Transparent packages. Exact quotes on a call.
Every price below is where that package starts. Your exact price depends on the size and complexity of your file.
Bookkeeping
Bookkeeping packages, scaled to how hands-on you want us to be.
Silver
Starting at
Monthly email exchanges to resolve reconciliation & cleanup issues.
- Account reconciliation
- Monthly accuracy audit
- Management reports package
Gold
Starting at
Contact us anytime. Expect a 24 hour response.
- All data entry
- Transaction categorization
- Account reconciliation & audit
- Management reports package
Platinum
Starting at
Contact us anytime. Expect a 24 hour response.
- Everything in Gold, plus:
- Payroll
- A/P management & Bill pay
- Sales tax
Fractional CFO Advisory
Turning your financial reports into targeted action to increase your Net Profit & Cash Flow. Every financial review is scored against 12 profit & cash flow drivers (6 tied to Net Profit and 6 tied to Cash Flow) and ends with a documented action plan: clear objectives, owned next steps, and firm due dates.
Free Assessment
Includes a presentation of key findings from your financials.
- Report Analysis
- Key findings presentation
Monthly Cadence
Full deliverable, reviewed every month.
- Target Setting & Forecasting
- Report Analysis & Presentation
- 60–90 min strategy call
- Action plan built together
One-Off Planning
Project-based work, billed hourly.
- Budgeting
- 10 Year Pro Forma
- New Hire Analysis
Tax
Preparation and filing for individuals and businesses, reconciled against your books.
Personal Tax Return
Starting at
Full preparation and filing of your individual return.
- Individual return preparation
- Standard schedules included
- E-filing
Business Tax Return
Starting at
Preparation and filing for your business entity.
- Business return preparation
- Reconciled against your books
- E-filing
Tax Advisory
Ongoing strategy to reduce your tax liability and plan ahead.
- Proactive tax planning
Every file is different. Book a call for an exact quotation, or start with a free accuracy audit.
Before you book
Pricing questions
Why "starting at"?
Pricing depends on transaction volume, number of accounts, and how much cleanup your file needs. Each price is where that package starts; we confirm your exact quote before any work begins. For tax returns, our tax portal shows your exact price in about 3 minutes.
Is cleanup extra?
Yes, cleanup is billed separately at $85/hr. Every engagement starts with a comprehensive audit of your existing books, and we give you an exact cleanup estimate before any work begins.
How do I know if I need a full time bookkeeper vs a bookkeeping company?
Most companies between $300K & $5 million in annual revenue are better suited hiring a bookkeeping company. Our goal is to help you scale to where you can afford a full time in house bookkeeper!
What if I only need a one-time cleanup, not ongoing service?
Tell us that on the exploratory call. Most clients stay on for monthly service once they see the difference, but we'll quote what you actually need.
Ready when you are
Let's get your books to zero surprises.
Thirty minutes on a call is enough for us to tell you exactly what your file needs.
Prefer something lower-commitment? Request a free accuracy audit first.