Pricing
Flat, fixed-fee engagements built around the complexity of your
business — never billed by the hour.
We use engagement levels rather than packages, because very relationship is scoped to the intensity of service, the complexity of your business, and the guidance you need — not a one-size-fits-all-tier.
Revenue ranges below are a starting guideline. Your actual fee reflects complexity, transaction volume, responsiveness, and meeting cadence, and is always confirmed together during a consulation.
BUILDING
Foundation
Typical revenue: $150k-$250k
For founder-led businesses ready for clean and basic planning rhythm.
Monthly bookkeeping & reconciliations
Annual business & owner tax returns
Year-end tax readiness check-in
$475
Per month starting
GROWING
Growth
Typical revenue: $250k-$550k
For businesses that are hiring, expanding, and need proactive tax planning.
Everything in Foundation, plus:
Quarterly tax planning & cash-flow review
Entity & compensation guidance
SCALING
Momentum
$675
Per month starting
Typical revenue: $550k-$950k
For established businesses needing dashboards, stronger guidance, and quarterly strategy.
Everything in Growth, plus:
Enhanced dashboard & cash-flow forecasting
Quarterly CEO strategy meetings
LEADING
Legacy
$875
Per month starting
Typical revenue: $950k+
For owners coordinating strategic planning, tax, and long-term wealth or transition goals.
Everything in Momentum, plus:
Annual owner planning roadmap
Succession & wealth-transition coordination
No hourly billing, no surprise invoices. Not sure where your business fits? Revenue is only one part of the picture — we’ll scope the right level together.
$1,175
Per month starting
Find the right engagement for your business.
Let’s talk through your business and find the right level of support.