Transparent Pricing for Trusted CPA Guidance
Choose the support level that fits your firm and switch between monthly or annual commitments as your advisory needs evolve.
Essential Compliance
Steady monthly accounting support with proactive deadline management.
$450/mo
$4,800 billed annually (save 11% vs monthly).
• Monthly bookkeeping reconciliation
• Quarterly compliance calendar review
• Sales tax filings for up to 2 states
• Year-end financial statements package
Advisory Plus
Controller-level insights with advisory check-ins each month.
$850/mo
$9,180 billed annually (equivalent to $765/mo).
• Dedicated senior accountant
• Monthly KPI dashboard & narrative
• Tax strategy session each quarter
• Support for up to 4 entity filings
CFO Partner
Fractional CFO partnership for growth-minded teams.
$1,600/mo
$17,280 billed annually (equivalent to $1,440/mo).
• Forecasting & cash flow modeling
• Board-ready reporting & decks
• Fundraising & banking liaison support
• Up to 6 entity & multi-state compliance
