Transparent Engagement Pricing
Every engagement is priced individually based on your business size, complexity, entity structure, and service mix. Use the quote tool below for a transparent estimate scaled to your specific profile, or schedule a consultation to discuss your situation directly.
Tell us about your business
Question 1 of 8How is your business legally structured?
Entity type drives the number of returns, the complexity of accounting, and the level of compliance work required.
What industry are you in?
Each industry has different bookkeeping complexity, tax credits available, and regulatory exposure.
What is your approximate annual revenue?
An honest estimate is fine. This sets the base of your custom monthly engagement.
How many monthly transactions does your business process?
Combined count of bank, credit card, merchant, and bill payments per month. Estimate is fine.
How many employees do you have, and in how many states do you operate?
Each state adds payroll, sales-tax, and nexus filings. Headcount drives payroll complexity.
Which services would you like included?
Monthly bookkeeping is the foundation of every engagement, every other service builds on it. Select any add-on services you need. Pricing scales intelligently with your business size.
What condition are your current books in?
A clean baseline takes one transition month. A messy baseline requires a one-time cleanup before we begin monthly work.
Where should we send your locked quote?
We will lock this price for 14 days. No spam, no follow-up unless you ask for one.
Your monthly investment
What is included in your engagement
Price breakdown
Ready to lock in this quote?
Book a 20-minute call. We will walk through the engagement, confirm your details, and start onboarding the same week if it is a fit.
Quote ID: TA-2026-XXXX · Locked for 14 days · No obligation
Four guarantees behind every quote we send.
Common questions about how we charge.
Is this quote really final?
Yes. The quote you generate is your final monthly price, assuming the inputs are accurate. We do not bait-and-switch on the discovery call. If we discover material differences from what was described, we will explain any variance transparently before any engagement letter is signed. The vast majority of quotes go through exactly as generated.
How does your pricing actually work?
Three layers. First, bookkeeping is the required foundation of every engagement, the work that makes everything else possible. Second, you select the additional services you need (tax, advisory, payroll, audit support, fractional CFO, sales tax, AR/AP). Third, the price of each add-on scales intelligently with your business size, so a startup pays roughly 30% less than the same service costs a $20M company, while we still maintain profitability across every engagement. The quote tool runs this math live and locks the final price.
Why is bookkeeping required?
Because tax planning, advisory, audit-readiness, and CFO work all depend on accurate, current books. There is no version of meaningful financial work that can be done on top of bad data. Bookkeeping is the foundation, not an add-on, and is included in every engagement.
What if my business grows mid-year?
Pricing is reviewed annually. If your transaction volume or headcount doubles, we will adjust at renewal. Within a contract year, your rate is locked.
Do I have to sign a long contract?
No multi-year lock-ins. Our engagement is month-to-month after the first 90 days. Most clients stay for years because the work speaks for itself, not because they are stuck.
What is not included?
Your monthly fee covers everything you selected on the quote, plus unlimited email access to your account team. Out-of-scope work (audit defense, M&A diligence, special projects) is quoted transparently before any work begins.
Are there industries you do not work with?
Yes. We do not serve adult entertainment, bars and alcohol distributors, gambling, cannabis, tobacco / vape, firearms, payday lending, and certain related categories. If your business is in one of these, the quote tool may still calculate a number, but we will not be able to engage. See the full list on our Industries page.
How quickly can we start?
Most clients are fully onboarded within ten business days. If you have urgent deadlines, mention it on the discovery call and we will accommodate where possible.