Accounting & Advisory Pricing
Our pricing is structured around a stratified service model designed for clients with varying levels of financial complexity.
Each service grade represents a deeper level of financial oversight, advisory involvement, and strategic support.
All engagements include a dedicated advisor, transparent pricing, and no long-term contracts.

Service Grades
We offer flexible monthly options, which we can adapt to the different needs of each engagement.
Surface Layer
Compliance Foundation
Designed for businesses that need clean, reliable financial records and baseline compliance.
$500 /m
Cash Basis Accounting
General ledger maintenance
Account reconciliation
(Up to 3 accounts)
Monthly Financial Review
Core financial reporting
Best for:
Early-stage businesses and straightforward operating structures.
Structural Layer
Growth Support
For businesses with increasing complexity and a need for more frequent oversight.
$750 /m
Everything in Surface Layer +
Cash Basis Accounting
General ledger maintenance
Reconciliation for up to 5 accounts
Bi-weekly advisory check-ins
Enhanced financial reporting
W-2 and 1099 preparation
Payroll tax filings
Best for:
Growing businesses with multiple income streams or operational teams.
Subsurface Layer
Strategic Advisory
For complex businesses requiring continuous advisory and deeper financial insight.
$1,200 /m
Everything in Structural Layer +
Cash or accrual accounting
Reconciliation for up to 10 accounts
Weekly advisory meetings
Financial forecasting and projections
Multi-entity reporting support
Advanced tax coordination
Best for:
Multi-entity structures, high-revenue businesses, and advisory-driven clients.
Deep Review
Yearly Account Cleanup
Most ongoing clients receive a complimentary cleanup as part of onboarding.
Standalone cleanup pricing:
3 Accounts
$1,500
✓ Up to 200 transactions /m/a
✓ Fast Turnaround
✓ Free Consultation
5 Accounts
$2,500
✓ Up to 200 transactions /m/a
✓ Fast Turnaround
✓ Free Consultation
10 Accounts +
Starting at $5,000
✓ Up to 200 transaction /m/a
✓ Fast Turnaround
✓ Free Consultation

Our Operating Standards
- Direct access to their advisor
- Clear scope and upfront pricing
- Structured processes
- Professional-grade financial reporting
We don’t outsource
- Free Consultation
- Upfront pricing
- 100% U.S. Based & Worked

