Pricing
Providing expert accounting, tax planning, and financial consulting services to help businesses grow, comply, and achieve long-term success.
Pricing
Flexible Plans. Clear Rates. No Surprises
Choose a pricing plan that fits your business needs perfectly
Basic Plan
Perfect for small businesses just getting started
$600$1150/
- 300 Transactions*
- Full Service Bookkeeping
- Compliance Ready Financials
- Categorization & Expense Tracking
- Monthly Financial Statements
- Annual Video Explainer & Management Report
Essential Plan
Perfect for small businesses just getting started
$750$1450/
- 400 Transactions*
- Full Service Bookkeeping
- Categorization & Expense Tracking
- Compliance Ready Financials
- Monthly Financial Statements
- Quarterly Video Explainer & Management Report
- Payroll Processing & Filing (upto 10 employees)
- Sales Tax Tracking & Filing
- 1099s Filing & Tracking
- On-Demand Q&A Call Support (1 call / month)
FREE PERKS
Free Logo Design / Re-Design (Valued at $300)
10% discount on tax filing & Additional Services
Scale Plan
Perfect for small businesses just getting started
$1500$3000/
- 1000 Transactions*
- Full Service Bookkeeping
- Categorization & Expense Tracking
- Compliance Ready Financials
- Monthly Financial Statements
- Monthly Video Explainer & Management Report
- Payroll Processing & Filing (upto 25 employees)
- Sales Tax Tracking & Filing
- 1099s Filing & Tracking
- On-Demand Q&A Call Support (2 call / month)
- Quarterly Financial Review Meetings
- Basic Tax Planning & Strategy
FREE PERKS
Free Graphical Rebrand* (Valued at $800)
15% discount on tax filing & Additional Services
FAQs
As a leading agency, we are dedicated to providing comprehensive educational resources and answering frequently asked questions to help our clients.
Who is Basic Plan is for?
The Basic Plan is best for very small businesses, startups, or solo entrepreneurs who just need the fundamentals: accurate bookkeeping and essential tax support without advanced features. It’s a good starting point if you’re just testing the waters, but most of our clients quickly outgrow it.
Who is Essential Plan is for?
The Essential Plan is our most popular choice, and for good reason. It’s designed for growing businesses that want more than the basics. Along with your dedicated account manager, you get enhanced reporting, regular financial insights, and priority support. It strikes the perfect balance between value and depth, giving you the tools and guidance to run your business with confidence.
Who is Scale Plan is for?
The Scale Plan is for established businesses ready for advanced, in-depth financial management. It includes everything in Essential, plus deep-dive analytics, forecasting, and strategic growth planning, all supported by your dedicated account manager.
How does the Risk-Free 30-Day Guarantee work?
If you’re not satisfied within the first 30 days, let us know. We’ll refund your payment in full, no questions asked. It’s our way of letting you try us without any risk.
Can I switch plans later?
Absolutely. You can upgrade or downgrade anytime as your needs change. Your account manager will make the switch seamless so you never skip a beat.
Are there any hidden fees?
No. What you see is what you pay unless you request additional services beyond your plan.
Is there a setup fee?
No setup fee for standard onboarding. We also include data migration from your existing bookkeeping system at no extra cost within reasonable limits.
Do you work with international clients?
Yes. While most of our clients are US-based, we work with international businesses that follow US accounting and tax standards.
What if my business is seasonal?
We can tailor your plan so you’re not paying for unused services during your off season.
How do I know which plan is right for me?
Most growing businesses start with the Essential Plan. But if you’re unsure, we’ll walk you through your options in a free consultation based on your size, transaction volume, and goals.