— coming soon
Modern accounting
Modern accounting
for growing businesses.
A new boutique CPA firm built by licensed partners — bookkeeping, tax, and CFO advisory under one roof. Subscription pricing. Real partners. No surprise invoices.
/ Pricing
Subscription pricing. No surprises.
One price, one partner. Choose the tier that fits your stage — adjust as you grow.
Tier I
Essential
Clean books, monthly reports, and a year-end you don't have to panic about.
$395
/ month
Starting at — range $295–$495/mo
- Monthly bookkeeping & reconciliation
- P&L and Balance Sheet, every month
- Quarterly 30-minute check-in
- Year-end financial cleanup
- 1099 preparation (up to 10)
- QuickBooks or Xero subscription managed
- Secure client portal
Most chosen
Tier II
Growth
Books and taxes under one roof. The end of chasing two firms in April.
$695
/ month
Range $595–$895/mo
- Everything in Essential
- Annual business income tax return
- Annual personal return for owner(s)
- Primary state return included
- Quarterly estimated tax calculations
- Year-end tax planning meeting
- ≤1-day response time in season
- W-2 and 1099 reconciliation
Tier III
Strategic
Fractional CFO. Tax strategy. Multi-entity advisory. Year-round partnership.
$2,200
/ month
Range $1,495–$3,500/mo
- Everything in Growth
- Monthly 1-hour CFO call
- KPI dashboard & cash-flow forecasting
- Annual budget + quarterly re-forecast
- Entity, retirement & tax-credit strategy
- Up to 4 owner + 1 business returns
- IRS / FTB notice handling included
- 4-business-hour priority response
Pricing scales with complexity. Get a quote tailored to your business.