Pricing

Simple pricing, built around what you actually need.

Bookkeeping is the floor for every plan. Add tax prep and capital strategy as your startup needs them — the price and feature set below update to match.

Tier 1

Bookkeeping

$200/mo

Starting price

Monthly transaction categorization and coding
Bank and credit card account reconciliation
Monthly financial reporting (P&L, balance sheet, cash flow)
Document checklist and organizer
Client workshops / group events

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Tier 2

Bookkeeping + tax filing

$500/mo

Starting price

Everything in Tier 1
Personal and business tax return prep & filing
Deadline monitoring and extension filing
Year-end close and books prep for tax filing
Notice, audit rep, and amendments available as add-ons

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Recommended

Tier 3

Tax advisory (white-glove)

$1,500/mo

Starting price

Everything in Tier 2
Estimated tax, withholding, and cash-flow guidance
S-corp payroll true-up and multi-entity strategy
Notice and audit representation, amendments — included
Payroll and AP/AR management — included
Strategic tax planning sessions

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Compare every plan, line by line.

Every feature, every tier — bookkeeping is the floor everyone gets, tax prep and capital strategy layer on top.

	Tier 1Bookkeeping$200/mo	Tier 2Bookkeeping + tax filing$500/mo	RecommendedTier 3Tax advisory (white-glove)$1,500/mo
Monthly transaction categorization and coding	Included	Included	Included
Bank and credit card account reconciliation	Included	Included	Included
Document checklist and organizer	Included	Included	Included
Monthly financial reporting (P&L, balance sheet, cash flow)	Included	Included	Included
Deadline monitoring	—	Included	Included
Authorized extension filing	—	Included	Included
Personal tax return (Form 1040) prep & filing	—	Per return	Per return
Business tax return preparation and filing	—	Per return	Per return
Year-end close and books prep for tax filing	—	Included	Included
Estimated tax, withholding, and cash-flow guidance	—	—	Included
S-corp owner payroll true-up / reasonable comp analysis	—	—	Included
Multi-entity and restructuring strategy	—	—	Included
Notice and audit representation	—	Add-on	Included
Tax return amendments	—	Add-on	Included
Strategic tax planning sessions	—	—	Included
Payroll processing	Add-on	Add-on	Included
Accounts payable / accounts receivable management	Add-on	Add-on	Included
R&D tax credit study and filing	—	Add-on, if qualified	Add-on, if qualified
Client workshops / group events	Included	Included	Included

Starting price — exact pricing depends on your books. We'll confirm the right setup once we talk.

Not sure which tier fits?

Tell us where you are and we'll tell you exactly what you need — no upsell, no guesswork.

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Every plan starts with clean books

Bookkeeping isn't an upsell here — it's the floor every tier is built on top of.