Pricing

Transparent pricing.
No surprises.

Flat-rate bookkeeping based on your monthly transaction volume. Same great service at every tier — no cutting corners on smaller accounts.

Bookkeeping

Monthly bookkeeping plans.

Priced by your average monthly transaction volume. Includes everything — no add-on fees.

Starter
$400/mo
Up to $15,000/mo in transactions
  • QuickBooks Online management
  • Monthly account reconciliation
  • P&L, balance sheet, cash flow statement
  • Dedicated account manager
  • Secure client portal access
  • Document exchange & messaging
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Enterprise
$700/mo
$50,001 – $100,000/mo in transactions
  • Everything in Mid-Sized
  • CFO-level advisory calls
  • Custom reporting dashboards
  • Inventory & COGS tracking
  • Senior account manager
  • Monthly strategy call
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Over $100,000/mo in transactions? Contact us for a custom quote →

Tax Preparation

Tax returns, starting at…

All returns completed securely through our client portal — no office visit required. Final price depends on complexity.

Individual — Form 1040/1040SR
$200+
Federal, state & local filings included
  • Secure document upload portal
  • Professional CPA preparation
  • PDF review before filing
  • E-file included
  • Local return filing where applicable
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Non-Profit — Form 990/990EZ/990T
$500+
All 990 variants covered
  • All Form 990 types
  • Compliance-focused review
  • Secure portal access
  • E-file included
  • State charitable registration guidance
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Not sure which plan is right for you?