Simple Pricing For Businesses & Individuals

Transparent bookkeeping, accounting, and tax services designed to grow with your business. No hidden fees, just professional expertise.

Monthly Yearly Save 15%

Starter Plan

For freelancers and new ventures.

$379 / Month

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Features

  • Foundation Bookkeeping
  • Bank Reconciliation
  • Personal Tax Return
  • Financial Statements
MOST POPULAR

Essential

Scaling businesses with more volume.

$499 / Month

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Features

  • Everything in Starter
  • Business Tax Return
  • Quarterly Strategy Call
  • Priority Support
  • Basic Tax Planning

Growth

Established firms needing full service.

$629–999 / Month

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Features

  • Everything in Essential
  • Payroll Management
  • Advanced Tax Planning
  • Dedicated Accountant
  • Cash Flow Forecasting

Premier

Custom-built solutions for businesses that need advanced features, integrations, and dedicated financial expertise.

  • Custom API Integrations
  • Audit Representation
  • 24/7 Priority Support
  • Unlimited Transactions
  • Part-time CFO Services
  • Multi-Entity Financial Management

Custom Pricing

Contact Sales

Compare All Features

Core Features Starter Essential Growth Premier
Monthly Bookkeeping
Tax Preparation Personal Both Both Both
Payroll Management
Tax Planning Basic Advanced Strategic
Cash Flow Forecasting

Optional Add-Ons

Add additional services to your plan based on your business needs.

IRS Notice Response & Audit Representation

$350 / notice

Business Entity Formation (LLC, S-Corp) + SOS Fees

$595 flat

Catch-Up Bookkeeping

$150 / month of backlog

Accounts Payable

$250 / month

Accounts Receivable & Invoicing

$285 / month

1099 Preparation & Filing

$12.50 / 1099

Sales Tax Registration & Filing

$25 / filing

S-Corps / Partnerships / C-Corp

Starting at $795

Estate & Trust Return (Form 1041)

Starting at $795

Individual Tax Prep

Starting at $325

Individual Tax Prep with Small Business, Rental or Farm

Starting at $450

Value Pricing — Service & Fee Guide

Transparent, all-inclusive monthly retainer packages — no surprise bills.

Service Included Starter Sole Proprietors & Freelancers Essential Small LLCs & Schedule C Businesses Growth S-Corps & Growing Businesses Premier Multi-Entity, Investors & High Earners
Monthly Price $379 / Month $499 / Month $629–$999 / Month Ask For Pricing
Bookkeeping
Monthly Transaction Categorization
Bank & Credit Card Reconciliation
Monthly P&L and Balance Sheet
Sales Tax Registration & Filing
Renew Annual Report with Secretary of State
QuickBooks Online Management
Insurance & Workers Compensation Audit
Tax Preparation & Planning
Annual Business Return (Sch C, 1120S, 1065)
Personal 1040 Preparation
Quarterly Estimated Tax Calculations
Proactive Year-Round Tax Planning Sessions
IRS Notice Response & Representation Add-On Add-On
Client Access & Support
Secure Client Portal (Document Sharing)
Email Support (48-Hour Response)
Priority Email & Phone Support (24-Hour Response)
Dedicated CPA Point of Contact
Annual Tax Projection & Planning Call
Unlimited Questions Via Client Portal
Same-Day Response (Business Hours)

Ready to Get Started?

Schedule a complimentary 30-minute consultation with Katherine Johnson, CPA. We'll review your current situation and recommend the right service level for your business.

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