Flexible Packages for Every Stage of Growth
Every business is different, and your needs change as you grow. That is why our pricing is designed to scale with you. Whether you are just starting out or expanding fast, we offer flexible options to ensure you always have the right support.
Starting around $695 per month
For established and growth-minded businesses.
Key Features:
- Dedicated experienced Bookkeeper
- GL Management
- Bank and CC Reconciliation
- AP Management
- Monthly GAAP close
Custom pricing
Advanced support for complex, dynamic companies.
Key Features:
- Includes everything in Starter package
- Dedicated Experience Controller and/or CFO
- AR: Client Invoicing and Revenue Recognition
- Budget v Actuals Reporting
- Board Deck Presentation
- Financial Modeling
- Consolidated Reporting
- Audit Support
- Grat Reporting
- Tax Planning Fundraising Support
Starting at $395 per month
For growth-minded businesses who need to establish and scale their Payroll
Key Features:
- Tax compliance
- Employee payroll updates
- Payroll processing
- Payroll setup
- Payroll state registration (Per state charge applies)
Starting at $895 per month
For growth minded business who need to scale their Payroll and HR support, augment their current staff with project experts, or completely outsource their HR and Payroll operations.
Key Features:
- Includes everything in the payroll package plus dedicated HRBP partnership and services
- HR compliance, risk mitigation and best practices
- Company policies
- Employee onboarding and offboarding
- Employee relations and support
- Benefits set up and administration
Starting around $3,400 per year
For businesses just getting started who are looking to get a handle on their compliance calendar
Key Features:
- Includes Federal + 1 State Income Return
- R&D Tax Credit
- Complimentary 30-minute Tax Consultation with Tax Director
- Tax Planning/Optimization
- QSBS Review
- Compliance Calendar
Custom pricing
For scaling business with multi-state and/or international footprint.
Key Features:
- Everything Included in Starter
- Foreign Disclosures
- State Registrations and Filings
- Sales and Use Tax (Nexus Review, Registration, and Filing)
- Tax Provisioning and Pre-Payments
- Tax PLanning








