Fixed fees, agreed up front
Most clients land in one of these. Every quote is written before any work starts.
-
Books only
from $250/month
Monthly bookkeeping and a one-page summary.
- Monthly reconciliations
- Receipt capture
- Year-end pack for your tax preparer
-
Most people start here
Books and tax
from $450/month
The books, plus your business and personal returns.
- Everything in Books only
- Business and personal tax returns
- Fall planning meeting
- Notices handled
-
Everything
from $750/month
For owners who want the finance function run for them.
- Everything in Books and tax
- Payroll
- Quarterly forecast
- A partner on call