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Pricing

Flat monthly fee. No hourly billing. No surprises. Pick the tier that fits your practice.

Core Bookkeeping

Single-provider practices that want reliable, on-time financial reporting.

$1,250/month

What's included:

  • Monthly close delivered by the 10th, guaranteed
  • Monthly KPI dashboard
  • Monthly performance review video
  • Accurate financial statements
  • Bank and credit reconciliation
  • Production and collection alignment
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Bookkeeping & Tax

Practices that want monthly accounting and coordinated annual tax preparation under one team.

$1,650/month

What's included:

  • Everything in Core Bookkeeping plan
  • Coordinated tax preparation (business + owner)
  • Tax-ready books year-round
  • No handoff between your bookkeeper and your tax preparer
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Bookkeeping & Advisory

Practices that want financial reporting to actively guide business decisions.

$2,250/month

What's included:

  • Everything in Bookkeeping & Tax
  • Annual tax plan with identified savings strategies
  • Tax projections up to three times per year
  • Scenario planning for growth
  • Ongoing tax consulting throughout the year
  • Cash flow planning
  • Hiring and compensation impact modeling
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One-Time Onboarding - $1,200

We set up your systems and align your data so month one runs clean:
  • System access and setup
  • Review of current books
  • Revenue mapping from your practice management system
  • Alignment on close timing and expectations

The Guarantee

Books closed by the 10th. Every month. If we miss it, that month is free.

This is written into the engagement agreement. The 10th is not a target. It is a commitment backed by a financial guarantee.

Trusted by growing practices

Ready to talk?

30 minutes. We learn how your practice runs. You learn how we close books.

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Questions? See the FAQ