Our Packages
Explore our base pricing packages and common add-ons.
Essential Close
Starting at $350/month
For owners who value clean books, timely reporting, and actionable insights.
- Monthly Close & Financial Statements
- Bookkeeping & Reconciliations
- Quarterly Flux Analysis
- Quarterly Tax Check-Ins
- Owner Q&A & Clean Documentation
Growth & Tax
Starting at $950/month
For teams that need planning and multi-state awareness.
- Everything in "Essential Close"
- Monthly KPI Dashboards
- Monthly Trial Balance Reviews
- Year-Round Tax Planning & Projections
- Quarterly Tax Estimate
- SALT, Property Tax, Payroll Tax (scoped after a quick review)
CFO / FP&A
Starting at $1,450/month
For teams who value strategic insights, confident decisions, and growth that scales.
- Everything in "Growth & Tax"
- Forecasts & Budget & Scenarios
- Cash-Flow Planning
- Advisory Meetings
Other Services
In addition to our core packages, we offer a range of other services to meet your specific needs.
- Individual Returns From $200
- Corporate & Nonprofit Returns (1120/1120S/1065) From $400
- SALT, Property, & Payroll Tax Filings & Other Services (scoped after review)
- One-Time Advisory Projects Available (scoped after review)