Packages

Clear, bundled engagements

Predictable monthly and project pricing that combines bookkeeping, tax, and advisory into one accountable relationship.

Pkg 01

Essential Books + Tax

Monthly bookkeeping paired with annual tax preparation for simple, organized compliance.

$275/mo · bundled
  • Monthly Bookkeeping
  • Year-End Tax Return (Individual or SMLLC)
  • Annual Financial Statements
  • Quarterly Tax Estimates
  • Email Support
Most Common
Pkg 02

Growth Package

Ongoing books, tax support, and advisory guidance for growing small businesses.

$450/month
  • Monthly Bookkeeping
  • Business + Personal Tax Returns
  • Quarterly Advisory Meetings
  • KPI Dashboard Setup
  • Tax Planning
  • Priority Support
Pkg 03

Fractional CFO

CFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.

$750/month
  • Monthly Bookkeeping
  • Full Accounting Cleanup (if needed)
  • Annual Tax Returns
  • Monthly CFO Strategy Calls
  • Budgeting & Forecasting
  • KPI Dashboard + Reporting
  • Cash Flow Management
  • Tax Planning & Entity Strategy
Pkg 04

Cleanup + Migration

A focused project to clean existing records and move the business into a modern Xero workflow.

$300/mo cleanup + $750 migration
  • Catch-Up Bookkeeping (up to 12 months)
  • Xero Migration
  • Chart-of-Accounts Redesign
  • Financial Reconstruction
  • Option to transition into monthly bookkeeping
Pkg 05

Startup Launch

Accounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.

$350/month
  • Xero Setup + Migration
  • Monthly Bookkeeping
  • First-Year Tax Return
  • Quarterly Advisory Check-Ins
  • KPI Dashboard Setup
  • Entity Structure Review

Published prices are starting points. Final pricing, timing, deliverables, and responsibilities depend on your situation, records condition, filing complexity, entity structure, deadlines, and agreed scope.

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