Pricing
One fee.
Known
in advance.
No hourly billing, no surprise invoices in April. If your business changes, we agree the new fee before we change it.
For your books
Books
$390
/mo
Under 150 transactions a month
✓
Monthly bookkeeping
✓
Closed by the 10th
✓
Monthly reports
✓
Year-end package for your preparer
Most chosen
Books and taxes
Books + Tax
$690
/mo
From $570 for sole proprietors
✓
Everything in Books
✓
Business and owners' returns
✓
Quarterly estimates
✓
Notices handled
A finance lead
CFO
$1,450
/mo
For growing teams
✓
Everything in Books + Tax
✓
Cash forecast
✓
Monthly review call
✓
Tax planning included
Build your own quote
Seven questions, one receipt.
Answer for your business as it is today. The figure on the receipt is the fee we’d quote, and we confirm it on the call.
Add-ons
Priced the same way.
Add any of these to a package. Each is a fixed fee, agreed before we start.
Financial statement audits, litigation support and personal financial planning. We’ll refer you to people we trust.
Questions about fees
01
Can you do my personal return too?
02
I'm behind. How far is too far?
03
What if the IRS sends a letter?
Free, before the call
Send us last year’s return.
We’ll read it before the call and tell you, free, what we’d have done differently.