses that want to grow faster, smarter, and with total confidence.
We handle your books, payroll, and financial details so you can focus on creating impact. With real-time access to clear, actionable insights, you’ll always know exactly how your business is performing—and where it’s headed next.
Every service is tailored to fit your company (not the other way around), giving you flexibility and control without the fluff. It’s professional support made simple, personal, and built to move with you.
Ready to take your growth to the next level? Let’s make every number work for your vision.
Service Includes:
✅ Everything in core and premier
✅ Income tax filings and tax planning
✅ Payroll administration
✅ Vendor payments
✅ Sales tax management
✅ Stock Administration
✅ CFO advisory, financial planning, and cash flow analysis
✅ Budget and forecasting
✅ Support from your dedicated consultant and bookkeepers by email, chat, and phone.
✅ Weekly meeting with your consultant
Disclaimer
All pricing provided on this page is for informational purposes only and does not constitute a binding quote or service agreement. Actual rates may vary based on the specific scope, complexity, and timing of services required. Estimates are subject to adjustment following a full review of client records, financial systems, and operational needs.
This website’s content is intended to present general service descriptions and should not be interpreted as legal, accounting, or tax advice. Clients are encouraged to consult directly with a qualified professional to receive tailored guidance before making financial or business decisions.
Service availability, deliverables, and completion timelines may vary depending on client responsiveness and document submission. The firm reserves the right to revise or withdraw pricing and service offerings at any time without prior notice.
Use of this website and engagement of our services constitutes acceptance of these terms and acknowledges that results may vary depending on individual business circumstances.