Monthly Accounting

Choose Your Package

Comprehensive monthly accounting services tailored to your business size and needs.

Tier 1
Starter
Perfect for small businesses and startups getting organized.
$ 100 /mo
Starting at
  • Monthly bookkeeping
  • Bank reconciliation
  • Monthly financial statements
  • Basic expense tracking
  • Email support
Get Started
Tier 3
Enterprise
Full-service accounting for established businesses.
$ 1,500 /mo
Starting at
  • Everything in Growth
  • Dedicated account manager
  • Custom financial reporting
  • Multi-entity consolidation
  • Controller-level oversight
  • Monthly strategy calls
  • 24/7 priority support
Get Started

Enhance Your Package

Add specialized services to any monthly accounting package.

Workflow Automation Management
Design, implementation, and ongoing management of automated business workflows.
$300 /month
Payroll Processing
Full-service payroll including tax filings, direct deposit, and compliance management.
$150+ /month
Inventory Management
Inventory tracking, valuation, and reporting for product-based businesses.
$200 /month

Tax & Advisory Services

Specialized services with custom pricing based on your unique needs.

Tax Services

Comprehensive tax preparation, planning, and strategy for individuals and businesses of all sizes.

  • Individual tax preparation
  • Business tax preparation (S-Corp, C-Corp, LLC)
  • Tax planning & strategy
  • IRS representation & audit support

Pricing varies based on complexity

Schedule a consultation →

Advisory Services

Strategic consulting to help your business grow, optimize operations, and build lasting wealth.

  • Business operations consulting
  • AI automation strategy
  • Wealth planning
  • Fractional CFO services

Pricing varies based on scope

Schedule a consultation →

Common Questions

Schedule a free consultation through our website. We'll discuss your needs and recommend the best service package for your situation. There's no obligation—just a conversation to see if we're a good fit.
Yes, you can upgrade or downgrade your package at any time. Changes take effect at the start of your next billing cycle. We want your plan to grow with your business.
We work with all major accounting platforms including QuickBooks, Xero, FreshBooks, and more. If you're not sure which is best for your business, we can help you select and set up the right option.
Tax preparation pricing varies based on complexity—individual returns, business structure, number of states, and more all factor in. Schedule a consultation and we'll provide an accurate quote based on your specific situation.
While our monthly accounting packages provide ongoing support, we also offer one-time services like tax preparation and consulting engagements. Contact us to discuss your needs and we'll create a solution that works for you.

Ready to Get Started?

Schedule a free consultation and let's discuss how we can help your business thrive.