Choose the Plan That Fits Your Needs

All plans include a free 30-minute consultation. No hidden fees, no surprises — just clear, professional service tailored to you.

Monthly & Annual options available — ask us about annual savings

$75/month

Essential Plan

Perfect for individuals, self-employed professionals, and small businesses getting started with organized finances.

  • Monthly Bookkeeping
  • Bank & Credit Card Reconciliation
  • Basic Financial Statements
  • Notary Services (up to 3 docs)
  • Email Support
Most Popular

$175/month

Professional Plan

Ideal for growing businesses that need comprehensive bookkeeping, tax support, and proactive financial advice.

  • Everything in Essential
  • Tax Preparation & Filing
  • Tax Advisory & Planning
  • Quarterly Financial Reports
  • Unlimited Notary Services
  • Priority Phone & Email Support

$350/month

Premium Plan

A fully managed financial solution for established businesses requiring dedicated oversight and strategic guidance.

  • Everything in Professional
  • Dedicated Account Manager
  • Financial Planning & Forecasting
  • Payroll Processing
  • Business Compliance Reviews
  • 24/7 Priority Support

Need a custom quote? Contact us — we build plans around your business.

Have questions about our pricing?

Browse our FAQ or reach out — we're happy to walk you through the right plan for your situation.