Packages

Predictable pricing. No surprise invoices.

Three flat-fee tiers built for where you are right now — and where you're heading next. Switch up or down anytime as your business evolves.

Silver

Solid foundations

$299/ month

Solopreneurs and side businesses up to ~$250k revenue.

Monthly bookkeeping (up to 100 transactions)
Bank & credit card reconciliation
Quarterly financial statements
Annual personal tax return (1040)
Email support (48-hour response)

Get started with Silver

Most popular

Gold

Growth-ready

$649/ month

Established small businesses up to ~$1M revenue.

Everything in Silver, plus:
Unlimited monthly transactions
Monthly financial statements + review call
Business tax return (1120-S / 1065 / Sch. C)
Quarterly tax planning & estimates
Payroll for up to 5 employees
Priority email & phone support

Get started with Gold

Platinum

Strategic partnership

$1,499/ month

Scaling businesses $1M+ in revenue or complex tax situations.

Everything in Gold, plus:
Dedicated accountant & client manager
Outsourced CFO services & KPI dashboards
Cash-flow forecasting & budgeting
Multi-entity & multi-state filings
Unlimited payroll & 1099s
Audit & IRS representation included
Same-day support

Get started with Platinum

Custom needs? Request a tailored quote.