Pricing

Transparent pricing. No surprises.

Every engagement is scoped to your actual situation. The ranges below give you a starting point — schedule a consultation and we'll give you a precise number.

Bookkeeping

Advisory Included

Starting at $300/mo

Monthly close and financial reporting for growing businesses.

  • Monthly reconciliation of all accounts
  • Profit & Loss and Balance Sheet
  • Accounts payable & receivable tracking
  • Payroll integration
  • Real-time financial dashboard
  • Year-end books ready for tax filing

Includes Advisory

  • Quarterly review with your advisor
  • Cash flow planning and forecasting
  • Year-round advisor access
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Tax Preparation

Advisory Included

Starting at $400/mo

Accurate, on-time filing — and not a dollar left on the table.

  • Federal and state business returns
  • Individual returns (all complexity levels)
  • Multi-state filing
  • K-1 preparation and distribution
  • Extension filing when needed
  • IRS correspondence support

Includes Advisory

  • Year-round tax planning between filings
  • Quarterly estimated tax projections
  • Major transaction and exit planning
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Full Service

Starting at $700/mo

Bookkeeping, tax preparation, and advisory — fully integrated.

  • Everything in Bookkeeping
  • Everything in Tax Preparation
  • Dedicated advisor, single point of contact
  • Entity structure and compensation strategy
  • Retirement plan optimization
  • Priority response and year-round planning
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Good to Know

A few things worth knowing before we talk.

Why is advisory included in every plan?

Because we handle the routine efficiently, our team has the bandwidth to focus on what actually moves the needle for you: strategy, planning, and decisions. Advisory isn't an add-on; it's the point.

Do you work with businesses in any industry?

We specialize in manufacturing, construction, transportation, architecture & engineering, real estate, and international clients — but we work with businesses across many sectors.

Are your fees fixed or hourly?

All plans are priced as a monthly retainer based on the complexity of your situation. Final pricing is confirmed during your consultation.

What if my books are a mess?

We've seen worse. Catch-up bookkeeping is available and priced separately from ongoing monthly work. We'll scope it honestly during your consultation.

Let's talk about your situation.

A 30-minute consultation costs nothing and gives you a clear picture of what working together looks like.

Schedule a Consultation