Pick a flat-rate tier that matches your business today, or collaborate with us on a custom package built around your unique operations.
Simple, fixed-fee accounting designed to grow with your business.
No hourly clocks, surprise retainers, or hidden fees.
Designed for Startups and small businesses.
$249
/month
* Up to $250,000 annual gross receipts
Perfect for startups, side hustles, and single-member LLCs looking for foundational compliance and clear financials.
Monthly Bookkeeping
Transaction Categorization
Monthly Profit & Loss Statements
Monthly Balance Sheet
Encrypted Client Portal
Bookkeeping-related Support
Year-end Financial Package for the Client's Tax Preparer
Monthly financial statements completed within five business days after we receive all required information.
Free onboarding audit included.
Designed for Growing businesses needing more support and advisory access.
$499
/month
* Up to $750,000 annual gross receipts
Tailored for growing teams that need regular support, active payroll management, and more advisory access.
Business Tax Return for One Entity
Individual Tax Return for One Owner
Sales-tax Filing for One Jurisdiction
Quarterly Tax-planning Reviews
Estimated-tax calculations
Year-round CPA Guidance
Forecasting & Budgeting
Strategic Tax Planning
Succession Tax Planning
Standard Payroll Support
Encrypted Client Portal
IRS Notice Review
IRS Audit Assistance Guarantee (20 hours)
90-Day Service Guarantee
Monthly financial statements completed within five business days after we receive all required information.
Free onboarding audit included.
Designed for Established businesses, multi-entity operators, investors, and companies needing CFO-level financial oversight.
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* Generally over $1 million annual gross receipts or complex needs
A fractional CFO suite designed for operators, investors, and high-growth companies that demand strategic guidance.
Monthly Profit & Loss Statements
Compiled or Reviewed Financial Statements
Monthly Sales Tax Filing
Payroll Processing (Up to 10 Employees)
Unlimited Consultations
Forecasting & Budgeting
Strategic Tax Planning
Succession Tax Planning
Encrypted Client Portal
Foundational Financial Guidance
Email & Phone Support
40 Hours IRS Audit Assistance
Monthly financial statements completed within five business days after we receive all required information.
Free onboarding audit included.
No hidden fees, no guessing games. We’re so confident in the clarity of our pricing and the depth of our services that we welcome the comparison. We're here to be the right fit for your business.

We operate as your entire back-office finance department.
Bookkeepinxg, payroll, sales tax, and tax filings—fully synced online.
Meticulous transaction logging and monthly reporting keeping you audit-ready and tax-prepared. Our comprehensive bookkeeping service handles all your financial transactions, ensuring absolute accuracy and regulatory compliance.
Connect with our Bookkeeping CPAs →Strategic tax filings and proactive guidance for both your business and personal items. Our team prepares precise tax returns and provides continuous tax planning.
Connect with our Tax CPAs →Weekly and bi-weekly payroll fully automated to remove admin overload and ensure compliant filings for your workforce.
Connect with our Payroll CPAs →Accurate multi-state sales tax filings to avoid deadlines stress and penalties. We handle complex tax filings on time, every time.
Connect with our Sales Tax CPAs →Accuwise CPA: All-inclusive, online accounting services for small businesses, freelancers, and entrepreneurs.

Manage your finances anytime, anywhere, with our user-friendly online platform.

Benefit from expert guidance and proactive financial planning with our dedicated CPA team.

One-stop solutions include bookkeeping, payroll, sales tax, and tax preparation—all tailored to your specific needs.

You can budget with confidence. Our fixed-fee structure removes the uncertainty of hourly costs.
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