Accounting, tax and advisory on one monthly fee. No asterisks, no games, and no talking to sales to learn a number.
The essentials, run properly. Clean books, filings, returns, and a live portal.
The full Core service on a weekly cadence, plus the advisor and the decisions layer.
The CFO Suite. A finance office without the payroll of one.
Need more than Executive? Custom engagements are scoped and priced in writing, always before we begin. Looking for one time work such as a cleanup, a catch up, or a single filing? Those are quoted in writing first: tell us what you need and get a quote.
Every plan, every feature, side by side. Tap a section to open it.
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Compare plans
Each plan includes everything in the plan before it.
Every plan Included
| Compare plans |
Core$1,549/mo
|
Most PopularAdvisory$3,950/mo
|
Executive$7,950/mo
|
CustomLet's talkCustom / On Demand
|
|---|---|---|---|---|
| Books update cadence | Monthly | Weekly | Every 48 hours |
Real-time / continuous
|
| Monthly close | By the 15th | By the 10th | Weekly rolling close |
Continuous, multi-entity
On-demand: Continuous
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| Bank & card reconciliations | Up to 4 accounts | Unlimited | Unlimited |
Unlimited, all entities
On-demand: Unlimited
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| AP bill-pay workflow | - | Up to 50 / mo | Unlimited |
Unlimited + custom approvals
On-demand: Unlimited + approvals
|
| AR & collections oversight | - | Included | Included |
Included + custom workflows
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| Chart-of-accounts cleanup | Included | Included | Included |
Custom, consolidated structure
On-demand: Custom GAAP structure
|
A single return, a cleanup, or one filing. These are starting prices, and your exact quote is confirmed in writing before any work begins.
Books reconciled and closed by the 15th at the latest, every month. Quarterly estimates paid on time, the year end return prepared first party, and the owner opens the portal to live numbers instead of guesses.
Books refreshed weekly, payroll for the crew run and filed, statements a surety will respect, a rolling cash forecast, and tax planned across the year instead of discovered in April.
Consolidated books across entities, a monthly CFO brief in plain language, same day answers, and custom apps built for how the group actually runs.
REPRESENTATIVE BUSINESSES, ILLUSTRATIONS OF THE WORK, NEVER CLIENT FILES
You receive the executive summary, the priority moves, and the plan we would run, with its price. If you join, we start that plan. If not, everything is yours to keep.
Returns are prepared first party. Rafael Rosario Jr is an IRS PTIN holder with Enrolled Agent candidacy in progress. Licensed work such as audits is coordinated through our vetted partner network.
Any month. Plans are month to month and every change is scoped in writing before it takes effect.
Yes. On demand essentials such as cleanups, catch ups, and specific filings are quoted in writing first, so the price is never a surprise.
Multi entity groups and heavier needs. Scoped in writing and priced in writing, always before we begin.