Straightforward Pricing for Everything You Need
Tax & Accounting Solutions for You
Startup
Starting at $349
$
349+
Monthly
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Our most basic plan
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Up to 3 bank or credit card accounts
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Up to 2 sales channels (Square, Stripe, etc.)
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Monthly financial statements
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Secure Document Portal
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Choose
For owners just starting out that need professional bookkeeping
Essential
Starting at $499
$
499+
Monthly
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All Startup features plus
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Up to 5 bank or credit card accounts
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Up to 3 sales channels
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A/P (20 bills monthly)
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A/R (10 invoices monthly)
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Choose
For growing businesses with back office support needs
Core
Most popular plan starting at $849
$
849+
Monthly
-
All Essential features plus
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Up to 7 bank or credit card accounts
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Up to 5 sales channels
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A/P (40 bills monthly)
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A/R (20 invoices monthly)
-
Choose
For established businesses with growing support needs
Popular
Advanced
Starting at $1,549
$
1,549+
Monthly
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All Core features plus
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Up to 9 bank or credit card accounts
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Accrual Accounting
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A/P (60 bills monthly)
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A/R (40 invoices monthly)
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Monthly advisory meetings
Choose
For businesses with more complex accounting needs.
Choose a Plan That Fits Your Business Needs
Premium
Contact us for pricing
Custom
Pricing
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Advanced features plus
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Unlimited monthly reconciliations on any accounts
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Unlimited sales channels
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Dedicated expert
For large businesses with complex needs and a dedicated expert on call.
Clean-up bookkeeping
Starts at $299/mo. Are your books a mess? Has it been years since you’ve reconciled anything? We’ll help you get your books cleaned up, fast.
Can't decide?
Let us help you find the most affordable plan that will fit your business needs.
Get an Estimate
Request a Consult
Schedule a meeting with one of our experts who can answer your questions, guide you, and provide an cost estimate.
Tax Return Prep Pricing
These are starting prices. Final cost will depend on the complexity of your return and time involved to complete it. Items that require timely analysis (like large numbers of securities and crypto transactions, rental properties, executive comp, and 1031 exchanges) will raise cost.