Pricing
All pricing includes comprehensive services designed to help your business thrive
LAUNCHPAD
Starting at
Ideal for startups and growing businesses with low operational complexity. Continuous accounting, not outdated monthly bookkeeping. Comparable market value: $650+ per month Delivered for $450 through automation and efficiency — not shortcuts.
AI-Powered Services Included
- Modern Client Dashboard
- Daily AI bookkeeping
- Continuous reconciliation
- Real-time financial dashboards
- Dedicated accountant
- CFO-style summary report
- Annual tax strategy assessment (written)
- AI website talking agent (billed separately)
- 24/7 AI customer service agent
- Secure document storage & client portal
- Full course library access
- Weekly business & tax insights newsletter
- S-Corp comp report (billed separately)
MOMENTUM
Starting at
Ideal for small to medium sized teams with medium to complex level operations. Advanced AI Bookkeeping & Quarterly Consulting & Planning. Comparable market value: $850+ per month Delivered for $650 through automation and efficiency — not shortcuts.
AI-Powered Services Included
- Modern Client Dashboard
- Daily AI bookkeeping
- Continuous reconciliation
- Real-time financial dashboards
- Dedicated accountant
- CFO-style summary report
- Annual tax strategy assessment (written)
- AI website talking agent (billed separately)
- 24/7 AI customer service agent
- Secure document storage & client portal
- Full course library access
- Weekly business & tax insights newsletter
- S-Corp comp report (billed separately)
VELOCITY
Starting at
Ideal for larger, more established companies with higher level operations. Custom AI Bookkeeping and Reporting with Monthly CFO and Business advisory meetings.
Everything in Momentum, plus:
CFO Advisory & Strategic Oversight
- Monthly CFO advisory meeting
- Financial interpretation & executive-level insight
- Decision support for growth, hiring, and investments
Tax Reduction Strategy
- Proactive tax planning throughout the year
- Identification of ongoing tax-saving opportunities
- Coordination with outsourced tax preparation
Business Valuation
- Annual business valuation (planning-level)
- Valuation insights for growth, exit, or financing
- Updated as the business evolves
S Corp Compensation Strategy (If Applicable)
- S Corp comp analysis & defensible report
- Alignment with IRS guidelines and industry benchmarks
- Integrated with tax strategy and payroll planning
Don't see what you're looking for?
Talk to an expert and we'll build a package customized for your business needs.
Get StartedThree Steps to Better Business
Book A Discovery Call
We have a no-pressure chat to understand you and your business and how we can best serve you.
Easy Onboarding
You're guided through our automated client portal so we can begin the process of advising and serving you and your business.
Enjoy The Outcome
No more tax season panic or wondering where your money went. We keep your books accurate, your strategy sharp and stress low.