Pricing
Our Accounting Packages
Choose the plan that best fits your business needs. Final pricing will depend on your specific situation.
Set Sail
Starting at $495/month
- ✔ Once per month transaction recording, reconciliations, and check-in
- ✔ Books completed by the 25th of the following month
- ✔ Dedicated Client Success Manager
- ✔ Responses within 1 business day
All Aboard
Starting at $895/month
- ✔ Once per week transaction recording
- ✔ Monthly reconciliations and check-in
- ✔ Books completed by the 15th of the following month
- ✔ Quarterly financial review meeting (if requested)
- ✔ 1099 filing included (up to 10)
- ✔ Dedicated Client Success Manager
- ✔ Responses within 1 business day
Full Steam Ahead
Starting at $1,995/month
- ✔ Twice per week transaction recording
- ✔ Monthly reconciliations and check-in
- ✔ Books completed by the 10th of the following month
- ✔ Monthly management reports
- ✔ Monthly financial review meeting (if requested)
- ✔ 1099 filing included (up to 20)
- ✔ Payroll processing (up to 15 employees, using Gusto, ADP, or QBO Payroll)
- ✔ Dedicated Client Success Manager
- ✔ Responses within 1 business day
Need a custom solution? We can tailor our services to your specific requirements. Click the Get Started button at the top of your screen so we can figure out the best option together.
Our Tax Package
We’ve simplified our tax offerings into one powerful package—everything you need, all in one place.
Legacy Basic
- ✖ Did not include proactive tax strategy
- ✖ Limited support outside tax season
All-Inclusive Tax Package
Starting at $595/month
- ✔ One-on-one tax strategy session
- ✔ Tax planning
- ✔ Estimated tax projections
- ✔ Annual tax preparation & filing
- ✔ Dedicated Client Success Manager
- ✔ Responses within 1 business day, anytime
Legacy Premium
- ✖ Included features now in our standard package
- ✖ No added benefit vs. current offering
- ✖ Over-complicated pricing
Our Clients & Pricing
Real examples of businesses we serve and their monthly investment