Services

Whether you’re a startup founder, an investor with a growing portfolio, or a small business owner ready to delegate your books—our CPA-backed accounting and bookkeeping services are designed to grow with you. Choose a tier that fits your stage and get clear, consistent support month after month.

Pricing

Bookkeeper business plan

Solid monthly support for businesses who’ve outgrown DIY tools.
$ 500 Monthly
  • Monthly bookkeeping & reconciliations
  • 1099 filing + annual financial review
  • Basic reporting and setup support
  • Access to support (3-day response)
  • Built for businesses with clean books and simple needs

Accountant Plan

CPA-led insights + more frequent reporting for growing teams.
$ 1,000 Monthly
  • Monthly financials & tax-ready statements
  • Quarterly strategy calls + CPA guidance
  • A/P or A/R support included
  • 1-day response time, 5 monthly CPA contacts

Controller Plan

Everything you need to stay compliant and plan for growth.
$ 1,500 Monthly
  • Bi-weekly reporting + budget management
  • Unlimited CPA support, same-day response
  • Sales tax filings, cash flow forecasting
  • Payroll & HR system oversight
  • Custom dashboards & advanced reporting
  • Ideal for scaling companies or multi-entity operations

Need CFO-Level Support?

We offer fully custom services for complex operations, real estate firms, and startups in scale mode.

TAX SEASON

Monthly

Yearly

Individual Plan

For freelancers, gig workers, and sole proprietors.
$ 60 Monthly
  • Federal & state return filing
  • One-on-one review call
  • 4-week turnaround
  • Government notice response

Enterprise Plan

For high-revenue businesses or multi-entity groups.
$ 300 Monthly
  • Everything in Organization Plan
  • Priority 2-week turnaround
  • Estimated payment assistance
  • Statement of Information + FinCEN BOI filing
  • Full audit support
  • Custom compliance coverage
  • Dedicated point of contact

Organization Plan

For LLCs, S-Corps, and partnerships with active operations.
$ 150 Monthly
  • Business, Corporation, Partnership (up to 3 partners) tax return filing
  • Tax planning session during the year
  • 4-week turnaround

Individual Plan

For freelancers, gig workers, and sole proprietors.
$ 720 Yearly
  • Federal & state return filing
  • One-on-one review call
  • 4-week turnaround
  • Government notice response

Enterprise Plan

For high-revenue businesses or multi-entity groups.
$ 1,800 Yearly
  • Everything in Organization Plan
  • Priority 2-week turnaround
  • Estimated payment assistance
  • Statement of Information + FinCEN BOI filing
  • Full audit support
  • Custom compliance coverage
  • Dedicated point of contact

Organization Plan

For LLCs, S-Corps, and partnerships with active operations.
$ 3,600 Yearly
  • Business, Corporation, Partnership (up to 3 partners) tax return filing
  • Tax planning session during the year
  • 4-week turnaround

Not sure which tax plan fits your needs?

Book a free consultation and we’ll guide you through it.