Flat monthly rates based on your business size and the services you need. You'll always know what you're paying — and exactly what you're getting.
Not sure which tier fits? Book a free call — we'll tell you exactly which plan makes sense and why.
For small businesses getting financially organised
Custom-quoted based on your business complexity.
For established businesses ready to scale profitably
Custom-quoted based on your business complexity.
For ambitious businesses that need CFO-level leadership
Custom-quoted based on your business complexity.
Multiple LLCs, holding companies, complex ownership structures, or high-volume transaction businesses. We build a fully custom engagement — scope, team, and pricing are agreed upfront.
Your final monthly rate is custom-scoped during your discovery call. Here's what we look at.
A freelancer doing $150K/year has different needs than a retailer doing $2M. Your tier starting point is based on your revenue band and how much financial activity we're managing.
Bookkeeping only is simpler than bookkeeping + tax planning + CFO oversight. Your final price reflects the services that make sense for your stage and goals — nothing more.
High transaction volumes, multiple entities, and complex payroll add time to your engagement. We account for this upfront so there are no billing surprises mid-engagement.
After your free discovery call, you'll receive a written quote with a clear scope and fixed monthly price. No negotiation games, no fine print.
Get your custom quoteEvery service can be included in a package or added individually. Final pricing is confirmed at scoping.
| Service | Pricing model | Notes |
|---|---|---|
| Monthly Bookkeeping | Flat monthly rate | Based on transaction volume |
| Annual Tax Preparation | Per filing | Business + personal available |
| Tax Planning (Proactive) | Included in Growth+ | Quarterly strategy sessions |
| Payroll Processing | Per employee/month | Multi-state available |
| IRS Resolution | Project-based | Quote after case review |
| Accounting Cleanup | Project-based | One-time engagement |
| Service | Pricing model | Notes |
|---|---|---|
| Fractional CFO | Included in Strategic | Or standalone add-on |
| Cash Flow Forecasting | Included in Strategic | Monthly deliverable |
| Financial Modelling | Project-based | Investor-ready models |
| Budgeting & Forecasting | Flat monthly add-on | |
| Business Consulting | Hourly or retainer | Strategy sessions |
| Service | Pricing model | Notes |
|---|---|---|
| LLC Formation | One-time fee | State filing included |
| Corporation Formation | One-time fee | S-Corp or C-Corp |
| EIN Registration | One-time fee | Federal Tax ID |
| Registered Agent Services | Annual flat rate | All 50 states |
| S-Corp Election | One-time fee | IRS Form 2553 filing |
| Service | Pricing model | Notes |
|---|---|---|
| Business Credit Building | Flat monthly rate | Structured 12-month programme |
| Personal Credit Building | Flat monthly rate | Dispute + strategy support |
| Credit Repair | Flat monthly rate | Dispute management included |
| Service | Pricing model | Notes |
|---|---|---|
| Business Loan Sourcing | Success-based | No upfront fee |
| SBA Loan Preparation | Project-based | Full application support |
| Lines of Credit | Success-based | Revolving credit access |
| Lender Readiness Review | One-time fee | Financial statements + narrative |
No. Onboarding is included in your first month. There are no hidden setup fees, activation charges, or contract minimums. Your first invoice is for exactly the services we agreed.
No. We bill flat monthly rates only. You know your cost before we start and it doesn't change mid-month based on how many emails we exchange. The only exceptions are one-time project services (like formations or financial modelling) which are quoted as fixed project fees.
Your plan scales with you. If you add payroll, move into a new state, or want to layer in CFO services, we adjust your engagement and the rate is updated for the next billing cycle. No penalty for growth.
No long-term contract is required. We ask for 30 days notice if you decide to move on. That said, most of our clients stay because the value compounds over time — tax savings, credit progress, and CFO insight build month over month.
Yes. Many clients start with bookkeeping or tax prep and layer in additional services as their business grows. We scope what you need now and add services when the time is right.
Book a free 30-minute call. We'll look at your revenue, business structure, current financial setup, and goals — and tell you exactly which services and tier make sense. You'll leave the call with a clear recommendation, not a sales pitch.
No commitment. No obligation. A 30-minute conversation that gives you a written quote, a recommended service plan, and a clear picture of the value you'll get.
Free 30-minute strategy call. Written quote included. No commitment required.
