Services and rates
Three levels of monthly support, plus tax preparation and cleanup. Every level comes with weekly bookkeeping, a monthly close, and a person you can reach. Moving up changes the agreement, not the people.
from $850 / month
What is included
from $1,950 / month
What is included
from $3,500 / month
What is included
Not sure which level fits? That is what the consultation is for. In 30 minutes we will tell you which level matches your business and give you a number.
Tax
When we keep your books all year, your return is built from numbers we have already reviewed. Planning happens while there is still time to act on it.
from $950 per return year
For clients on any monthly level. We prepare from books we have kept and reviewed.
from $1,500
For books we did not keep. We review them from zero before we prepare the return.
Included at Controller and CFO
Built into the monthly work, so you see what you are likely to owe while you can still act on it.
Rates
Starting rates. Your exact rate depends on volume and complexity, and it is written into your agreement.
| Service | Rate | How it works |
|---|---|---|
| Monthly levels | ||
| Bookkeeper | from $850 / mo | Weekly bookkeeping, monthly close, quarterly one-on-one. |
| Controller | from $1,950 / mo | Everything in Bookkeeper, with tax planning built in. |
| Fractional CFO | from $3,500 / mo | Everything in Controller, with growth strategy and planning. |
| Tax | ||
| Tax preparation, monthly clients | from $950 | Per return year. |
| Tax preparation, standalone | from $1,500 | For books we did not keep, reviewed from zero first. |
| Tax planning | Included | At Controller and Fractional CFO. |
| Getting started and add-ons | ||
| Catch-up cleanup | Monthly rate × months behind | Added into your monthly, or paid as a lump sum if you are not signing on for monthly work. |
| Onboarding | $500 one time | Charged once when you start. |
| Payroll, AP/AR, 1099s | Quoted | Priced to your volume and added to the monthly. |
How we work
The same cadence for every client, at every level.
Transactions are categorized and matched to the bank, then reviewed by a person.
We close the month and send a short note on what changed and what to watch.
We sit down with you to talk through results, taxes, and what is coming next.
Email or call Monday to Friday, 8 AM to 5 PM Central. A real person answers.
Questions
If you need clean books and someone to ask, start with Bookkeeper. If you want your reports explained and your taxes planned during the year, Controller fits. If you are making bigger calls on hiring, pricing, cash, or growth, look at Fractional CFO. On the consultation we will tell you which one matches your business.
Yes. Standalone tax preparation starts at $1,500. Since we did not keep the books, we review them from zero before we prepare the return. If you join a monthly level, preparation starts at $950 per return year.
Yes. Catch-up cleanup is priced as your monthly rate times the number of months behind. You can add it into your monthly, or pay it as a lump sum if you are not signing on for monthly work.
Partly. We use software that categorizes transactions quickly and accurately. Software sorts, and people catch what it misses. Someone on our team reviews every entry, explains what the numbers mean, and calls you when something needs your attention.
No. We do not split the work piecemeal. We own the outcome for your level, so we review everything, including work done in your own tools. That review is how we can stand behind your numbers.
Email Vanessa at [email protected] or Terrance at [email protected], Monday to Friday, 8 AM to 5 PM Central. Clients can also send files and messages through the secure client portal.
Ready when you are
Book a 30 minute consultation. Bring last year’s return and a month that surprised you. We will take it from there.