A little help with the books or a fuller accounting partnership. Choose what fits your business today, with room for what comes next.
A PLACE TO START
A starting point for our conversation. We’ll confirm the right scope with you.
$224.25 /month for months 1–12
Then from $299.00/monthTalk through this planTHE EVERYDAY ESSENTIALS
Monthly starting prices in USD. Standard pricing applies from month 13. Your scope and fees are agreed in writing.
For owners who want organized books and a reliable monthly view.
Starting at · months 1–12
$111.75/mo
From month 13: $149.00/mo
For self-employed owners bringing bookkeeping and taxes together.
Starting at · months 1–12
$224.25/mo
From month 13: $299.00/mo
For solo S corporation owners managing books, payroll and returns.
Starting at · months 1–12
$374.25/mo
From month 13: $499.00/mo
For businesses with employees and recurring accounting needs.
Starting at · months 1–12
$561.75/mo
From month 13: $749.00/mo
For owners ready to bring more of the back office into one plan.
Starting at · months 1–12
$749.25/mo
From month 13: $999.00/mo
For businesses that want regular planning alongside daily accounting.
Starting at · months 1–12
$1,124.25/mo
From month 13: $1,499.00/mo
THE BIGGER PICTURE
Focused financial guidance and oversight. These plans have their own scope and do not automatically include every service above.
For owners making decisions about cash, hiring and growth.
Starting at · months 1–12
$1,499.25/mo
From month 13: $1,999.00/mo
For businesses needing closer oversight of their accounting process.
Starting at · months 1–12
$1,499.25/mo
From month 13: $1,999.00/mo
For established businesses looking for coordinated accounting support.
Starting at · months 1–12
$2,999.25/mo
From month 13: $3,999.00/mo
SIDE BY SIDE
Choose any three plans. These are starting service fees; your proposal confirms the final scope, limits and price.
| Compare | Monthly Bookkeeping | Solopreneur | Solopreneur S Corp |
|---|---|---|---|
| Monthly, first 12 months | $111.75 | $224.25 | $374.25 |
| Monthly, from month 13 | $149.00 | $299.00 | $499.00 |
| First 12 months total | $1,341.00 | $2,691.00 | $4,491.00 |
| First-year service fee savings | $447.00 | $897.00 | $1,497.00 |
| Included scope |
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| Next step | Discuss this plan ↗ | Discuss this plan ↗ | Discuss this plan ↗ |
Separately quoted: historical cleanup, additional returns, work outside scope, government fees and third-party software. Advisory and oversight plans do not automatically include processing or tax preparation.
BEFORE WE BEGIN
The displayed introductory monthly price is 25% below the standard starting price for your first 12 months of service. From month 13, the standard monthly fee shown in your engagement applies. All prices are in U.S. dollars.
We review your accounts, transaction volume, employee count, entities, filing needs and the condition of your books. Before work begins, your written proposal confirms the services, limits, first-year fee and fee from month 13. The 25% discount applies to the agreed recurring service fee.
Catch-up bookkeeping, historical cleanup, additional returns and work outside the agreed scope are quoted separately. Government fees, taxes owed and third-party software charges are separate from our service fee and are not discounted.
No. Each card lists that plan's services. Monthly Bookkeeping does not include returns or payroll. CFO and Controller plans focus on advisory or oversight; preparation and processing services are included only if specified in your proposal. We confirm the tax year, return types and filing scope in writing.
We agree how documents, reports and questions will be handled during onboarding, including your reporting schedule and the best way to reach us. Your written scope sets out the work we will handle together.
Book a free consultation. We discuss your business, review the work involved and send a written proposal. You can ask about commitment, cancellation and billing terms before agreeing to anything.
LET’S MAKE ROOM FOR WHAT’S NEXT
Bring your questions. We’ll bring a clear next step. Twenty minutes, no obligation.
Prefer a call? +1 (786) 688-7861
