You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.
Essentials
For new and early‑stage owners.
Solopreneurs and early‑stage business owners who need organized books and a clear tax picture from day one.
Included
Not included
Advisory
For established businesses ready for proactive guidance.
Owner‑operators of LLCs and S‑corps who want monthly bookkeeping, proactive tax strategy, and a real advisory rhythm.
Included
Not included
Partner
For growing companies that want it all handled.
Established businesses with team, complexity, or multiple entities who want a true outsourced finance partner.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi‑state, prior‑year cleanup, multiple entities) are quoted individually.
Hourly billing quietly punishes you for asking questions. Flat monthly fees do the opposite — they invite the conversations that make the work valuable.
Before any work starts, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30‑minute call helps you make a better decision, that's the point.
What matters isn't how long the work takes. It's that your finances are organized, your taxes are optimized, and there's someone to call before the next big move.
Pricing changes only when your business meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, this year's fee is next year's fee.
Bookkeeping, payroll, business returns, advisory, and personal returns bundled together. No separate bills, no piecing together providers.
Next step
A short conversation, a clear monthly number in writing, and a sense for whether we're the right fit. No pressure.
