Pricing

Clear pricing for clear books

Every engagement starts with a flat rate agreed on up front — no hourly billing surprises, no invoices you didn't see coming. Here's how our pricing works, service by service.

Bookkeeping

Monthly or quarterly — pick your rhythm

Your final rate depends on transaction volume and number of accounts. These are honest starting points, not teaser rates.

Most popular Monthly

$300 /month · starting at

  • All transactions categorized & accounts reconciled monthly
  • Monthly profit & loss and balance sheet delivered
  • Books stay tax-ready all year — no year-end scramble
  • Questions answered year-round, not just at tax time
Quarterly

$500 /quarter

  • Books cleaned up & reconciled every quarter
  • Quarterly financial statements
  • Pairs well with quarterly estimated tax check-ins
  • A great fit for lower-volume businesses
Behind on your books? Catch-up and clean-up work is quoted separately based on how many months need attention — ask during your free consultation.
Tax preparation

Quoted up front, priced by complexity

No two returns are alike, so we don't pretend they cost the same. After a free review of your prior return and current situation, you'll get a flat quote in writing — before any work begins.

Individual returns

Form 1040 with any schedules you need — self-employment, rentals, investments, multi-state income, and credits.

Business returns

S-corps (1120-S), partnerships (1065), and C-corps (1120) — including owner K-1s and state filings.

What affects your quote

Number of income sources, states involved, entity type, and how organized your records are. Clean books = lower prep cost.

Additional services

Payroll, sales tax, resolution & advisory

Pricing for these services depends on your team size, filing states, and scope — contact us for a quote tailored to your business.

Payroll

Custom quote

Based on number of employees and pay frequency. Includes payroll runs, paystubs, quarterly 941s, state filings, and year-end W-2s.

Sales tax filings

Custom quote

Based on number of states and filing frequency. Registration, calculation, and on-time filings in every state where you owe.

Tax resolution

Custom quote

IRS notices, back filings, and payment plan negotiation — quoted after a free review of your notices and account transcripts.

New CFO advisory

Monthly retainer

Forecasting, KPI dashboards, and a monthly financial review. Retainer tiers based on scope — ask about advisory packages.

Not sure what you need?

Start with a free consultation — we'll look at where you are and quote exactly what it takes to get you on a clear path.

Book a free consultation