Our Pricing & Process

We Help Small & Medium Business

We build a price and value for every size and type of small business. With our tax reduction planning, you'll almost always find thousands in savings each year.

Serving Small Business & Entrepreneurs

One Solution for Books, Tax & Accounting

We love helping small business as well as independent contractors, solopreneurs, 1099 earners, construction companies and service businesses.

Book a Tax & Bookkeeping Analysis

We start with a free analysis to find ways to reduce taxes.

Cleanup the Books & Tax Reduction Plan

We'll cleanup your books and establish a pristine chart of accounts and then create a comprehensive tax reduction plan for your business.

Ongoing Bookkeeping & Easy Tax Returns

We'll keep your books up to date, pay in your taxes throughout the year, and then make tax season a breeze.

Custom Solutions for Every Business

Our Pricing

We'll build the perfect scope & pricing for your business.

Compliance Essentials
For 1099 contractors, self-employed professionals, and simple small business operations.
$500-1500/mo
Ongoing bookkeeping and basic tax compliance for straightforward businesses.
Year End Tax Returns and Tax Reduction Planning
Monthly bookkeeping & reconciliations
Basic payroll management for a small team
1099 preparation and simple sales tax filing (single state)
Low levels of complexity and transaction volume
Simple Tax Planning
Solo business, 1099 contractor, or very small operation
Growth & Tax Strategy
For growing small businesses with 2–5 employees and mid‑level complexity.
$1500-3000/mo
For small businesses that want proactive tax strategy and deeper support.
Everything in Compliance Essentials
Ongoing tax planning & estimated tax support
Expanded bookkeeping, AP/AR, payroll and sales tax for growing teams
Quarterly financial / CFO meetings to review numbers and plan ahead
Mid-levels of complexity
Need for regular tax and cash‑flow strategy
Increased accounts, transactions, and staff
Owner wants help using numbers to make better decisions
CFO & Advisory Partnership
For higher‑complexity small and medium‑sized businesses that want a finance partner.
$3000-5000/mo
Comprehensive accounting, tax, and virtual CFO support for larger operations.
Everything in Growth & Tax Strategy
Advanced budgeting, forecasting & cash‑flow planning
Monthly (or more frequent) CFO/advisory meetings
Support for larger, multi‑state or more complex operations
Higher levels of complexity, accounts, and entities
Advanced tax planning and structure questions
Leadership team that wants regular strategic financial guidance
A true alternative to hiring in‑house accounting/finance staff

FAQs

Learn more about our pricing, process and solutions here.

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