Services & Pricing
One team.
Every dollar.
Choose the tier that fits where you are. Every tier includes the same human-led, tech-powered approach — the difference is how deep we go.
Books
$449/mo
Billed monthly · $5,388/yr annual
Professional monthly bookkeeping with year-end tax-ready financials.
Included
- ✓45-min onboarding session
- ✓Monthly bank & credit card reconciliation
- ✓Monthly P&L and balance sheet
- ✓Chart of accounts setup & maintenance
- ✓Year-end tax-ready financial package
- ✓Advisor access via email (48hr response)
Not included
- –Tax return preparation
- –Tax planning calls
- –Payroll
Most popular
Books + Tax
Custom
Pricing based on your scope — apply for a quote
Full compliance — bookkeeping and tax filing under one roof.
Included
- ✓Everything in Books
- ✓Business tax return (1120-S, 1065, or Schedule C)
- ✓Quarterly estimated tax calculations
- ✓Year-end W-2 and 1099 preparation
- ✓IRS notice response support
- ✓Priority advisor access (24hr response)
Not included
- –Quarterly planning calls
- –Entity/S-corp strategy
Books + Tax + Planning
Custom
Pricing based on your scope — apply for a quote
For operators who want to keep more of what they earn — every year.
Included
- ✓Everything in Books + Tax
- ✓Quarterly tax-planning strategy calls
- ✓S-corp election analysis & reasonable salary
- ✓Retirement plan coordination (SEP, Solo 401k)
- ✓Entity structure optimization
- ✓Year-round direct advisor access
- ✓Personal 1040 add-on available
Add-ons
Why integrated
What fragmented vendors
actually cost you.
Potential savings
~$11,000/yr
The S-corp election.
A 1099 consultant netting $180K pays ~$11K/yr extra in self-employment tax without an S-corp election and reasonable salary setup. We watch your books in real time and flag the moment the math tips in your favor.
Potential savings
~$8,000 in taxes deferred
The Q4 income spike.
A $200K consulting payment lands in November. An integrated team immediately adjusts Q4 estimates, accelerates a retirement contribution, and times a Section 179 purchase. A siloed team learns about it April 12.
Potential savings
$900–$1,500 in preparer fees
The clean-books discount.
Tax preparers charge a premium to reconstruct messy books at deadline. Clean monthly books mean filed on time, no rush fees, and no missed deduction recovery.
Potential savings
Audit protection
The reasonable salary defense.
S-corp owners get audited on reasonable salary. We document the methodology contemporaneously inside your books — something a once-a-year tax preparer never does.
Common questions
Do I need to already use QuickBooks?
No. We handle the setup. We'll get your books configured on the right platform and import historical data as part of onboarding.
How do I send documents and connect accounts?
You'll get a secure client portal. Most bank and credit card connections are read-only and take five minutes to set up. After that, your monthly involvement is minimal.
What's the contract length?
Month-to-month. No annual lock-in. We keep clients by doing excellent work.
Can you handle catch-up bookkeeping if my books are behind?
Yes. Catch-up bookkeeping is a separate one-time engagement billed at $349 per month of cleanup needed. We'll scope it before we start.
Do you work with Arizona-based businesses only?
No. We work with clients nationwide. Our practice is Arizona-based, but our services are fully remote.
Not sure which tier you need?
Apply and tell us where you are. We'll recommend the right fit and reach out within one business day.