Fee schedule · published in full

Five services. Five prices. Nothing hourly.

Every engagement below is a fixed monthly line item. Take one, take all five — the number is locked for 12 months and printed before you sign. Prices shown are for companies under $2M revenue.

Tax planning & filingFederal · state · multi-state

Quarterly planning sessions instead of a March scramble. We model your entity structure, project the year, schedule estimated payments, file the return, and answer the notice if one lands. The work is spread across the year so nothing is a surprise in April.

$520 per month Add this service

What's included

Federal return — 1120, 1120-S, 1065 or 1040annual
State & multi-state returnsall filings
Four quarterly planning sessionsQ1–Q4
Estimated payment vouchers & remindersquarterly
Entity-structure & S-election reviewannual
IRS & state notice response, drafted and filedas needed
Unlimited tax questions by emailincluded

Not included

Cleanup of prior-year books (quoted once, separately)
R&D credit study — see audit-ready reporting
Sales-tax return filing (add via bookkeeping)

One-time prior-year amendments are quoted after the consultation. Everything recurring is in the $520.

BookkeepingMonthly close · reconciliation

Books closed by the 10th, every month, with a one-page variance memo written by a named human — not a bot that files your Stripe fees under “meals.” You get a clean ledger your lender, your board and your future buyer can all read.

$390 per month Add this service

What's included

Bank & credit-card reconciliationmonthly
Accounts receivable & payable trackingmonthly
Monthly close by day 10guaranteed
One-page variance memo, written by a CPAday 11
Chart-of-accounts setup & upkeepincluded
QuickBooks Online or Xero subscription mgmtyour login
Sales-tax nexus tracking30+ states

Not included

Payroll runs — see service 04
Accrual conversion & ASC 606 memos — service 05
Historic cleanup before month one (one-time)

If your books are behind, cleanup is a one-time fee ($900–$4,500) quoted before you commit. The $390 starts at your first clean month.

CFO advisoryForecast · pricing · runway

A standing monthly session with a CPA who has already read your P&L before the call. We build the cash forecast, pressure-test the hiring plan, model pricing changes, and assemble the board pack — so the numbers drive the decision instead of chasing it.

$450 per month Add this service

What's included

Monthly 60-minute advisory callsame slot
13-week rolling cash forecastupdated monthly
Hiring & headcount plan modellingas needed
Pricing & unit-economics analysisincluded
Board reporting packmonthly / quarterly
Fundraise prep & scenario modellingincluded
Direct email to your advisory CPAunlimited

Not included

Investor introductions or fundraising as a broker
Audit-ready GAAP conversion — service 05
Bookkeeping data entry — service 02

CFO advisory assumes your books are current — pair it with service 02 for the forecast to be worth trusting.

PayrollW-2 · 1099 · benefits filings

Run payroll, file the returns, and register every state you just hired into. Employees and contractors sit on one calendar, and the quarterly and annual filings happen without you chasing a deadline. Billed per active person, on top of a $60 monthly base.

$10 per person / month Add this service

What's included

Semi-monthly or bi-weekly payroll runsyour schedule
Federal 941 & 940 filingsquarterly / annual
State withholding & unemployment filingsall states
New-state payroll registrationas you hire
W-2 & 1099-NEC preparation and filingJanuary
Gusto or Rippling administrationyour login
Contractor onboarding & W-9 collectionincluded

Not included

Benefits brokerage or health-plan selection
Equity / stock-option administration
Payroll for 100+ employees (second schedule)

$60 base + $10 per active person each month. A 12-person team runs $180/mo, all filings included.

Audit-ready reportingGAAP · diligence · investor packs

Accrual conversion, revenue-recognition memos and a data room that survives diligence — built before the term sheet, not scrambled together after it. When a buyer's or investor's accountant asks for something, it already exists and it already ties out.

$240 per month Add this service

What's included

Cash-to-accrual conversionongoing
ASC 606 revenue-recognition memosincluded
R&D credit study & §174 trackingannual
GAAP-basis financial statementsquarterly
Diligence data room, kept currentalways-on
Cap-table & 409A support coordinationas needed
Buyer / investor accountant liaisonincluded

Not included

A formal third-party financial audit (we prep for it)
Legal cap-table or 409A valuation itself
Tax filing — bundled in service 01

We make you audit-ready and sit beside your auditor; we don't issue the independent audit opinion ourselves.

No hourly billing

Above $2M revenue we publish a second schedule — same fixed-fee rule, quoted in writing before you commit.

What a full engagement adds up to.

The sample statement from the homepage, itemised. Take fewer services and the total simply drops — the per-line price never moves.

#	Service	Basis	Monthly
01	Tax planning & filing	Flat	$520.00
02	Bookkeeping (monthly close)	Flat	$390.00
03	CFO advisory	Flat	$450.00
04	Payroll — 12 employees	$60 + $10/pp	$180.00
05	Audit-ready reporting	Flat	$240.00
	Total, billed monthly	Fixed 12 mo	$1,780.00

Locked 12 months

Typical for a company around $1.4M revenue. Your written quote is fixed the day you sign.

Next step · Consultation

Want the number for your company?

Bring last year’s return and access to your books. In 45 minutes you’ll have a written, fixed monthly fee — whether or not you hire us.

Book a consultation

Fixed-fee, in writing

Services you chooseYour pick

Price change mid-year$0.00

Hourly invoicesNever

Quote turnaroundSame day