Pricing
Every engagement is quoted before work begins. You get a written scope and a fixed price — no hourly billing, no surprise invoices, no charges for asking a question.
TIER / 01
Quoted
fixed monthly fee, set on scope
For owner-operated businesses that need clean books and nothing more complicated than that.
TIER / 02
Quoted
fixed monthly fee, set on scope
Bookkeeping and tax handled together, so your filing position is managed across the year.
TIER / 03
Quoted
fixed monthly fee, set on scope
Full finance function for companies making decisions that need modelling behind them.
Project work
Priced individually after a scoping call, because the work varies enormously with the state of the records.
| Engagement | Typical scope | From |
|---|---|---|
| Books cleanup / catch-up | Per month of records reconstructed | On scope |
| Business tax return | Single entity, single state | On scope |
| Additional state filing | Per state, per year | On scope |
| Loan readiness package | Statements, projections, debt schedule | On scope |
| Accounting system setup | Chart of accounts, migration, training | On scope |
| Payroll setup | Per entity, plus per-employee cycle fee | On scope |
All figures are starting prices. Your quote is confirmed in writing after a scoping call and does not change unless the scope does.
Questions
No. Monthly engagements run month to month and you can end them with 30 days notice. We would rather you stay because the work is good.
We re-quote before doing the extra work, not after. You approve the revised fee in writing, and if you decline we continue on the original scope.
No. Questions are part of the engagement. If a question turns into a piece of work that sits outside your scope, we will say so and quote it separately.
We work in the major cloud platforms and can migrate you between them if your current setup is not serving you. The subscription stays in your name so you always own your data.
Card or ACH bank transfer, invoiced monthly in advance for retainers and on agreed milestones for project work.
Next step
Tell us your entity type, your rough transaction volume and where your records currently stand. We will come back with a written scope and a number.