You’ll know exactly what you’re paying before any work begins — and the fee won’t change because you sent an email in July.
Foundation
For early-stage founders ready to build the right financial base.
Solo founders and early-stage owners who want clean books, organized financials, and a wise voice from day one.
Included
Not included
Concierge
For growing businesses ready for proactive financial leadership.
Owner-operators of LLCs and S-corps who want a true concierge experience with proactive tax strategy, payroll, and quarterly advisory.
Included
Not included
Fractional CFO
For scaling companies that want executive financial leadership.
Growth-stage businesses with team, complexity, or multiple entities who want a true outsourced finance partner sitting in the leadership seat.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi-state, prior-year cleanup, multiple entities) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly fees do the opposite.
Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30-minute strategy call helps you make a smarter decision, that’s exactly the point.
What matters isn’t how long the work takes — it’s that your finances are organized, your taxes are optimized, and you have a strategic partner to call. The fee reflects the outcome.
Pricing only changes when your business meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, what you pay this year is what you pay next year.
Bookkeeping, payroll, tax, advisory, CFO leadership, and personal returns are bundled. No separate bills, no piecing things together across providers.
A short conversation, a quick look at where your business stands, and a clear monthly number — in writing. No pressure.
