Build your price

Answer a few quick questions and see exactly what your practice would pay — and what's included. No email required.

1What's your practice's annual revenue?

Your monthly plan scales with the size of your practice.

Under $150K $150K–$350K $350K+

2How much support do you want?

Foundations — clean, compliant books, done for you. Full ServiceMost Popular — books + a dedicated advisor + proactive tax strategy. CFO / Growth — everything in Full Service + a monthly strategy partner.

CFO / Growth is built for practices $150K+. We'll show pricing from the Growing tier.

3How often do you want your bookkeeping done?

Quarterly is a lower-cost option for lower-volume practices. (Full Service & CFO include monthly reporting.)

Monthly Quarterly (save)

4Is your practice an S-Corp?

S-corps need a little extra payroll & compliance work each month.

No / Not yet Yes

5Want us to handle your tax filing?

Optional. Add only the returns you want us to prepare.

Personal tax return+$60/mo Business tax return (S-corp / partnership)+$75/mo

6States you file in Home state is included; each extra is $150/yr at tax time.

7Bank & credit-card accounts Up to 3 included; each extra is +$15/mo.

8Anything to get set up first?

One-time items, shown separately from your monthly price.

I need help setting up an S-Corp$1,500 once I'm behind on bookkeeping months behind

Your estimated price

$250/mo

Foundations

Monthly bookkeeping

Price breakdown

What's included

Billed separately

Book your free consult →

Estimate only. We confirm your exact price on a quick consult — and if we're not a fit, we'll tell you.