Services
Services built around how modern businesses actually operate.
From formation and compliance to tax, books, and fractional CFO work. One practice that stays with you after the filing is done.
What We Do
Formation, tax, and advisory. One modern practice.
01
Bookkeeping & Accounting
Monthly close by the 10th, clean reconciliations, and financials your tax and CFO work can trust.
View service02
Sales Tax Registration and Filing
We check where you need to collect sales tax, register you in those states, and file your returns.
View service03
LLC Formation
We prepare and file your Articles of Organization, set your registered agent, and hand you an operating agreement ready for banks and investors.
View service04
Inc / C-Corp Formation
Standardized C-Corp setup (Delaware or home state) with bylaws, initial resolutions, and a clean stock ledger investors recognize.
View service05
EIN Filing
We prepare and submit your EIN application, then hand you confirmation docs banks and payroll providers expect.
View service06
Annual Report Compliance
Deadline tracking and annual report filing across the states where you are formed or qualified.
View service07
Business Tax Preparation & Filing
Accurate entity returns with estimated payment planning and a clear story behind every number, not a last-minute dump of PDFs.
View service08
Individual Tax Preparation
Personal returns that handle equity, K-1s, multi-state sourcing, and founder complexity without treating you like a simple W-2 filer.
View service09
Fractional CFO Advisory
Senior finance leadership without a full-time hire: forecasts, runway, board packs, and fundraising support tied to real books.
View service10
Payroll & HR Compliance
Payroll that stays compliant as you hire across states, with year-end forms and registrations handled in one place.
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Monthly packages
Clear pricing. Pick the plan that fits your books.
Every plan includes monthly bookkeeping and core reporting. Upgrade when transaction volume or payroll grows.
Essentials
Clean monthly books for lean operators.
$199/ month
Up to 20 transactions
- Monthly bookkeeping
- Monthly bank reconciliation
- P&L and Balance Sheet
- Sales tax return filing
- Email support
Starter
More room to grow without changing your stack.
$299/ month
Up to 50 transactions
- Monthly bookkeeping
- Monthly bank reconciliation
- P&L and Balance Sheet
- Sales tax return filing
- Email support
- Most popular
Growth
Books, payroll, and a quarterly strategy check-in.
$549/ month
Up to 150 transactions
- Everything in Starter
- Payroll (up to 5 employees)
- Priority email and chat support
- Quarterly strategy call
- Most valuable
Premium
Dedicated support for higher volume and larger teams.
$999/ month
Up to 500 transactions
- Everything in Growth
- Up to 500 transactions per month
- Payroll (up to 20 employees)
- Dedicated bookkeeper
- Monthly strategy call
FAQ
Questions founders ask before they hire us.
Short answers about scope, timing, sales tax and payroll setup, and how engagements usually start. Still unsure? Book a call.