You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.
Foundation
Get the books, payroll, and tax basics handled.
Owner-operators who need a clean financial foundation and a partner who picks up the phone.
Included
Partnership
The advisory rhythm clients stay for.
Established businesses ready for proactive guidance, planning, and the conversations that actually move the business.
Included
Outsourced Partner
For growing companies that want it all handled.
Businesses with team, complexity, or multiple entities who want a true outsourced financial partner sitting alongside the leadership team.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi-state, prior-year cleanup, multiple entities) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly fees do the opposite.
Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — a 30-minute call that helps you make a wiser decision is exactly the point.
What matters isn't how long the work takes. It's that your finances are clear, your taxes are optimized, and you have someone to call. The fee reflects the outcome.
Pricing only changes when your business meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, what you pay this year is what you pay next year.
Bookkeeping, payroll, returns, and advisory bundled together. No separate bills, no piecing things together across providers.
A short conversation, a quick look at where the business stands today, and a clear monthly number — in writing. No pressure.
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