Accounting, with a clear scope
Compare monthly support at a glance. Each package shows its included work and limits, so there are no surprises.
Illustrative packages only. Final names, prices and inclusions will be set by the firm.
For individuals keeping the basics organised.
$249/ month
For a small business with more moving parts.
$499/ month
For a business looking further ahead.
$899/ month
Sample scope: one business entity. Annual tax returns, setup and catch-up work quoted separately.
Side by side
Every package includes the secure client portal and year-round questions.
| Included | Essentials$249 / month | Business$499 / month | Advisory$899 / month |
|---|---|---|---|
| Monthly bookkeeping | 50 tx | 150 tx | 300 tx |
| Quarterly tax estimates | Included | Included | Included |
| Payroll | Not included | Up to 5 | Up to 10 |
| Check-in meetings | Quarterly · 30 min | Monthly · 30 min | Monthly · 60 min |
| Cash-flow review | Not included | Not included | Monthly |
| Year-round portal questions | Included | Included | Included |
| Priority response | Not included | Included | Included |
Before you choose
Not sure which fits? A short call usually settles it.
Book a consultationAnnual tax returns are quoted separately so each package stays simple. Most clients add them at a fixed fee.
Yes. Move up or down at the start of any month.
We will let you know before any extra charge and suggest the right package.
Setup and catch-up work are quoted after a short review, before anything begins.