Service Tiers
Pick the tier that fits your business.
Small Business
$250–$450/mo
Sole proprietors & LLCs under $250k revenue · 1–5 employees
For businesses just getting started or operating lean.
- Monthly bookkeeping & reconciliation
- Annual tax preparation (personal + business)
- Cash flow summary report
- Quarterly check-in call
- Email support
Medium Business
$450–$650/mo
$250k–$1M revenue · 6–20 employees
For established businesses with more moving parts.
- Everything in Small
- Payroll processing (via QuickBooks)
- Accounts payable & receivable tracking
- Monthly financial report & analysis
- Business formation assistance
- Priority email & phone support
Large Business
$650+/mo
$1M+ revenue · 20+ employees
For complex operations that need a full financial partner.
- Everything in Medium
- Full advisory & consulting access
- Budget modeling & forecasting
- Records & compliance management
- Dedicated point of contact
- Custom reporting
Not sure which tier fits?
The ranges above are starting points. Final pricing depends on the complexity of your books, how many accounts need reconciling, and what services you actually need. Book a free consultation and we'll figure it out together — no commitment required.
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