Starter Plan
✔ Comprehensive Tax Compliance
✔ Cloud Bookkeeping
Annual Financial Performance Reports
✘ Forecasting & Budgeting
✔ Amazing Apps, Setup & Training
✔ Ongoing Support
✘ Cash Flow Projections Review
✔ Annual Financial Statements (with Notice to Reader)
✘ CFO Consulting
✔ Apps (Xero, Sage Cloud, QuickBooks Online)
✔ Dext
Quarterly CPA Consulting
Quarterly Priority Zoom Support
Standard Plan
✔ Comprehensive Tax Compliance
✔ Cloud Bookkeeping
Quarterly Financial Performance Reports
✘ Forecasting & Budgeting
✔ Amazing Apps, Setup & Training
✔ Ongoing Support
✘ Cash Flow Projections Review
✔ Annual Financial Statements (with Notice to Reader)
✔ CFO Consulting
✔ Apps (Xero, Sage Cloud, QuickBooks Online)
✔ Dext
Monthly CPA Consulting
Monthly Priority Zoom Support
Premium Plan
✔ Comprehensive Tax Compliance
✔ Cloud Bookkeeping
Monthly Financial Performance Reports
✔ Forecasting & Budgeting
✔ Amazing Apps, Setup & Training
✔ Ongoing Support
Quarterly Cash Flow Projections Review
✔ Annual Financial Statements (with Notice to Reader)
Monthly CFO Consulting
✔ Apps (Xero, Sage Cloud, QuickBooks Online)
✔ Dext
Unlimited CPA Consulting
Unlimited Priority Zoom Support
Fixed fee plans. No hourly billing. No surprises.
Our pricing plans are designed to provide complete accounting and tax services, paired with the right technology to fit your business needs.
Every corporation is unique, requiring a tailored approach that integrates taxation, accounting, technology, and industry-specific expertise. Rather than offering one-size-fits-all pricing, we believe in earning your trust first—so you can truly compare us to others.
We start with a free assessment to understand your business, your specific needs, and how we can best support you. During this process, we’ll explain our services, demo powerful cloud-based accounting apps, and identify solutions that remove the stress from your finances.
Our fixed-price plans bundle professional accounting services with innovative cloud accounting tools—ensuring transparency, efficiency, and value. No hidden fees, no surprises—just expert support to help your business thrive.
