Retainer Plans
Starting rates for ongoing bookkeeping and tax support.
Essentials
Ideal for early-stage businesses.
Bookkeeping and financial statements.
Most Popular
Momentum
Ideal for small businesses.
Bookkeeping, quarterly insights, and estimated tax.
Ascend
Ideal for businesses ready to scale.
Monthly insights on financials with top CPA access.
Pricing is based on monthly transaction volume, number of accounts and entities, and payroll or inventory needs. Cleanup and catch-up work is quoted separately. Tax preparation is billed as a separate engagement. Your exact fee is confirmed in writing before any work begins.
If bookkeeping feels like a chore, tax time feels stressful, or decisions feel like guesses—you’re not alone.
We clean up the books, manage your taxes proactively, and give you clear financial direction so you can focus on what matters.
Your time is valuable and your financial data is sensitive. That’s why we use a secure portal for documents, provide clear written guidance, respond within 2 business days, and meet virtually when needed.
2 Business Day Response Time
Secure Client Portal for Document Sharing
Clear Answers in Writing (Email)
Virtual Meetings Available (Scheduled Ahead)
Ready For Financial Clarity?
Submit a consultation request and we’ll follow up within 1–2 business days with next steps.