Pricing
Simple, fixed-fee pricing
No hourly billing. No surprise invoices. Monthly services run on a flat monthly fee. Tax services are quoted as a fixed fee per engagement before any work begins.
CFO + Controller Services
Know your price before you commit
One flat monthly fee covers your CFO and controller services. Exact fee is scoped to your business; prices below are starting points.
CFO + Controller Services
Essentials
Starting at — exact fee scoped to your business
Clean books, reliable close, and a CPA who actually knows your business — without the overhead of an in-house hire.
- Month-end close by Business Day 10
- Daily bank & credit card reconciliations
- Monthly P&L, balance sheet & cash flow
- Basic AP/AR support
- Dedicated CPA access
- Year-end close & tax prep support
- Email & phone support
CFO + Controller Services
Growth
Starting at — exact fee scoped to your business
For businesses that need more than accurate books — cash flow visibility, proactive guidance, and a financial partner who helps you stay ahead of decisions, not react to them.
- Everything in Essentials
- 13-week rolling cash flow forecast
- Full AP/AR management
- Weekly financial check-ins
- Budget vs. actuals reporting
- KPI dashboard & reporting
- Revenue recognition support
- Quarterly strategic reviews
CFO + Controller Services
Established
Starting at — exact fee scoped to your business
Full-scope financial operations for complex businesses — multi-entity, investor-ready reporting, and CFO-level strategic partnership at the table every month.
- Everything in Growth
- Multi-entity consolidation
- Board-ready financial packages
- Custom financial modeling
- Audit & transaction support
- Entity-level KPI reporting
- Priority response times
- Monthly strategic advisory meetings
Not sure which tier fits? Use the ROI Calculator or book a free consultation — we'll recommend the right fit.
Business Tax Services
Fixed-fee tax engagements
Every tax engagement is quoted as a fixed fee before work begins. You know the price before you commit — no surprises at filing time.
S-Corporation Return (Form 1120-S)
Includes K-1 preparation for all shareholders
Partnership Return (Form 1065)
Includes K-1 preparation for all partners
C-Corporation Return (Form 1120)
Individual Return (Form 1040) — Business Owner
Coordinated with your business entity filing, including K-1 income and self-employment. Bundled with the entity return.
Multi-State Filing
Per additional state, where nexus applies
Nonprofit Return (Form 990 / 990-EZ / 990-PF)
Annual information return for tax-exempt organizations
Tax Planning Session
Mid-year or year-end proactive planning engagement
Bundle Discount
Monthly clients pay less for tax — automatically.
Your books are already clean and your CPA already knows your business. Tax prep is faster, the work is easier, and we pass that savings directly to you. One firm, one relationship, lower total cost.
Get a Fixed-Fee QuoteWhy fixed fees?
Hourly billing rewards inefficiency. When your accountant bills by the hour, every question you ask costs you money — and they have no incentive to work faster or smarter. Our flat-fee model means we're incentivized to build efficient systems, answer your questions freely, and deliver results, not hours.