Start a conversation ↗Packages & services
The right level of support
for your next stage.
Every package is a clear starting point. Custom packages are available—because every business is unique.
Package 01
Starter Essentials
Starting at $450/month
Best for: freelancers, single-member LLCs, and small service businesses under approximately $250K in revenue.
Ask about Starter →- Monthly bookkeeping, up to 75 transactions
- Bank and credit-card reconciliations
- Quarterly P&L, balance sheet, and cash-flow statements
- Sales-tax filing, if applicable
- Email support with a 48-hour response
- Annual business and one personal tax return
- Basic year-end tax-planning review
Package 02
Growth Business Package
Starting at $850/month
Best for: growing businesses, multi-member LLCs, companies with employees, and $250K–$1M in revenue.
Ask about Growth →- Monthly bookkeeping, up to 200 transactions
- Full bank and credit-card reconciliation
- Monthly statements and KPI dashboard
- Payroll processing for up to 10 employees
- Quarterly tax planning and strategy calls
- Sales-tax filing
- Vendor management and AP/AR tracking
- Budgeting and cash-flow forecasting
- Annual business and personal tax returns
- Priority email support within 24 hours
Package 03
Executive CFO & Accounting Suite
Starting at $1,500/month
Best for: established and multi-location businesses with $1M–$5M in revenue and owners who want hands-off financial management.
Ask about Executive →- Full-service accounting with unlimited transactions
- Weekly reconciliations
- Custom KPI dashboards and benchmarking
- Payroll for up to 25 employees
- Quarterly deep-dive strategy sessions
- Cash-flow modeling and forecasting
- Budget creation and variance analysis
- AP/AR management
- Audit-ready financials
- Annual business and personal tax returns
- Dedicated Slack or phone support
- Year-end tax strategy and entity optimization
Optional add-ons
Extra support, when you need it.
Cleanup work$150/hour or flat quote
1099 preparation$15–$25 per form
Payroll setup$150–$300
QuickBooks setup$300–$600
Catch-up bookkeepingCustom quote