Additional services

More support as your business grows.

Add what you need, when you need it. Our team will confirm scope and pricing with you first.

Payroll processing and filings coordinated with your books.

Starting at $199 per month

Up to 4 staff members

Sales tax filings prepared and submitted on schedule — in any state where we can file online.

$185 per month

Business returns prepared from books we already know.

Starting at $545

Proactive planning conversations before year-end, not after.

Starting at $3,500

We review your numbers first. The fee is based on the savings we identify for you.

Guidance on pricing, margins, and decisions using your real numbers.

Plan of Action + 45 minutes of advisory — $829

Combo package — one-time fee

Senior financial leadership on a part-time basis for larger, growing companies.

Starting at $2,599 per month

Starting prices. Final pricing depends on your payroll size, filing schedule and the scope we confirm with you.

Let's get your books working for you.

Two minutes to a clear recommendation. No pressure, no jargon.