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Choose your pricing plan

  • Essential Plan (Sole Proprietors)

    375$
    Every month
    Essential bookkeeping and accurate tax compliance for stable businesses.
     
    • Monthly bookkeeping up to 100 transactions total
    • Annual federal and state business tax return filing
    • Quarterly financial statements and email support
  • Growth & Advisory Plan

    1,250$
    Every month
    Proactive tax planning and strategic guidance for growing companies.
     
    • Includes full coverage from the Foundation Plan
    • Quarterly strategic advisory and tax sessions
    • Estimated quarterly tax calculations and planning
  • Scale Plan (Sole Proprietors & Entities)

    1,500$
    Every month
    Strategic CFO leadership and cash flow forecasting for high earners.
     
    • Includes full coverage from the Strategy Plan
    • Monthly dedicated executive calls and forecasts
    • Unlimited priority email support and guidance
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Your partner for small business financial planning, tax compliance, and personalized support in Raleigh's growing business community.

Raleigh, NC

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