Plans & Pricing

Choose the service package that fits your business needs. Whether you simply need tax compliance or full CFO-level financial guidance, our plans are designed to support you at every stage of your business. Each tier includes the essentials you need, with options to add more support as your business grows.

Tier 1 — Tax Compliance Only

Good for: Simple businesses that only need required tax filings

Tier 2 — Compliance + Bookkeeping (QBO)

Good for: Businesses needing clean quarterly financials + accurate books

Tier 3 — CFO / Advisory Package

Good for: Growing businesses needing strategic financial guidance & planning

Income tax filing
Payroll & sales tax filings
Reading IRS/State notices (non-audit)
Year-end bookkeeping cleanup (minimum)
Basic financial statements for tax filing
Covers tax filing requirements only

Starting at $60/month

Everything in Tier 1, PLUS
Quarterly bookkeeping in QBO
Quarterly P&L & Balance Sheet
Documentation for loans, leases, and taxing departments
Quarterly reconciliations
QBO account fully managed for you
Basic tax planning (if needed)
Basic cash flow review

Starting at $110/month

Everything in Tier 1 + Tier 2, PLUS
Monthly or quarterly bookkeeping (client’s choice)
Monthly/Quarterly financial statements + custom reports
Full tax projection & planning
Cash flow planning & forecasts
Budgeting & forecasting
Monthly/Quarterly business strategy meetings
Priority QBO management + custom setup
Lender-ready documentation (SBA/bank support)

Starting at $200/month

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