Numbers that move your business forward.

Most clients start with a 45-minute discovery call, followed by a free written diagnostic of your current financials. From there, we propose a flat-fee plan with a clear 90-day onboarding roadmap. You’ll have a dedicated senior advisor as your single point of contact — not a rotating cast of juniors.

Every plan is flat-fee, billed monthly. We don’t bill hourly because it punishes you for asking questions. Foundation starts at $299/month, Growth at $799/month, and Enterprise engagements are custom-quoted — typically starting around $2,500/month.

Yes. We work natively in QuickBooks Online and Xero, with integrations to Gusto, Rippling, Stripe, Shopify, Square, and most major banking systems. If you’re on a legacy desktop product, we handle the migration as part of onboarding at no extra cost.

We specialize in catch-up engagements. Whether you’re three months or three years behind, we’ll reconstruct your books, file delinquent returns, negotiate with the IRS or state agencies, and get you back on a clean monthly cadence — usually within 60 days.

Absolutely. We’re SOC 2 Type II certified, use bank-level 256-bit encryption, two-factor authentication on every account, and store nothing on local devices. All client documents live in an encrypted client portal with role-based permissions.

Yes to both. There are no long-term contracts on Foundation or Growth — change tiers or cancel at the end of any month. Enterprise plans typically include a 6-month minimum so we can deliver the strategic work, but you can downgrade with 60 days’ notice.

Yes. All Growth and Scale tier clients receive full IRS & state audit representation included at no additional cost — handled by our team of Enrolled Agents and tax attorneys. Foundation clients can add representation services for a flat per-engagement fee.