Transparent Pricing
Fixed fees. No surprises.
Pricing is based on monthly transaction volume, number of accounts, and service complexity. All plans are billed monthly. Payroll available as an add-on to any tier.
Tier 1 - $497
Tier 2 - $747
Tier 3 - $1,247
Tier 4 - $1,997
Tier 5 - $2,997
vs
Tier 1 - $497
Tier 2 - $747
Tier 3 - $1,247
Tier 4 - $1,997
Tier 5 - $2,997
Tier 1
The "Getting Started"
Up to 100 transactions · 3 accounts
Bookkeeping
Up to 100 transactions/mo
Up to 3 bank/CC accounts
Up to 1 loan
Monthly P&L & Balance Sheet
QBO management
Email support
1 hr phone call/mo
CPA Tax Services
Annual business tax return
Quarterly estimated tax
Monthly tax check-in
Tax Q&A by email
Get Started
Tier 2
The "Building Momentum"
Up to 200 transactions · 5 accounts
Bookkeeping
Up to 200 transactions/mo
Up to 5 bank/CC accounts
Up to 2 loans
AP up to 10 bills/mo
AR up to 10 invoices/mo
Payroll add-on available
1 hr phone call/mo
CPA Tax Services
Annual business tax return
Quarterly estimates with tax planning
Monthly Q&A call
Year-round Q&A support
Get Started
Tier 3
The "Revenue Ready"
Up to 350 transactions · 8 accounts
Bookkeeping
Up to 350 transactions/mo
Up to 8 bank/CC accounts
Up to 3 loans
AP up to 20 bills/mo
AR up to 20 invoices/mo
Sales tax up to 2 filings/yr
Payroll included
1 hr phone call/mo
CPA Tax Services
Annual business tax return (up to 2 states)
Quarterly estimates + proactive tax planning
Monthly tax strategy call
Unlimited tax Q&A + advisory
Get Started
Tier 4
The "Momentum Machine"
Up to 500 transactions · 12 accounts
Bookkeeping
Up to 500 transactions/mo
Up to 12 bank/CC accounts
Up to 5 loans
AP up to 40 bills/mo
AR up to 40 invoices/mo
Sales tax up to 4 filings/yr
Payroll included
Bi-weekly check-ins
CPA Tax Services
Annual business tax return (multi-state)
Quarterly estimates + advanced tax planning
Monthly tax strategy call
Unlimited advisory + proactive planning
Get Started
Tier 5
The "Elite Fractional CFO"
500+ transactions · unlimited accounts
Bookkeeping & CFO
500+ transactions/mo
Unlimited accounts & loans
Unlimited AP & AR
Unlimited sales tax filings
Payroll included
Fractional CFO oversight
Board-ready reporting
Weekly check-ins
CPA Tax Services
Multi-entity business tax returns
Quarterly estimates + full tax strategy
Monthly and on-demand strategy calls
Advanced advisory (QBI, cost seg, R&D, retirement)
Multi-state compliance + entity structuring
Get Started
Catch-up & cleanup priced by project. · Contact for a free assessment. · All plans cancel anytime.