PRICING

Clear starting prices. No mystery about the starting point.

Simple businesses should not need an enterprise quote to understand the range. Final scope and pricing are confirmed before you engage.

COMPARE YOUR NEXT STEP

The right support for this stage.

Compare monthly scope at a glance. We confirm fit and your final fee in the proposal.

Essentials

Starting at$350+/month

For growing businesses with more activity and accounts.

$250 one-time setup fee

  • Up to 150 transactions per month
  • Up to 4 financial accounts
  • Quarterly meeting
  • Payroll add-on: $75 per month
  • Sales tax filing: $60 per filing
Let’s talk

Plus

Starting at$550+/month

For established businesses that need more frequent support and planning visibility.

$350 one-time setup fee

  • Up to 500 transactions per month as a scoping guideline
  • Up to 8 financial accounts
  • Meeting every other month
  • Payroll included
  • Standard sales tax filing included
  • Cash-flow support included
Let’s talk

Advisory

Starting at$850+/month

For businesses that need an ongoing financial decision partner.

$500 one-time setup fee

  • Transaction volume and accounts scoped to the engagement
  • 45-minute monthly meeting
  • Payroll included
  • Sales tax support included
  • Cash-flow support included
  • Budget and forecast included
  • Custom KPI support included
Let’s talk

Between two plans?

Tell us about your accounts, monthly activity, and the support you need. We’ll help define the scope.

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01

The work determines the final scope.

Transaction volume, accounts, complexity, processors, sales tax, reporting needs, book condition, entities, and payroll activity can change the final fee.

02

Simple Indiana sales-tax filing

$60 per filing/return for the approved simple Indiana concept. Multistate work, registrations, cleanup, notices, multiple locations, and unusually complex returns require separate scope.

03

Other services

Business setup, tax returns, IFTA/IRP, notices, diagnostics, and cleanup are quoted after consultation.

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The next step starts with a conversation.

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