Clear and transparent pricing tailored to your needs. No surprises.

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Pricing shouldn’t be a mystery.

We do the work upfront to understand your business and maintain a fixed pricing model. Unexpected, varying costs should never come from your own accountants.

Core Packages

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WALK
Starting at
$600/ month
Tailored to business owners looking to take care of the basics and have a clear picture of their financials so they can focus on running their business.
Package highlights
  • Onboarding Strategy Sessions.
  • Quickbooks Online (QBO) on cash or accrual basis (based on your business needs).
  • Monthly bookkeeping. Closed book before the end of the following month.
  • Financial Reporting and key KPIs.
  • Accounting software tech support.
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HIKE
Starting at
$1,000/ month
Tailored to business owners looking to grow! Includes assistance with payroll, compliance and can benefit from a dedicated support team.
Everything in WALK +
  • Business tax preparation and filing.
  • Other taxes, including sales tax, franchise tax and other applicable tax fillings.
  • Payroll and benefits enrollment and management.
  • Quick Cash Flow (CF) forecast.
  • Dedicated support team and access to advisory services for any add-hoc needs.
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SUMMIT
Starting at
$1,500/ month
Tailored for business owners looking to maximize profit and visibility, includes tax strategy, one source of truth for revenue / AR and CF management.
Everything in HIKE +
  • Annual tax planning with quarterly assessments.
  • Tax strategy tailored to your situation and goals, while minimizing your tax liability.
  • Integration of your POS/ billing system with your accounting system for revenue and AR
  • Identification of opportunities to improve Cash Flow (CF) through Comprehensive CF forecast and management.
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ADD-ON SERVICES:

We offer ad-hoc services based on your needs, see below for more details.

LOOK-BACK BOOKKEEPING

Based on the state of books.

For business owners that need help catching up their books and cleaning up the past.

INDIVIDUAL TAX RETURN

Based on # of returns and complexity.

For business owners’ and their family’s personal tax return(s), including planning, preparation and filing.

BUDGET CREATION

Based on client needs.

For business owners seeking to set clear, actionable financial goals and keep your business on track.

DASHBOARDS

Based on complexity.

For business owners that need a near real time executive view into their records.

Not sure where to start?
Begin by filling out our intake form and scheduling a free Strategic Assessment session with our team to find the right solutions for your needs.
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