VIDEO: Why Bookkeeping Is the First System You need

Our pricing is based on your annual gross revenue, transaction volume, scope of services, and overall service complexity to align with the following four pricing tiers:

1. Basic Bookkeeping

For small businesses that mainly needs clean, tax-ready books.

2. Tax & Financial Control

 For the business owner who needs compliance monitoring, and quarterly guidance.

3. CFO Advisory

For the serious owner who wants monthly financial review, advisory notes, tax planning, KPIs, and decision support.

4. Premium CFO / Growth

For growing businesses needing forecasting, hiring/expansion analysis, financing support, profit strategy, and deeper advisory. 

For Sole Proprietors and Single-Member LLCs:

Gross revenues under $200,000 includes our Basic Bookkeeping tier at $6,000 annually ($500/mo.)

For All other entity types:

Gross revenues under $200,000, includes our Basic Bookkeeping tier at $10,200 annually ($850/mo.)

Gross revenues between $200,000 and $500,000, include our Tax & Financial Control tier at $12,000 annually ($1,000/mo.) or 6% of gross revenue, whichever is greater.

Gross revenues between $500,000 to $1 million, include our CFO Advisory tier at $30,000 annually ($2,500/mo.) or 6% of gross revenue, whichever is greater.

Gross revenues between $1 million to $2 million, include our Premium CFO / Growth tier at $60,000 annually ($5,000/mo.) or 6% of gross revenue, whichever is greater.

Gross revenues over $2 million, 5% of gross revenue.

Schedule a confidential phone consultation so we can review your bookkeeping needs and explain exactly how we’ll support you going forward. 

📞 Call (301) 747-0489
📅 Schedule on Our Calendar

You don’t have to stress over your numbers and you don’t have to figure it out alone.