Pricing

    Transparent Pricing. No Contracts.

    Flat-rate packages for bookkeeping, payroll, and tax prep. Pick what you need — or bundle all three and save.

    Bookkeeping

    Choose Your Bookkeeping Tier

    Clean, audit-ready books delivered by the 15th of every month. No contracts, no hidden fees.

    Starter

    For new businesses & sole proprietors

    $149/mo
    billed monthly · 100% tax deductible
    • Up to 2 bank/credit card accounts
    • Monthly reconciliation
    • P&L and Balance Sheet
    • Year-end tax-ready package

    Essential

    For growing small businesses

    $199/mo
    billed monthly · 100% tax deductible
    • Up to 4 bank/credit card accounts
    • Monthly reconciliation
    • P&L, Balance Sheet & Cash Flow
    • Transaction categorization cleanup
    • Year-end tax-ready package
    Most Popular

    Growth

    Our most popular package

    $299/mo
    billed monthly · 100% tax deductible
    • Up to 6 bank/credit card accounts
    • Full reconciliation & cleanup
    • Monthly financial reports
    • 3-min video walkthrough of your numbers
    • CPA-ready year-end package
    • Quarterly check-in call

    Premium

    For complex or multi-entity businesses

    $399/mo
    billed monthly · 100% tax deductible
    • Unlimited bank/credit card accounts
    • Full reconciliation & cleanup
    • Advanced financial reporting
    • Monthly video walkthrough
    • CPA-ready year-end package
    • Monthly strategy call
    • Multi-entity bookkeeping support

    Prices are subject to change and vary based on transaction volume. Your final price will be confirmed before any engagement begins.

    Add Payroll

    Add Full-Service Payroll

    Accurate, on-time payroll with full tax compliance. Add it to any bookkeeping tier.

    Full-Service Payroll

    from $49/mo + per employee

    Direct deposit, tax filings, year-end W-2s and 1099s — all handled for you. California labor law compliant.

    • Direct deposit for W-2s & 1099s
    • Federal, state & local tax filings
    • Year-end W-2 and 1099 preparation
    • Garnishment management
    • Employee self-service portal
    • California EDD compliance
    Add Tax Prep

    Add Tax Preparation

    CTEC-registered tax preparation. Personal and business returns filed with deduction optimization.

    Tax Preparation

    $199 personal · $399 business

    Strategic tax preparation designed to minimize liability and maximize savings. Filed by our CTEC-registered team.

    • Personal return (Form 1040) — $199
    • Business return (1120S, 1065, Sch C) — $399
    • State tax return included
    • Deduction optimization review
    • K-1 preparation for partners
    • Year-end tax planning session
    • IRS audit support
    Full-Service Bundle

    One Team. Clean Books. Worry-Free.

    Stack bookkeeping, payroll, and tax prep together and get one dedicated team handling your entire financial stack — start to finish.

    Bookkeeping

    from $149/mo

    Clean, reconciled, audit-ready books

    Payroll

    from $49/mo

    + per employee · full tax compliance

    Tax Prep

    $199 / $399

    Personal / business · CTEC-registered

    Final pricing confirmed on your discovery call. No contracts — month to month.

    Common Questions

    Pricing & Onboarding FAQ