Simple, Transparent Pricing
No hidden fees. No surprise charges. Choose the plan that fits your business and scale as you grow.
Starter
Essential bookkeeping and tax compliance for freelancers and early-stage businesses.
- AI-powered transaction categorization
- Monthly bank reconciliation
- Quarterly financial statements
- Annual tax return preparation (1 entity)
- Dedicated account manager
- Client portal access
- Document upload & storage
Professional
Comprehensive accounting and proactive tax planning for growing businesses.
- Everything in Starter, plus:
- Weekly transaction categorization
- Monthly financial statements & reports
- Payroll processing (up to 10 employees)
- Quarterly tax planning consultations
- Sales tax filing
- Accounts payable & receivable management
- Year-round tax strategy optimization
- Priority support
Enterprise
Full-service financial management with virtual CFO advisory for established businesses.
- Everything in Professional, plus:
- Virtual CFO advisory
- Cash flow forecasting & budgeting
- Financial KPI dashboards
- Multi-entity consolidation
- Unlimited payroll processing
- Board-ready financial packages
- Entity structuring & optimization
- Dedicated senior CPA
- Same-day response SLA
Frequently Asked Questions
Can I switch plans later?
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
Is there a setup fee?
No. There are no setup fees, onboarding charges, or hidden costs. The price you see is the price you pay.
What if I need services from multiple tiers?
Contact us for a custom quote. We frequently build tailored packages that combine elements from different tiers to match your exact needs.
Do you offer annual billing discounts?
Yes. Clients who pay annually receive a 10% discount on their total. Contact us for details.
Not sure which plan is right for you?
Schedule a free consultation and we will recommend the best fit for your business.