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Simple pricing

One flat fee. No surprises.

Every engagement is customized to your needs. After your 15-minute Discovery Call, you'll receive a clear proposal — no hourly billing, no surprise invoices.

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Sample proposal
Prepared for your business
Flat fee
Monthly bookkeepingOngoing
Business tax returnOne-time
Tax planning & projectionsOngoing
Client portal & virtual meetingsIncluded
Dedicated Client Services ManagerIncluded
Your investmentQuoted upfront

Illustrative only. Your proposal lists exactly the services you need and the price you'll pay before any work begins.

Start here

Tell us what you need. We'll price it together.

Select the services you're interested in to see what each engagement involves. Bring your selections to your Discovery Call and we'll build your proposal around them.

Not sure which is right for you? You don't have to figure that out on your own — we'll recommend the services that best fit your needs on your Discovery Call.

1 service selected

Your proposal will cover

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    How we price

    Five things that shape your proposal.

    No two businesses are alike, so no two proposals are either. Here's what we look at when we put your number together.

    01

    Services Requested

    Which services you need, and whether you want us on one project or across your whole back office.

    02

    Complexity

    Entity type, number of accounts, multi-state activity, and how much clean-up your records need.

    03

    Business Size

    Transaction volume and the number of moving parts we'll be keeping accurate each month.

    04

    Estimated Scope

    What's realistically involved to deliver the work well, scoped upfront so the price holds.

    05

    Ongoing vs One-Time

    Whether you need year-round support or a single engagement such as a return or a Quality Review.

    What's included

    In every engagement, no matter the size.

    These aren't upgrades or add-ons. They come with working with us.

    Transparent pricing

    Secure client portal

    Dedicated Client Services Manager

    Virtual meetings

    Clear communication

    Getting your number

    From first call to signed proposal.

    You'll know exactly what your investment is before any work begins.

    01

    15-Minute Discovery Call

    Tell us about your business, your goals, and the support you're looking for. We'll answer your questions and recommend the services that fit.

    02

    Your Custom Proposal

    We send a written proposal listing the recommended services and your flat price — reviewed together, with nothing hidden in the margins.

    03

    Engagement & Deposit

    Once you're ready, we send your engagement agreement. Your deposit, remaining balance, and payment schedule are all spelled out before we start.

    No surprise invoices.
    Your price is agreed before work begins.
    Clear expectations.
    You know what's included and what happens next.
    Customized recommendations.
    Scoped to your business, not a template.
    Flexible as your needs change.
    We revisit scope together, never retroactively.
    Pricing FAQ

    The fine print, made plain.

    Got a question we didn't answer? Ask us directly — we reply same business day.

    Is the price really flat?
    Yes. Once we understand your needs and provide your proposal, you'll know exactly what your investment will be before any work begins. We don't bill by the hour, and we don't believe in surprise invoices. If your needs change over time, we'll discuss any pricing adjustments with you before moving forward.
    What if my business grows during the year?
    That's a good problem to have! As your business grows, your accounting needs may change too. If additional services or support are needed, we'll discuss your options together and update your engagement before any changes are made.
    Are tax filings included?
    It depends on the services you've selected. Some engagements include tax preparation, while others focus on bookkeeping, tax planning, financial guidance, or a specific one-time service. During your Discovery Call, we'll recommend the services that best fit your needs and clearly outline what's included in your proposal.
    What's the minimum commitment?
    It depends on the services you choose. Some services, like tax preparation and our 1st Step Quality Review, are one-time engagements. Others, such as monthly bookkeeping, are designed to provide ongoing support. We'll discuss the best option for your needs during your Discovery Call.
    Do you require a deposit?
    Yes. We require an upfront deposit before work begins. Any remaining balance and payment schedule will be clearly outlined in your proposal and engagement agreement before work begins, so you'll always know what to expect.
    What forms of payment do you accept?
    We accept several convenient payment methods, including ACH and major credit cards. Payment details will be included in your engagement agreement before work begins.
    Next Steps

    Ready when you are.

    Every business starts somewhere. Whether you're taking your first step or planning your next one, we're ready when you are.

    • ✓ 15-minute Discovery Call
    • ✓ Virtual Firm Serving Clients Nationwide
    • ✓ Personalized Recommendations
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