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.
Essentials
For individuals and early-stage business owners.
Solo operators and individuals who need clean books, organized financials, and a sharp tax strategy from day one.
Included
Not included
Strategic
For established businesses ready for proactive strategy.
Owner-operators of LLCs and S-corps who want monthly bookkeeping, proactive tax planning, and a real advisory rhythm.
Included
Not included
Command
For growing companies that want it all handled.
Established businesses with team, complexity, or multiple entities who want a true outsourced finance partner.
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 — if a quick call helps you make a smarter decision, that's the point.
What matters isn't how long the work takes — it's that your finances are organized, your taxes are optimized, and you have a sharp partner 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, this year's fee is next year's fee.
Bookkeeping, payroll, business returns, advisory, and personal returns are bundled. No separate bills, no stitching things together across providers.
A short conversation, a quick look at where things stand, and a clear monthly number — in writing. No pressure.
