THE PRICES, BEFORE YOU EVER TALK TO US

    From $1,549 a month.

    Accounting, tax and advisory on one monthly fee. No asterisks, no games, and no talking to sales to learn a number.

    MONTH TO MONTHSCOPED IN WRITINGALL 50 STATESNO CARD TO START
    CORE
    $1,549 /mo
    Monthly close · by the 15thBuilt for $250K to $1M revenue

    The essentials, run properly. Clean books, filings, returns, and a live portal.

    Books closed by the 15th, every monthBank and card recs, up to 4 accountsBusiness + owner returns, filed first partyQuarterly estimates, sales tax, 1099sPayroll for 2 employees + 2 contractors (ADP or Gusto)Quarterly review call with your bookkeeperLive portal: financials, calendars, vault
    Start your free trial
    ADVISORY
    $3,950 /mo
    Weekly close · fresh MondaysBuilt for $1M to $5M revenue

    The full Core service on a weekly cadence, plus the advisor and the decisions layer.

    Books refreshed weekly, fresh every MondayDedicated advisor and senior bookkeeperTax planned all year, quarterly sessionsManaged payroll, up to 10 employees + 10 contractors3 entities, sales tax in up to 3 states, owner-comp tuningCPA compilation when a lender requires it, 1 custom app
    Start your free trial
    EXECUTIVE
    $7,950 /mo
    Close every 48 hoursBuilt for $5M to $10M revenue

    The CFO Suite. A finance office without the payroll of one.

    Books touched every 48 hoursFractional CFO, weekly and on callMulti-entity consolidation, board-ready packageModeling, budgets, three-statement forecastsAudit prep, fundraising and exit planningSame day answers, 3 custom apps
    Start your free trial

    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.

    COMPARE EVERY PLAN

    The full picture, line by line.

    Every plan, every feature, side by side. Tap a section to open it.

    Compare plans

    Core
    $1,549/mo
    AdvisoryMost popular
    $3,950/mo
    Executive
    $7,950/mo
    Custom
    Let's talk

    Each plan includes everything in the plan before it.

    Books update cadence

    Core
    Monthly
    Advisory
    Weekly
    Executive
    Every 48 hours
    Custom
    Real-time / continuous

    Monthly close

    Core
    By the 15th
    Advisory
    Weekly, fresh every Monday
    Executive
    Weekly rolling close (books touched every 48h)
    Custom
    Continuous

    Bank & card reconciliations

    Core
    Up to 4 accounts
    Advisory
    Up to 8 accounts
    Executive
    Up to 12 accounts
    Custom
    Unlimited

    AP bill-pay workflow

    Core
    Not included
    Advisory
    Up to 50 / mo
    Executive
    Up to 150 / mo
    Custom
    Unlimited + approvals

    AR & collections oversight

    Core
    Not included
    Advisory
    Included
    Executive
    Included
    Custom
    Included + custom workflows

    Managed payroll (ADP or Gusto)

    Core
    2 employees + 2 contractors
    Advisory
    Up to 10 employees + 10 contractors, unlimited runs
    Executive
    Up to 25 employees + 25 contractors; more for a small fee
    Custom
    Scoped to your headcount

    Chart-of-accounts cleanup

    Core
    Included
    Advisory
    Included
    Executive
    Included
    Custom
    Custom GAAP structure

    Where your books live

    Core
    Your own file: QuickBooks, Xero, FreshBooks or other
    Advisory
    Your own file, subscription in your name
    Executive
    Your own file, subscription in your name
    Custom
    Your own file

    If you ever leave

    Every plan Full export within 5 business days

    ONE TIME WORK, NO SUBSCRIPTION

    Just need one thing done?

    A single return, a cleanup, or one filing. These are starting prices, and your exact quote is confirmed in writing before any work begins.

    TAX RETURNS
    Personal return (1040)
    from$250
    Add: 1099 or Schedule C
    $150
    Add: rental property
    each$100
    Add: crypto or capital gains
    $150
    Business return (1120, 1120-S, 1065)
    from$1,200
    LLC return
    $800
    Trust return
    $1,500
    GETTING STRAIGHT
    Catch up bookkeeping
    from, per year behind$2,500
    Payroll setup
    from$300
    Tax planning session
    $500
    STARTING UP
    LLC formation
    plus state fees$500
    S corporation election
    $500
    EIN application
    with registrationFree
    Tell us what you needBook a call
    WHAT A MONTH ACTUALLY CONTAINS

    Three representative businesses.

    CORE · $1,549 A MONTH

    An owner-run services firm

    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.

    ADVISORY · $3,950 A MONTH

    A contractor pursuing bonding

    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.

    EXECUTIVE · $7,950 A MONTH

    A multi entity founder

    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

    PLAIN ANSWERS

    Asked often.

    What happens after the 14 day assessment?

    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.

    Who prepares the returns?

    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.

    Can I switch plans?

    Any month. Plans are month to month and every change is scoped in writing before it takes effect.

    Is there one time work?

    Yes. On demand essentials such as cleanups, catch ups, and specific filings are quoted in writing first, so the price is never a surprise.

    What does a Custom engagement look like?

    Multi entity groups and heavier needs. Scoped in writing and priced in writing, always before we begin.

    THE EXECUTIVE FINANCIAL ASSESSMENT

    14 days. No card. You keep the deliverables either way.

    An executive summary, the priority moves, and the plan we would run. Yours to keep whether or not we ever work together.