Clear prices for one job or every month.
One-off jobs, like a tax return, catch-up books or an ITIN, have a fixed price from $150. Monthly plans start at $300 for bookkeeping and sales tax and run month to month. Either way, you see the price before we start.
Updated November 2026
Rather hand us all of it?
One named accountant and one fixed monthly price for the ongoing work. Month to month, and you can cancel any month.
Essentials
Clean books and sales tax
- Monthly bookkeeping in QuickBooks Online or Xero
- Every bank and card account reconciled
- Sales tax filings
- Monthly financial statements
Growth
For owners with employees
- Everything in Essentials
- Payroll, run and filed
- Form 941 and state payroll filings
- Business tax return
Complete
Everything on one invoice
- Everything in Growth
- Owner's personal return
- Quarterly tax planning and estimates
- State franchise and annual reports
CFO
For bigger decisions
- Everything in Complete
- Monthly forecast
- KPI review meeting
- A second opinion on hiring, pricing and cash
Just need one thing every month? Bookkeeping from $250Payroll from $80Sales tax from $75
Compare every plan
| What's included | Essentials | Growth | Complete | CFO |
|---|---|---|---|---|
| Starts at | $300/mo | $500/mo | $650/mo | $1,100/mo |
| A named accountant | Included | Included | Included | Included |
| Secure client portal | Included | Included | Included | Included |
| Monthly bookkeeping in QuickBooks Online or Xero | Included | Included | Included | Included |
| Monthly financial statements | Included | Included | Included | Included |
| Sales tax filings | Included | Included | Included | Included |
| Payroll, run and filed | Not included | Included | Included | Included |
| Business tax return | Not included | Included | Included | Included |
| Owner's personal return | Not included | Not included | Included | Included |
| Quarterly tax planning and estimates | Not included | Not included | Included | Included |
| State franchise and annual reports | Not included | Not included | Included | Included |
| Monthly forecast | Not included | Not included | Not included | Included |
| KPI review meeting | Not included | Not included | Not included | Included |
Need one thing done?
Pick the kind of job you need. Every card shows a fixed starting price, and opens the three tiers behind it.
Catch-up bookkeeping
from $150 per month behind
Months or years of missing books, rebuilt and reconciled.
See the three tiersPayroll setup
from $200
Gusto or ADP set up right, ready for your first pay run.
See the three tiersIRS notice help
from $150
The letter read, explained and answered, for you to sign.
See the three tiersLLC formation
from $299 + state fee
Any state, with your EIN and an S-Corp election if it fits.
See the three tiersS-Corp election
from $350
Savings worked out with your numbers, Form 2553 filed if it pays.
See the three tiersTax planning review
from $350
One session with your numbers, and written next steps.
See the three tiersWhat would my monthly fee be?
Tick what you want handled and see a range in a few seconds. Your fixed quote comes after a short call.
2How big is the business?
- Bookkeeping$250
- Business tax return$75
Sample rates for the design preview. Annual returns are spread across 12 months.
Straight answers about price.
Don't see your question? Ask it on a free 30-minute call.
Book a callFree tools: What a bookkeeper costs, Catch-up bookkeeping, Payroll cost calculator
How much does bookkeeping and tax help cost for a small business?
It depends on whether you need one job or ongoing help. One-off jobs start at $150 for an IRS notice review and $450 for a personal return. Monthly plans start at $300 for bookkeeping and sales tax, $500 with payroll and your business return, and $650 for everything, including your personal return.
Do I need a monthly plan to hire you?
No. Plenty of clients hire us for one job, like a tax return, catch-up books, an ITIN or Form 5472, and never need a plan. Each job has its own fixed price.
What moves my price up or down?
Five things. Transactions a month, people on payroll, the states you file in, how many entities you have and how far behind the books are. Catch-up is a one-time job priced per month behind, and the monthly price takes over once you're current.
Do I have to sign an annual contract?
No. Every monthly plan runs month to month and you can cancel any month. If you leave, we hand your books over clean.
Is my personal tax return included?
Yes, in the Complete and CFO plans. On Essentials or Growth, or with no plan at all, we prepare it as a one-off job starting at $450.
Can I start with one job and move to a plan later?
Yes. Many clients start with one job, like a tax return or catch-up books, then move to a monthly plan once they've seen how we work. Your accountant stays the same.
Tell us what's messy. We'll tell you what it takes.
Tell us what you need and get a fixed price before any work starts. No pressure and no contract.