No hourly billing. No surprise invoices. You'll always know exactly what you're paying — before we start.
✦ Choose the tier that fits — scale up anytime
Our Services
📊
Business Accounting & Bookkeeping
Monthly bookkeeping, bank reconciliation, and financial reporting done right — so your books are always clean, your records are current, and you always know where your business stands.
Flat fee from
$400
/ mo
Fixed monthly rate — no surprises
Starter
$400
per month — flat fee
✓ Up to 75 transactions/mo
✓ Monthly bank reconciliation
✓ Profit & loss statement
✓ Balance sheet
✓ QuickBooks management
✓ Secure document portal
–Quarterly review call
–A/R & A/P tracking
Growth
$750
per month — flat fee
✓ Up to 200 transactions/mo
✓ Monthly bank reconciliation
✓ Full financial statements
✓ Balance sheet
✓ QuickBooks management
✓ Secure document portal
✓ Quarterly review call
✓ A/R & A/P tracking
Scale
$1,200
per month — flat fee
✓ Unlimited transactions
✓ Monthly bank reconciliation
✓ Full financial statements
✓ Balance sheet
✓ QuickBooks management
✓ Secure document portal
✓ Monthly review call
✓ A/R & A/P tracking
💼
Business Advisory & CFO Services
Get CFO-level financial strategy without the full-time CFO price tag. We help you understand your numbers, plan for sustainable growth, and make confident business decisions all year long.
Flat fee from
$750
/ mo
Fixed monthly retainer — no hourly billing
Essential
$750
per month — flat fee
✓ Monthly strategy call (60 min)
✓ Cash flow review
✓ Monthly KPI report
✓ Budget vs. actual review
✓ Email support (48hr response)
–Cash flow forecasting
–Pricing & margin analysis
–Investor/loan readiness
Strategic
$1,500
per month — flat fee
✓ Bi-weekly strategy calls (60 min)
✓ Cash flow review
✓ Monthly KPI report & dashboard
✓ Budget vs. actual review
✓ Email support (24hr response)
✓ 12-month cash flow forecast
✓ Pricing & margin analysis
–Investor/loan readiness
Executive
$2,500
per month — flat fee
✓ Weekly check-ins + open access
✓ Cash flow review
✓ Custom KPI dashboard
✓ Budget vs. actual review
✓ Priority same-day response
✓ Multi-year cash flow forecast
✓ Pricing & margin analysis
✓ Investor/loan readiness prep
Better Together
Bundle both services & save 15%
Combine Bookkeeping + Advisory for a fully managed financial operation.
The Full-Service Bundle
Complete Financial Management
Your books handled. Your strategy covered. One dedicated CPA team managing everything — from day-to-day accounting to high-level growth planning.