You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July.
Foundation
For early‑stage businesses and small organizations.
Solopreneurs, startups, and small organizations that need clean books, organized financials, and a trusted advisor from day one.
Included
Not included
Operational
For established organizations ready for proactive support.
Owner‑operators, growing businesses, and nonprofits that want monthly accounting, payroll, proactive tax planning, and a real advisory rhythm.
Included
Not included
Advisory
For growing organizations that want it all handled.
Established businesses, nonprofits, and organizations with team, complexity, or multiple entities who want a true outsourced finance partner.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi‑entity, prior‑year cleanup, nonprofit audit support) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Predictable monthly engagements do the opposite.
Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30‑minute call helps you make a wiser decision, that's the point.
What matters isn't how long the work takes. It's that your organization is organized, your taxes are optimized, and you have someone trusted to call. The fee reflects the outcome.
Pricing only changes when your organization meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, what you pay this year is what you pay next year.
Accounting, payroll, HR consulting, advisory, and tax returns are bundled. No separate bills, no piecing things together across providers.
A short conversation, a quick look at where your organization stands, and a clear monthly number — in writing. No pressure.
