Scale your startup with the right financial talent.
From basic bookkeeping to strategic financial support—choose a plan that fits your business size and goals.
Basic Plan
A Starter Plan to begin quickly-
Monthly bookkeeping (Cash or Accrual Basis)
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Monthly Financial Statements (P&L, Balance Sheet & Cash Flow)
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Year-end tax-optimized financial package
Monthly pricing based on Revenue:
$0-$500k/year = $300
$500k-1m/year = $500
$1m-2m/year = $750
$2m-$4m/year = $975
$5m - $7.5m/year = $1200
$0-$500k/year = $300
$500k-1m/year = $500
$1m-2m/year = $750
$2m-$4m/year = $975
$5m - $7.5m/year = $1200
Essential Plan
A Packed Size Plan that fits your needs-
Everything in the Basic Plan
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One (45-minute) monthly meeting to review the company’s financial health & strategic insights
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Year-end tax-optimized financial package
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Ad-hoc chat support
Monthly pricing based on Revenue:
$0-$500k/year = $475
$500k-1m/year = $700
$1m-2m/year = $950
$2m-$4m/year = $1200
$5m - $7.5m/year = $1600
$0-$500k/year = $475
$500k-1m/year = $700
$1m-2m/year = $950
$2m-$4m/year = $1200
$5m - $7.5m/year = $1600
Premium
All you need for your finance to be smooth-
Everything in Essential, Plus
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Sales Tax Filing in up to 3 states
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Two (45-minute) monthly meetings to review the company’s financial health & strategic insights
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Income Tax Filing (1120, 1120S, 1065, or 1040 for sole proprietors)
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Tax Planning and Advisory
Monthly pricing based on Revenue:
$1m-2m/year = $1,200 $2m-$4m/year = $2,000
$5m - $7.5m/year = $3,000
$1m-2m/year = $1,200 $2m-$4m/year = $2,000
$5m - $7.5m/year = $3,000
Super
