Pricing

Transparent tiers. Built to scale with you.

A sleek, multi-tier pricing matrix. Flip the toggle to annual and lock in 20% — every tier includes the encrypted document vault and MFA.
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Bill MonthlyBill AnnuallySave 20%

STARTER PLAN

The Foundation

$199/mo

billed monthly

Get Started

INTEGRATED BOOKKEEPING

  • Monthly Bank & Credit Card Reconciliation
  • Live Cloud Financial Dashboard
  • Automated Digital Receipt Capture
  • Dedicated Email & Chat Support

STRATEGIC TAX SERVICES

  • Year-End CPA Tax Package Ready

BUSINESS ADVISORY

Not Included

Most Popular

GROWTH PLAN

The Compliance Shield

$399/mo

billed monthly

Start Growth Plan

INTEGRATED BOOKKEEPING

  • Everything in Starter
  • Priority Ledger Management
  • Multi-Entity Reconciliation

STRATEGIC TAX SERVICES

  • Proactive Mid-Year Tax Planning
  • Multi-State Compliance Review
  • Annual Federal & State Tax Preparation

BUSINESS ADVISORY

  • Quarterly Performance Review
  • Real-Time Cash Flow Monitoring

PAYROLL SERVICES

  • Full-Cycle Payroll Processing
  • Payroll Tax Filing & Compliance
  • Direct Deposit & Contractor Payments

PREMIUM PLAN

The Strategic Vault

$699/mo

billed monthly

Schedule CFO Consultation

INTEGRATED BOOKKEEPING

  • Everything in Growth
  • Dedicated Account Team & Slack Channel

STRATEGIC TAX SERVICES

  • Custom Corporate Tax Minimization
  • Cross-Border / Nexus Filing Support
  • Annual & Quarterly Tax Filings

BUSINESS ADVISORY

  • Monthly Fractional CFO Advice
  • Predictive Cash Flow Forecasting
  • Growth & Scaling Strategy Sessions

All plans include a secure document vault, multi-factor authentication, and dedicated support channels.

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