Pricing
Public pricing. Because transparency is part of the experience.
The same three tiers across every industry — Bookkeeping, Bookkeeping Pro, and CFO Advisory. Pricing varies by industry because the work does. Tax preparation is priced separately, à la carte, with a flat 15% subscriber discount.
Subscription
The operating system.
Year-round bookkeeping, advisory, and CFO-level support. The work that makes the firm useful every month — not just at filing time.
Bookkeeping
Clean books, monthly reports, reconciliations.
- Monthly bookkeeping — categorization, reconciliations, financial statements
- Ongoing QuickBooks Online maintenance
- Monthly close delivered by the 5th
- Client Center portal access
Bookkeeping Pro
Bookkeeping plus the numbers explained — quarterly.
- Everything in Bookkeeping
- Monthly KPI dashboard + quarterly performance report delivered to your Client Center
- Quarterly business advisory review
- Priority email response
CFO Advisory
Strategy, forecasting, and planning in one seat.
- Everything in Bookkeeping Pro
- Monthly strategy session
- Scenario modeling + rolling forecast
- Monthly advisory (vs. quarterly)
- Integrated tax planning
- Quarterly board seat (Q2 + Q4)
| Monthly price by industry | Bookkeeping | Bookkeeping Pro Common | CFO Advisory |
|---|---|---|---|
| Healthcare ↗ | $697 per month | $1,097 per month | $2,297 per month |
| Professional Services ↗ | $497 per month | $897 per month | $1,997 per month |
| Trades & Contractors ↗ | $597 per month | $997 per month | $2,097 per month |
All tiers: billed monthly in advance, cancel any time with 30 days notice. Choose an industry above to see details and sign up.
Tax Preparation
Tax preparation — priced separately
Tax prep is an annual deliverable, priced à la carte and quoted after a quick scope review. Subscribers get a flat 15% member rate because integrated bookkeeping and year-round planning genuinely reduce the preparation work.
Individual return (1040 + Sch C / E)
from $497Owner-operator 1040, including Schedule C or pass-through K-1. Final price quoted after scope review.
S-Corp (1120S + owner 1040)
from $1,497S-corp return with owner 1040, including book-to-tax true-up. Most common configuration for owner-led practices.
Partnership (1065 + owner 1040)
from $1,797Partnership return with coordinated owner 1040 and K-1 sequencing.
Multi-state surcharge
+$150 / stateAdded per additional state return where nexus or apportionment applies.
Complex / multi-state
QuoteMulti-state nexus, cost-segregation coordination, or unusual ownership structures. Quoted on scope.
Prices shown are starting à la carte rates, quoted after scope review. Active subscribers receive a flat 15% member rate applied at delivery. Quoted scope items priced on engagement.
How the Member Rate Works
A discount with math behind it.
When we maintain your books year-round and run your planning quarterly, the actual prep work is faster — clean ledgers, no Q4 surprises, decisions made before December. The flat 15% reflects that real reduction in hours, not a marketing number.
Non-subscriber tax-prep clients pay the full à la carte rate because their books typically need cleanup before prep can start, and Q4 surprises tend to surface during the return itself. Both prices are honest; they just measure different work.
Member Rate
- Applies to any active monthly subscriber, any industry, any tier.
- Applied against the quoted price at delivery of the return.
- Non-subscribers pay full à la carte, capacity-permitting.
Out of Scope
What isn't included.
Honest about what these prices cover and what they don't. The items below are real work we do — just priced as separate engagements so the subscription and tax-prep numbers stay honest.
- Audit defense — separate engagement, hourly
- Prior-year amendments — separate engagement, à la carte
- IRS or GA DOR notice response — separate engagement
- Cost segregation studies — referred to specialty firm
- R&D credit studies — referred to specialty firm
- Practice valuations — separate engagement, project-based
Pricing Questions
The questions worth answering before you sign up.
Why isn't tax prep included in the subscription?
Two reasons. First, tax prep is an annual deliverable — billing 1/12 of it monthly distorts the cost signal and creates exposure if a client cancels mid-year. Second, separating it lets us price for the work the return actually requires, not a bundled average. Subscribers get a member rate because integrated books and year-round planning genuinely make prep faster.
How does the subscriber discount work?
Active monthly subscribers get a flat 15% off à la carte tax prep, applied against the quoted price at delivery. When we maintain your books and run your planning year-round, the prep itself is meaningfully less work — clean ledgers, no Q4 surprises, decisions made before December. Non-subscribers pay the full à la carte rate, capacity-permitting.
Why does pricing differ by industry?
The work differs by industry. A trades business with job costing and equipment depreciation, a services firm tracking project margin, and a healthcare practice with payer-mix complexity each require a different mix of effort. The tier structure is the same everywhere; the price reflects the real cost to serve each industry well.
When am I billed?
Subscriptions are billed monthly in advance, on the same calendar day each month. Tax prep is billed at delivery of the return. Engagement letters are separate documents for subscription and tax prep, so each is clear about scope.
What if my situation is more complex than the standard packages?
Multi-state nexus, cost-segregation coordination, R&D credit work, or unusual ownership structures get quoted on scope. Reach out and we will give you a fixed-fee quote based on the actual work involved.
Get Started
Ready when you are.
Choose your industry, pick a tier, and sign up. Tax prep is a separate engagement when you need it.