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
For new founders and early‑stage businesses.
First‑time founders and early‑stage owners who need clean books, a real entity strategy, and a strategic advisor from day one.
Included
Not included
Strategy
For established founders ready for proactive advisory.
Owner‑operators of LLCs and S‑corps who want monthly bookkeeping, proactive tax planning, and a real quarterly advisory rhythm.
Included
Not included
Advisory
For growing companies that want it all handled.
Established businesses with team, complexity, or multiple entities who want a true outsourced finance & tax 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 30‑minute call helps you make a better decision, that's the entire point.
What matters isn't how long the work takes. It's that your structure is right, your taxes are optimized, and you have a strategic 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, what you pay this year is what you pay next year.
Bookkeeping, payroll, business returns, advisory, and personal returns are bundled. No separate bills, no piecing things together across providers.
A short call, a quick look at where the business stands, and a clear monthly number — in writing. No pressure.
