Bookkeeping and tax pricing.
Know where to start.

Compare starting prices for monthly books, catch-up work, business tax returns and financial advice. Review your scope and fee before work begins.

Book a Free Discovery CallFree 15-minute Discovery Call. Detailed review and advice are separate.

Two business leaders reviewing a proposed scope of work

Choose the work
you need done.

Starting prices are a guide, not a final quote. Each service is scoped separately in U.S. dollars.

Core Books

Starting at$500per month

For owners who need dependable monthly records. Strategic Finance starts at $850/month and adds quarterly financial reviews, an expanded workload, tax-readiness coordination and proactive deadline reviews.

Monthly bookkeeping, bank and credit card reconciliations, profit and loss, balance sheet and a tax-ready year-end package, with defined support and workload limits.

Catch-up work, tax returns, payroll and advisory are separate unless listed in your agreement.

Explore monthly bookkeeping

Catch-up bookkeeping

Starting at$1,000per project

For businesses with overdue months, gaps in records or balances that do not match.

Review the agreed period, organize available records and resolve bookkeeping gaps.

Periods, accounts, record condition and complexity affect the quote. A diagnostic starts at $500 when needed and is agreed separately. Monthly service is separate.

Explore catch-up bookkeeping

Business tax preparation

Starting at$1,250per business return

For business owners who need a return prepared from complete financial records.

Prepare the business return covered by your agreement and identify the records needed.

Personal tax preparation starts at $500. Multi-state filings, amendments, multiple entities, complex ownership and bookkeeping cleanup require a separate scope and quote.

Explore tax preparation

Financial Partnership

Starting at$1,500per month

For owners who need ongoing financial interpretation and decision support alongside monthly books.

Includes Strategic Finance plus monthly advisory meetings, management reporting, cash-flow review, budget-versus-actual discussions and proactive issue identification.

Workload limits and priority communication are agreed in writing. Additional projects are scoped separately. This is not a fractional CFO package.

Explore financial advisory

Nonprofit work has its own scope.

Setup education, annual filings or help with records: your quote depends on your organization’s stage and the work you need. Start with a 30-minute, $97 consultation. Book a Nonprofit Consultation.

Explore nonprofit support

What goes into your quote?

The starting price covers a starting scope. These details tell us how much work your business needs.

Your activity

Accounts, transactions and business entities.

More activity means more records to review.

Your records

Current books, overdue months and missing statements.

Cleanup may be needed before the main work begins.

Your required work

The returns, reports, questions and review schedule.

Each service is scoped for what you need delivered.

A quote for the work you need.Services and fees are confirmed together, in writing.

Written agreement
Your approval

You approve the cost
before the work starts.

Know what is included, what is separate and what you need to provide.

See how getting started works

1
Review your agreement.
Check the services, fee, payment terms and your responsibilities. Monthly tiers include their listed services. Tax returns, catch-up work and services outside the selected tier need a separate scope and fee.
ServicesFee & termsResponsibilities
2
Approve any added work.
If missing records or a change in needs adds work, we discuss it with you first. Handoff and cleanup work are included in your quote or scoped separately.

Discuss your needs.
Get a quote for your business.

Tell us which service you need, what shape your records are in and whether you have a deadline.

Book a Free Discovery CallStart with a free 15-minute Discovery Call.
Detailed records review and tax advice are separately scoped.Ask a question first

Bookkeeping and tax pricing.Know where to start.

Choose the workyou need done.