Transparent Pricing for Every Stage of Your Business
We believe you should know what you are investing before you commit. Our service tiers are structured around the most common combinations of services — but every engagement is customized to your situation.
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Essentials
For businesses getting their financial foundation right
$799/month
Billed monthly
Early-stage businesses and solopreneurs who need clean books and annual tax preparation handled properly from day one.
Regardless of which tier you choose, these commitments are standard across every client engagement.
Dedicated Advisor
One point of contact who knows your business. You will never be handed off to a rotating team or an automated inbox.
Secure Client Portal
All your documents, reports, and communications in one secure place — accessible 24/7 from any device.
On-Time Delivery
Monthly deliverables are sent on schedule, every month. No chasing, no delays, no last-minute surprises.
No Long-Term Contracts
All engagements are month-to-month with 30 days notice to exit. We earn your business every single month.
À La Carte
Additional Services
Available on their own or layered onto any monthly plan. All add-on work is quoted and agreed to in writing before we begin — you always know what is in scope.
Entity Formation
LLC, S-Corp, C-Corp, or Delaware entity — registered and compliant
$650 / entity
S-Corp Election Filing
Form 2553 preparation and timely submission to the IRS
$350
FBAR Preparation
FinCEN 114 filing for foreign bank account reporting requirements
$450 / filing
Business Valuation
Formal valuation for M&A, buyouts, gifting, or shareholder disputes
From $2,500
Financial Model
Three-statement model or custom projection for fundraising or planning
From $1,500
Prior Year Tax Return
Catch-up filing for prior years — per year, per entity
$750 / year
Common Questions
Pricing Questions
Everything you need to know about how our engagements are structured and what to expect.
No. All service tiers operate on month-to-month agreements. We ask for 30 days notice to end an engagement so we can properly transition documentation and ensure a clean handoff. We retain clients through results, not contracts.
Yes. Plans can be adjusted up or down as your needs change. If you start on the Essentials plan and later need fractional CFO advisory, upgrading is straightforward. All scope changes are documented and agreed to in writing before any adjustment takes effect.
For most new engagements, there is no additional setup fee — the first month's retainer covers onboarding. If your books require significant cleanup before ongoing service can begin, we will discuss a one-time cleanup fee during your consultation. We are always transparent about what onboarding involves before you commit.
The retainer covers all recurring deliverables defined in your engagement scope. Work outside that scope — such as a prior year tax return, a one-time financial model, entity filings, or advisory for a specific transaction — is quoted separately before we begin. You always know exactly what is in scope and what is not.
Not Sure Which Plan Is Right for You?
Schedule a free consultation. We will assess your situation and recommend the right scope — no pressure to take on more than you need.