Pricing

Choose how you want to work with us

A flat monthly subscription for bookkeeping, or a flat fee per tax return. Same team, two simple ways to buy.

Monthly subscription

Bookkeeping

A dedicated remote bookkeeper closing your books every month. Flat monthly fee, cancel anytime.

From $99/mo
  • Plans from $99 to custom
  • Monthly or annual billing
  • Dedicated bookkeeper + CPA & senior tax accountant review
View bookkeeping plans
Flat fee per return

Tax Prep

Federal and state returns prepared by a CPA, enrolled agent or senior tax accountant, with a guaranteed price before we start.

From $349
  • Individual, business & bundle packages
  • Free state return on every package
  • Two-year tax planning bundles
View tax prep pricing
Advisory retainer

CFO & Advisory

Higher-level strategy, forecasting and reporting for owners scaling past the DIY stage.

Custom
  • Budgeting & cash flow forecasting
  • Board-ready reporting
  • Fundraising & lender packages
Explore advisory

WORKS WITH THE TOOLS YOU ALREADY USE

QuickBooks
Xero
Gusto
Stripe
Bill.com
Expensify
Shopify
Ramp

FREE INTRO CALL

Still comparing? Book a free 15-minute call

Ask us anything about bookkeeping subscriptions or flat-fee tax prep before you decide. Two links, two kinds of call.

Free 15-minute tax call

Not sure which return or package fits? In 15 minutes a CPA or senior tax accountant reviews your situation, explains exactly what you need and gives you a guaranteed flat price before you commit.

Book a tax prep call

Free 15-minute bookkeeping call

Curious how a remote bookkeeping subscription works? We walk through your accounts, recommend the right monthly plan and answer any onboarding and pricing questions.

Book a bookkeeping call

FAQ

Questions about pricing

How do you define monthly expenses?

We look at your total monthly operating expenses (excluding owner draws). If you are under $50k per month, Starter fits; between $50k and $150k, choose Growth.

Is everything really remote?

Yes, 100% remote. We work with secure cloud accounting software like QuickBooks and Xero, syncing documents and data digitally without ever needing in-person visits.

Can I cancel anytime?

Yes. Our bookkeeping subscriptions operate on a simple month-to-month basis with no long-term contracts, setup penalties, or cancellation fees.

What if my books are behind?

No problem. We offer historical catch-up bookkeeping to clean up unorganized months or years, bringing your financials completely up to date and tax-ready.