Two packages. Two revenue tiers. One goal: clean financials, proactive tax strategy, and real-time visibility into your business.
Choose individual services or a full package. No hidden fees. No hourly billing.
| Service | Price Range |
|---|---|
|
Monthly Bookkeeping
Monthly close, P&L, Balance Sheet, commentary
|
$400-$750/mo |
|
Individual Tax Return (1040)
K-1s, W-2s, stock sales, rental properties
|
$400-$850 |
|
Partnership Return (1065)
Multi-member LLCs, up to 3 K-1s included
|
$950-$1,800 |
|
S-Corp Return (1120-S)
S-Corporation returns, up to 2 K-1s included
|
$875-$1,650 |
|
Quarterly Tax Planning
4 quarterly sessions, estimated payments, R&D monitoring
|
$300-$600/qtr |
|
CFO Advisory
Cash forecasts, KPI dashboards, monthly meetings
|
$350-$3,500/mo |
Pricing varies by: Business size ($500K-$2M vs $2M-$5M), transaction volume, complexity (multi-state, multi-entity), and service frequency. Book a call for exact pricing based on your situation.
Get everything you need at a significant discount. Most clients choose a package.
For businesses doing $500K-$2M in annual revenue
Monthly close, P&L, Balance Sheet with commentary
Business + 2 individual returns with K-1s
4 quarterly sessions + estimated payments
Quarterly meetings + 3-month cash forecast
Direct access, 48-hour email response
Not just tax returns. Real CFO-level dashboards showing unit economics, cash forecasts, and tax planning—updated monthly.
Example: This is what an HVAC client sees every month. Unit economics by service line, 6-month cash forecasts, and proactive tax planning recommendations.
View Full Dashboard Sample →Interactive dashboard preview - click "View Full Dashboard Sample" above to see the complete HVAC example with unit economics, cash forecasting, and tax planning sections.
Book a 30-minute intro call. No pitch. Just an honest assessment of where you're leaving money on the table.
Schedule Your Call →