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Pricing

Simple, transparent monthly pricing designed for small businesses needing reliable bookkeeping, accounting, and proactive tax strategy support.

Choose a Plan That Fits Your Growth

Choose a monthly plan built for your business size, transaction volume, and financial goals.
Pricing may vary depending on individual fact pattern

Starter

Essential bookkeeping for low-transaction

  • Starting at

$199/month

includes:
  • Quarterly reconciliations
  • Quarterly P&L and Balance Sheet
  • Year-end tax-ready financial package
  • Email support
  • Get a 10% discount on Annual plans
Best For
  • Sole proprietors
  • Side businesses
  • Low-transaction Schedule C filers
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Plus

Monthly bookkeeping with tax support

  • Starting at

$599/month

includes:
  • Everything in A La Carte
  • Monthly bookkeeping
  • Monthly P&L and Balance Sheet
  • Business tax return included
  • Proactive tax strategy guidance
  • Get a 10% discount on Annual plans
Best For
  • Growing small businesses
  • Owners needing monthly clarity
  • Businesses preparing for tax optimization
Get Started
See all features

Custom

Full-service accounting, tax, and payroll support

  • Starting at

$999/month

includes:
  • Everything in Plus
  • 600 additional transactions (1,000 total)
  • 1099 filing
  • Contact Form Integration
  • Payroll for up to 4 employees
  • Advanced tax strategy support
  • Get a 10% discount on Annual plans
Best For
  • Established small businesses
  • Multi-employee companies
  • Owners wanting hands-off finance management
contact us to learn more
See all features

Choose a Plan That Fits Your Growth

Choose a monthly plan built for your business size, transaction volume, and financial goals.
Pricing may vary depending on individual fact pattern

Starter

Essential financial foundation for new and small businesses.

  • Starting at

$199/month

  • Billed monthly. 100% tax-deductible.
  • Monthly revenue less than $10K
  • Dedicated bookkeeping experts available over email
  • Year-end tax-ready books
  • P&L, Balance Sheet reporting
Buy Now
Schedule a Call

Bookkeeping

Reliable bookkeeping to cover your basic financial reporting needs.

  • Starting at

$389/month

  • Billed monthly. 100% tax-deductible.
  • Dedicated bookkeeping experts
  • Accurate monthly books and year-end tax-ready financial packages
  • P&L, Balance Sheet, and 1099 reporting
  • Unlimited communication with your bookkeeping team
Buy Now
Schedule a Call

Bookkeeping & Tax

Full-service bookkeeping with income tax advisory and filing to manage your financials seamlessly.

  • Starting at

$689/month

  • Billed monthly. 100% tax-deductible.
  • Dedicated team of licensed tax professionals to file your income tax.
  • Annual income tax filing for business (Partnerships, S corps, C corps).
  • Annual income tax filing for individuals (sole proprietors, contractors).
Buy Now
Schedule a Call

Add-ons for your "Ala Carte" Plan

Add-Ons & Upgrades

Monthly Bookkeeping Upgrade

$100

  • per month
includes:
  • Monthly reconciliation
  • Monthly P&L and Balance Sheet
  • Ongoing transaction categorization
  • Early issue detection
  • Priority email support

Individual
Tax Filing

$50

  • per month
includes:
  • Individual 1040 + Schedule C
  • W2 + one Schedule C
  • Business deductions review
  • E-file and filing support

Business
Tax Return

$120

  • per month
includes:
  • Partnership returns (2 partners)
  • S Corporations (2 shareholders)
  • C Corporations

Quarterly Tax Strategy Touchpoint

$100

  • per quarter
includes:
  • One-hour strategy session
  • Proactive planning and optimization guidance

Save time and
book a call with us.

Have a glance at the calendar and select a good time for you.