The Best Prices For Your Business
SIMPLE MONTHLY PLANS
Right-sized support for the business you run today.
Starting prices. Final scope is confirmed after a review of transaction volume, accounts, entities, properties, and the condition of your books.
Individual
$500
/ Month
Solo Professionals
- Unlimited transactions
- 2 financial accounts
- 1 business entity
- Monthly reconciliation
- P&L + balance sheet
- Tax-ready year-end package
LLC
$1000
/ Month
Active Businesses
- Unlimited transactions
- 5 financial accounts
- 1 business entity
- Up to 3 properties/classes
- Quarterly estimate check-in
- Monthly review call
Corporation
$2500
/ Month
Multi-Property Operators
- Unlimited transactions
- 8 financial accounts
- Up to 2 entities
- Up to 10 properties/classes
- Consolidated reports
- CPA-led planning session
SUBSCRIPTION DETAILS
Clear expectations from day one.
Conventional service terms shown below are demo content. Have legal and tax professionals approve the final engagement language.
| Feature | Essential | GROWTH | PORTFOLIO |
|---|---|---|---|
Monthly transactions |
Up to 75 |
Up to 200 |
Up to 400 |
Financial accounts |
2 |
5 |
8 |
Business entities |
1 |
1 |
Up to 2 |
Properties / classes |
– |
Up to 3 |
Up to 10 |
Monthly reconciliation |
Included |
Included |
Included |
P&L and balance sheet |
Included |
Included |
Included |
Close target |
Month-end |
By the 15th |
Priority close |
Quarterly estimate check-in |
– |
Included |
Included |
1099 preparation support |
– |
Included |
Included |
Review meeting |
As needed by email |
Monthly |
Monthly + planning |
Consolidated reporting |
– |
– |
Included |
Support |
Email |
Email + meeting |
Priority |
Need payroll, bill pay, sales tax, extra entities, cleanup, or more volume? Ask for a custom scope.
What we do
Everything your books need.
Nothing they do not.
Clear monthly work, practical reporting, and tax support that grows with your business.
01
PERSONAL + 1099
Federal return for an individual or independent contractor.
$149+
02
SOLE PROPRIETOR / SMLLC
Schedule C filing with organized business income and expenses.
$395+
03
PARTNERSHIP / S-CORP / C-CORP
Business return with owner schedules and entity-level review.
$795+
COMMON ADD-ONS
Quoted separately so simple clients do not subsidize complex work.
Additional state return
Custom quote
Additional property schedule
Custom quote
Payroll coordination
From $75/mo
Sales-tax filing
From $65/filing
Cleanup / catch-up work
From $149/history month
Additional business entity
From $125/mo
PARTNERSHIP / S-CORP / C-CORP
State, late, amended, and special-schedule filings may add cost.
SUBSCRIPTION DETAILS
Clear expectations from day one.
Conventional service terms shown below are demo content. Have legal and tax professionals approve the final engagement language.
Recurring plans renew monthly. Cancel with 30 days written notice after outstanding work and invoices are resolved.
Prepay 12 months and receive 10% off recurring bookkeeping fees. Tax-return fees and add-ons are excluded.
Before recurring work begins, we confirm the chart of accounts, connected accounts, prior balances, and any cleanup required.
Automatic card or ACH payment is due at the start of each service period. Failed payment may pause work.
Recurring plans renew monthly. Cancel with 30 days written notice after outstanding work and invoices are resolved.
Activity is reviewed quarterly. Persistent volume or complexity changes may require a written scope update
