Everything we do, and when you'd need it.
Some of this runs every month whether or not anything happens — that's what a plan is. The rest you reach for when the situation arrives: a sale, a dispute, a year of books nobody kept. Both lists are below, with prices where they're published.
Every month.
Included in every plan, from $80 a month. What changes between tiers is volume and depth, not which of these you get.
Tax Planning & Strategy
For founders and business owners who want a plan for next year’s tax bill, not just a form filed after the fact.
Included within our published monthly plans
Compliance-Ready Bookkeeping
Professional financial records maintained with double-entry precision for accuracy and organization.
Multi-State Payroll
Complex nexus and withholding management across all 50 states, ensuring labor law compliance.
Monthly & Annual Financial Reporting
Monthly and annual financial reports that make business performance easier to understand.
When it comes up.
Added to any plan by mandate, scoped and quoted before work starts. None of it is bundled into your monthly fee.
Virtual CFO Services
For founders who need CFO-level financial leadership without the cost of a full-time hire.
Included within our published monthly plans
IRS Tax Resolution & Audit Support
For business owners who received an IRS or state notice and need their documentation organized and a resolution strategy mapped out.
Books Clean-Up Before a Sale
Books clean-up and financial review support before a sale or ownership change.
Financial Analysis & Reporting
For founders and boards who need to see what their numbers actually mean, not just a spreadsheet of transactions.
Included within our published monthly plans
Business Succession & Exit Planning
For business owners planning a sale, succession, or ownership transition who need the tax and structural work done before the deal, not during it.
We prepare, organize and review your tax documentation. Filing stays with you or your designated filer, and we walk you through that step.
Need something more strategic than accounting?
Business Consultation covers growth, operations, financial structure and competitive strategy as scoped, project-based engagements — separate from the monthly plans above.
Explore Business ConsultationQuestions about the work
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