Completely Transparent. All-Inclusive. No Billable Hours.

Starts at $750
Per Month
Up to 1,000 Transactions

Starts at $1,250
Per Month
Up to 1,000 Transactions

Starts at $1,750
Per Month
Up to 1,000 Transactions

Add-On Items:

Additional State Tax Returns


Additional Owner Tax Returns

$75/mo/additional owner for federal + 1 state

Additional Quarterly Tax Estimates

$50/mo/ additional owner

R&D Tax Credit

15% of Credit

Employee Retention Credit

15% of Credit

1099 Processing


Annual Reports / State Registrations


Bookkeeping Clean Up

Priced based on Scope

Specialty Bookkeeping Services (Segmented Bookkeeping, Multi-Entity, Inventory Tracking, Consolidated Reporting, Software Implementation)

Priced based on Scope

Specialty Tax Services (State Nexus Analysis, Tax Provision, Corporate Consolidation, Transfer Pricing, M&A, Form 1042, Form 5471, Form 5472, etc.)

Priced based on Scope

Risk-Free Gurantee

Typical accountants bill by the hour. This is bad because you cannot budget what your accounting and financial spend will be. The whole point of an accountant is to help grow your bottom line and make your business financials more predictable and understandable. By providing an all-inclusive monthly cost, our fees can be a known quantity, and clearly included in your budgeting process. As a typical rule of thumb, small businesses should aim to spend 1-2% of revenue on their finance function. Anything less, you may be leaving tax and financial opportunities on the table. Anything more, you may be overpaying. Our goal is to find the point where price and value intersect. To de-risk the engagement, if you try our services for a month – and in that month we cannot identify $5,000 in additional deductions or overall profit opportunities – we will refund 100% of your first month’s cost and you can walk away risk-free. Interested? Let’s talk.