Clear, Transparent Pricing. No Surprises.
Choose the plan that fits your business size and needs. All plans include a dedicated CPA, cloud accounting software, and no setup fees.
Starter
Perfect for freelancers and very small businesses.
per month, billed monthly
- Monthly bookkeeping (up to 150 transactions)
- Bank and credit card reconciliation
- Monthly financial statements
- Annual tax return (federal + 1 state)
- QuickBooks or Xero subscription included
- Email support (48-hour response)
- Payroll services
- Quarterly tax planning
- Fractional CFO hours
- Priority response
Growth
Built for growing SMBs that need more financial support.
per month, billed monthly
- Monthly bookkeeping (up to 500 transactions)
- Bank and credit card reconciliation
- Monthly financial statements + KPI dashboard
- Annual tax return (federal + up to 3 states)
- QuickBooks or Xero subscription included
- Priority email & phone support
- Payroll processing (up to 10 employees)
- Quarterly tax planning sessions
- Fractional CFO hours
- Custom financial modeling
Premium
Full-service financial partnership for established businesses.
per month, billed monthly
- Unlimited transaction bookkeeping
- Bank and credit card reconciliation
- Weekly financial statements + custom reporting
- Annual tax return (federal + unlimited states)
- QuickBooks or Xero subscription included
- Dedicated CPA — direct phone & email
- Full payroll services (unlimited employees)
- Monthly tax strategy sessions
- 4 Fractional CFO hours/month
- Custom financial modeling and forecasting
Need a Custom Quote?
Every business is different. If your transaction volume, number of entities, or service needs don't fit a standard plan, we'll build a custom package for you.
Request Custom QuoteStandard Features Across All Plans
No matter which plan you choose, you get the same level of care, security, and reliability.
Optional Add-On Services
Need something specific? Add individual services to any plan at transparent flat rates.
Frequently Asked Questions
Everything you need to know about working with CPAS.
Not Sure Which Plan Is Right for You?
Book a free 30-minute consultation. We'll review your business needs and recommend the right fit — no commitment required.
No setup fees. Cancel anytime. Satisfaction guaranteed.