Strategic Finance, Built for Real Growth

You’re Not Just Paying for a Service—You’re Investing in Financial Clarity

Our pricing reflects the depth, precision, and strategic value we bring to every engagement.

We’re not here to compete with generic bookkeepers or seasonal tax shops. We’re here to give founders, operators, and finance-savvy teams the confidence to move faster—backed by clean numbers, smart planning, and year-round compliance.

What’s Included in Our Standard Engagement

Starting at $750/month, our core offering includes:

Accounting & Bookkeeping

Monthly close and reconciliation
Cash or accrual basis reporting
GAAP-compliant financial statements (P&L, Balance Sheet, Cash Flow)
General ledger maintenance
Expense categorization and vendor tracking
Real-time financial visibility and dashboards

Tax Strategy & Compliance

Federal, state, and local income tax filings
Quarterly estimated taxes
Tax planning and projections
1099 preparation and compliance
R&D tax credit eligibility review
Entity structure and ownership tax strategy

Built-In Value

U.S.-based expert team
Secure, cloud-based workflows
Slack/email support for day-to-day questions
Onboarding clean-up or catch-up included
Monthly insights and CFO-level visibility (even if you don’t have a CFO)

Ideal For:

Startups and growth-stage companies
Venture-backed or investor-facing teams
Companies with $1M–$20M in annual revenue
Fintech, SaaS, digital platforms, and service firms

Need Something Custom?

We offer custom pricing for clients with:

Multi-entity consolidations

International operations

Heavy transaction volume

Complex compliance or audit support

Book a Custom Quote

Our Billing Model

Simple, monthly pricing — no hourly surprises

Rolling 30-day commitments — no long-term lock-ins

Optional add-ons as your needs grow

We believe financial services should be predictable, accountable, and scalable—just like the companies we serve.

Ready to Get Started?

Your books deserve more than just a monthly close.

Your taxes deserve more than just last-minute filing.

You deserve a financial partner that brings clarity, confidence, and strategic value.

Book Your Free Consultation