Service Tiers
Pick the Service Tier That Matches Your Business
KNOW YOUR COST UPFRONT
Our three-tier pricing structure means you get the right level of support—never paying for what you don’t need, but always able to grow as your needs change. Explore our service tiers without being tied down, no contract needed. Here’s how each tier is structured and who it’s designed for:
Basic Compliance
starts at $750/mo
Best For:
- Newer businesses, solo owners, or anyone who needs the essentials handled right.
- Companies that want accurate bookkeeping and tax prep, but don’t need ongoing strategy or lots of advice yet.
What's Included:
Monthly bookkeeping and reconciliations
Year-end tax prep and filing
Essential compliance reminders and IRS support
Strategic Advisory
starts at $1200/mo
Best For:
- Growing businesses ready to level up.
- Entrepreneurs who want to plan ahead for growth, avoid surprises, and ask questions throughout the year.
What's Included: (Everything in Basic, plus)
Proactive tax planning sessions
Monthly financial reviews and recommendations
Strategic advice for business decisions
Concierge Partnership
starts at $2500/mo
Best For:
- Established businesses or busy owners who want a full-service relationship.
- Companies with complex needs (multiple entities, employees, regular advisory needs, or owners ready to offload all financial admin)
What's Included: (Everything in Advisory, plus)
On-demand consulting with a dedicated accountant