Pricing
Flat scopes. Written quotes. No clock-watching.
Every engagement is quoted up front so you always know the number before we begin. The figures below are starting points, tuned to your situation after a short call.
Personal
For individuals and households who want their taxes done right and explained clearly.
- —Federal and state individual return
- —Prior-year review for missed deductions
- —Quarterly estimate guidance
- —Year-round email support
Business
PopularFor owner-operated businesses that need their books and filings handled on a steady cadence.
- —Monthly bookkeeping and close
- —Business and personal tax filings
- —Payroll setup and processing
- —Quarterly planning call
- —Priority response within one business day
Advisory
For growing teams that want a fractional CFO in the room for the decisions that matter.
- —Everything in Business
- —Cash-flow modeling and forecasting
- —Pricing and margin strategy
- —Board-ready monthly reporting
- —Dedicated senior advisor
Honest answers about what it costs
Lorem ipsum dolor sit amet consectetur adipiscing elit. We do not bill by the minute or surprise you with line items. You approve a scope, and that is the price.
Need something that does not fit a tier? Most clients land on a custom blend of bookkeeping, payroll, and filings. Tell us where you are and we will shape it.
Talk it through: (415) 555-0182