To guarantee unmatched, dedicated focus and on-time execution, we strictly limit our firm's capacity. When all slots have been filed, we will start a waiting list!
Ignite your financial clarity with secure, foundational bookkeeping and essential tax compliance. (payroll services are not available with this tier) Best for: Solopreneurs and micro-businesses focused on neat compliance.
Account Cap: Up to 3 bank and/or credit card accounts
Additional monthly fee applies
Rise above the day-to-day chaos with proactive financial management, team scalability, and structural tax mitigation. Best for: Growing small businesses hiring employees and scaling operations.
Account Cap: Up to 5 bank and/or credit card accounts
Includes up to 2 state returns for business and 1040
Includes initial budget creation
Strictly capped at 10 employees
Achieve absolute financial mastery, eliminate back-office drag, and soar toward high-altitude profitability. Best for: Established business owners looking to hand off their complete finance department.
No cap - unlimited bank and credit card accounts!
*For owners/directors/shareholders only
Includes unlimited state returns
Includes initial budget creation
Unlimited employees! No cap.
*All reconciliations have additional fees if the average number of transactions exceed 100; please let us know if you have any concerns* All service tiers come with access to a secure client portal for easy and secure document exchange!

If you aren't ready for year-round monthly accounting services and just need a seasonal tax expert, ask about the
EMBER PACKAGE!
Individual filings start at a flat $225 for simple returns and $375 for itemized returns, with a clear, upfront schedule add-on menu.

Before transitioning to a monthly plan, every business goes through our
Historical Clean-Up & Optimization Phase.
We collect a one-time $750 retainer applied at $75/hour to audit your past books, fix ledger errors, and build a flawless financial foundation. Once your books are perfectly clean, your flat monthly subscription begins!

Let's talk. We have add-on services, so you can get what you need, then relax and leave the rest to us. Add-ons will be calculated prior to the first monthly subscription fee and will continue each month to maintain continuity of the fees and ability to budget for the services you need.
Most add-ons and additional fees for excess accounts or transactions will be reviewed and adjusted bi-annually.
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