Fixed-fee. Tailored. Locked once it's set.
Every engagement is scoped on a 30-minute discovery call, then locked into one monthly fee that doesn't move unless your scope materially changes. We don't quote off a sticker — we listen, scope, and put a single number on the work.
Priced per end-client. Quoted on a call.
Every CPA engagement is different — different software, different end-client volumes, different deliverables. We don't pretend a sticker price covers all of that. A 30-minute discovery call lets us scope each engagement properly, then lock the fee. You set the markup. We deliver the work.
No hourly billing. No surprise add-ons later.
A 30-minute call to understand volume, complexity, software, and deliverables.
Your fee doesn't move unless the scope materially changes.
Set your client-facing price. We deliver the work at a fee that protects your margin.
- Payroll support
- AP management
- AR management
- Catch-up / cleanup (one-time project, scoped separately)
- Year-end tax package handoff (included in ongoing engagements)
One fixed monthly fee. Quoted to your business.
Every business is different, so we don't quote off a sticker. A 30-minute discovery call lets us understand your books, your software, and what you actually need — then we put a single fixed monthly fee on it. Locked once it's set, doesn't move unless your business materially changes.
Set on a 30-minute call, locked once it's set.
We listen first, understand your books, then put a single number on it.
Bookkeeping, reports, dedicated contact, and any add-ons — priced together.
Engagements are month-to-month. Earned by the work, not enforced by a clause.
- Monthly bookkeeping & reconciliations
- P&L, Balance Sheet, and Cash Flow reports
- Tax-ready books delivered annually
- Dedicated bookkeeper contact
- Messaging support with 24-hour response SLA
Plain English on what the fee covers.
We believe transparent pricing means being as clear about what's out of scope as what's in.
- ·Tax filing or tax advisory work (we partner with your CPA, or can introduce you to one)
- ·Audit or attest services
- ·Third-party software subscriptions (QuickBooks Online, Xero, Gusto, etc.) — these remain in your name and billed directly to you
- ·One-time project work (cleanup, migration, system setup) is quoted separately from ongoing monthly fees
Pricing questions.
Why don't you publish prices on the site?+
Because no two engagements are the same. Showing tiered prices either over-quotes simple work or under-quotes complex work — both are unfair to the client. A 30-minute scoping call lets us understand your exact needs and quote a single fixed monthly fee that reflects them. No bait-and-switch, no surprise add-ons later.
How long until I have a quote?+
Most clients receive a written fixed-fee quote within 24 hours of the discovery call. If your scope is straightforward, we'll often quote you on the call itself.
Do fees increase over time?+
Only if your scope materially changes — more transactions, added entities, new services. If something shifts, we discuss and re-scope openly. We don't do silent price creep.
Do you require long-term contracts?+
No. Engagements are month-to-month. We believe your decision to stay should be renewed by the quality of the work every month, not a contract clause.
How do I actually get a quote?+
Book a 30-minute discovery call. We listen, we scope, we quote. No pressure, no upsell.
Ready for a number?
Thirty minutes. You'll walk away with a clear fixed-fee quote and full visibility into exactly what it covers.