Pricing That Fits
Your Business

Pricing That Fits
Your Business

How Is Our Pricing Calculated?

Because each business is unique, we offer custom pricing for all of our clients. Below you will see the median monthly cost our clients pay for our business package and add-ons to give you a reference point. Schedule a free consultation call with us today so we can learn more about your needs and create a package that fits.

For Businesses

Small Business Package


  • Business taxes
  • Bookkeeping
  • Monthly Financial Statements
  • Personalized financial guidance
  • Tax projection

Starting at $750/month

(Our median client pays $1250/m)

For Individuals

Tax & Wealth Management Package


Add-On Services

Sales Tax

Median monthly $150 per return


Can vary vastly and depends on # employees, # payrolls per year - monthly fee is $10.50 per employee plus $5 per pay run x 12.

Ex. Bi-weeky payroll for 2 employees the monthly fee is 151.00 per month. We outsource so there is also a small service fee from the provider.

Personal Taxes

Personal Taxes are based on a fee schedule and paid annually.

Wealth Management

Through our partner firm Robare & Jones Wealth Management. Fee based on percentage of assets under management.

Finances can be complicated.
But working with us isn’t.

  • 1


    We'll hop on a free consultation call where you tell us about your business and financial goals.

  • 2


    You'll receive a custom proposal with the accounting services that best fit your needs.

  • 3


    Upon signing, we'll start the process of managing your finances and setting you up for success.

Frequently Asked Questions

Let us handle your accounting so you can focus on growing your business.