Simple, Transparent Pricing
Monthly retainers built for lasting partnership. Project pricing that pays for itself.
Flexible Plans. Consitent Value
Whether you need steady monthly advisory or specialized project work, we build ongoing partnerships around your business goals. Every plan is transparent, straightforward, and billed monthly through QuickBooks Payments (ACH preferred).
Core Accounting
For business owners who want reliable bookkeeping, tax prep, and guidance without the overhead.
Solid fundamentals, clear reporting, and consistent monthly support.
Starting at $750 / month
Range: $750 – $1,500 depending on complexity
- Monthly bookkeeping & reconciliation (QBO)
- Chart of Accounts setup & maintenance
- Monthly financial statements
- Document workflow & receipt capture
- Quarterly reviews & tax adjustments
- Year-end prep package for tax filing
Advisory / CFO Services
For growing companies that need strategic financial insight; not just numbers.
Advanced planning, forecasting, and hands-on advisory built around your goals.
Starting at $2,000 / month
Range: $2,000 – $4,000 depending on scope
- Everything in Core Accounting
- KPI dashboard & cash flow forecasting
- Budget vs actual tracking
- Monthly CFO review & strategy call
- Tax planning calendar & estimated payments
- Banking & financing support
Wealth + Advisory
For individuals and families ready to align taxes, investments, and long-term planning.
Comprehensive strategy, high-touch support, and proactive wealth management.
Starting at $3,500 / month
Range: $3,500 – $6,000 depending on complexity
- Everything in Advisory / CFO
- Consolidated wealth dashboard
- Investment & retirement tax strategy
- Cash-flow forecasting & scenario modeling
- Annual wealth strategy meeting
- Coordination with estate / insurance advisors
Workflow Automation & System Integration
For firms seeking to streamline reporting workflows, and financial systems.
We design custom automation that connect QuickBooks, Notion, Google Drive, and other tools into one seamless ecosystem.
Pricing varies by scope.
Special Projects & Add-Ons
One-time engagements and specialized services available alongside any plan.
| Project | Description | Typical Range |
|---|---|---|
| QuickBooks Setup & Cleanup | Chart of Accounts design, system configuration, and historical data import. | $95 – $175/hr or fixed quote |
| System Migration | Move from desktop or legacy accounting software to QuickBooks Online. | Custom quote |
| Catch-up Bookkeeping | Historical reconciliations and data cleanup for prior periods. | Based on months & complexity |
| Financial Review & Benchmarking | One-time analysis of performance, KPIs, and cash flow trends. | $500–$1,200 |
| Tax Strategy Review | Annual or mid-year advisory session for planning and entity optimization. | $400 flat |
Common Questions
How do monthly retainers work?
Retainers are billed automatically each month through QuickBooks Payments (ACH preferred). You’ll receive an invoice summary before each billing cycle and can adjust scope as your needs change.
Can I switch between plans?
Yes. Plans are flexible. You can upgrade or scale back anytime. We’ll adjust your retainer accordingly.
We focus on monthly partnerships built around your business goals. We offer flexible options for advisory, automation, and special projects.
All retainers are billed monthly via QuickBooks Payments (ACH preferred).
What if I just need help with tax prep or cleanup?
One-time projects are always available. We’ll scope and price those clearly before any work begins so there are no surprises.
Do you work with startups or established firms only?
Both. We tailor our approach to your stage. Early businesses get structure and automation; established firms get deeper financial insight.
Is QuickBooks required?
QuickBooks Online is our preferred platform for efficiency and integration, but we can advise on setup or migration from others.
Clarity today. Confidence tomorrow.
Together, let’s make your financial systems work smarter.