Pricing & Partnership Plans
Structured financial management should be predictable, proactive, and aligned with your growth.
Our monthly partnership plans integrate bookkeeping, tax planning, and CPA advisory into one cohesive system.
Foundation
Starting at
$399/month
Bookkeeping (Limited to 200 monthly
transactions)
Quarterly financial statements
Ongoing email support
48-72 Hours Response Time
Foundation is for businesses that already have a tax preparer but need professional, tax-ready books every month. Need us to handle the taxes, too? Upgrade to Core.
Core Compliance
Starting at
$649/month
Bookkeeping (Limited to 500 monthly
transactions)
Monthly financial statements
One CPA strategy meeting annually
Year-end tax planning
Business Income Tax Preparation (Federal
+ One State)
Ongoing email support
24-48 Hours Response Time
Designed for businesses that need structured reporting, reliable compliance, and foundational financial guidance.
Most Popular
Growth & Advisory
Starting at
$949/month
Everything in Core Compliance
Bookkeeping (expanded capacity)
Monthly financial review with performance
insights
Cash flow planning and forward-looking guidance
Quarterly strategy sessions
Year-round tax planning
Business Income Tax Preparation (Federal
+ One State)
Priority access for questions and financial decisions
Built for growing businesses that want proactive strategy, ongoing advisory support, and deeper financial insight.
Enterprise Custom
Tailored to your needs
For businesses requiring expanded transaction volume, multi-entity support, advanced advisory, or specialized compliance needs.
Includes customized bookkeeping scope, strategic advisory, and tailored tax planning services aligned with operational complexity.
Contact us to discuss Custom pricing for complex or high-volume businesses
Which Plan Is Right for You?
If you primarily need structured reporting, clean books, and annual compliance support — Core Compliance may be the right fit.
If you want deeper strategic guidance, proactive tax planning throughout the year, and direct advisory access — Growth & Advisory is designed for you.
Ready to Simplify and Strengthen Your Financial Strategy?
Let's structure a financial system aligned with your growth.
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