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.
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$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
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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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Ready to Take Control of Your Taxes & Accounting?

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