Simple, transparent pricing for accounting, tax, and advisory
Fixed monthly fees, quoted before you commit. No hourly billing, no surprise invoices.
Accounting Plus
For owners who want deeper financial insight to make smarter business decisions.
Services
- Accurate monthly accounting
- Bank & credit card reconciliations
- Monthly financial clarity reports by the 15th
- Monthly financial review over Zoom
- 100% paperless onboarding & app setup
- Quarterly estimated tax payment reminders
- Budget vs. actual reporting
- Payroll services for businesses with employees
- KPI dashboard, lite
- Profit trend analysis
Support
- Email, portal, Loom, and Zoom access
- Priority same-day response
Technology
- QuickBooks Online, Gusto, Fathom, Bill.com
Turn financial insight into better business decisions
Complete Accounting
For growing businesses that want greater confidence in their numbers and better financial visibility.
Services
- Accurate monthly accounting
- Bank & credit card reconciliations
- Monthly financial clarity reports by the 20th
- Monthly financial review by Loom
- 100% paperless onboarding & app setup
- Quarterly estimated tax payment reminders
- Budget vs. actual reporting
- Payroll services for businesses with employees
Support
- Email, portal, and Loom access
- Response within 3 business days
Technology
- QuickBooks Online, Gusto
Understand your numbers with confidence
Essential Accounting
For service-based businesses that need accurate books and clear financial reports they can rely on.
Services
- Accurate monthly accounting
- Bank & credit card reconciliations
- Monthly financial clarity reports by the 25th
- Monthly financial review by email summary
- 100% paperless onboarding & app setup
Support
- Email and portal access
- Response within 5 business days
Technology
- QuickBooks Online
Build financial clarity
We help service-based businesses stay financially organized with accurate accounting and easy-to-understand financial reports, so they can make decisions with confidence in their numbers.
Financial Foundation
Build clarity. For growing businesses that need accurate books and reliable financial clarity.
What's included
- Monthly financial clarity reports, by the 20th
- Monthly report review through email
- Accurate monthly accounting
- Payroll services (for teams)
- 100% paperless onboarding & app setup
- Setup of your custom Cash Clarity Model
- Email & portal support, 5-business-day response
QBO · Gusto
Financial Clarity
Use clarity to make better decisions. For established practices that want confidence in their cash flow, taxes, and business decisions.
What's included
- Everything in Foundation, and:
- Reports by the 15th, reviewed monthly with Loom
- Quarterly strategic financial review
- Annual proactive tax planning
- Quarterly KPI + cash flow dashboard
- Email, portal & Loom support, 3-business-day response
QBO · Gusto · Holistiplan · Fathom
Financial Growth
Turn clarity into strategic growth. For owners who want an ongoing strategic financial clarity partner.
What's included
- Everything in Clarity, and:
- Reports by the 10th, reviewed monthly on Zoom
- Custom strategic growth plan
- Monthly strategic review & KPI dashboard
- Quarterly proactive tax planning
- Provider profitability analysis
- Revenue by service line & capacity review
- Priority same-day support
QBO · Gusto · Holistiplan · Fathom · Bill.com
We help growing wellness practices use our Cash Clarity Model to gain financial clarity, understand their numbers, make confident financial decisions, and build a practice that supports their ideal lifestyle.
Books behind? Catch-up accounting is quoted separately, then rolled into your monthly plan.
Flat-fee tax preparation.
Whether you are an individual who just needs a return filed or an incorporated practice with a business return and K-1s, we quote one flat fee after reviewing last year's filing. No hourly billing, no surprises.
100% paperless, e-signed from anywhere, with year-round email support.
Book a tax consultationIndividuals, W-2 earners, and single-member LLCsFROM $450
S-corps & partnerships, including owner K-1sFROM $1,400
C-corps, holding structures, multi-stateCUSTOM QUOTE
Comprehensive planning from $3,500 · lite planning included in all advisory plansFROM $3,500
Not sure which plan fits?
Take the 60-second service match quiz, or book a call and we will tell you straight, including when you do not need us yet.