Pricing

A fair, custom,
transparent price.

Built for businesses doing $200K–$1M in revenue. Expert financial support at a price that makes sense for where you are.

Tax Returns✦
Fractional CFO✦
Bookkeeping✦
Government Representation✦
SEP-IRA & Retirement✦
Business Registration✦
Financial Strategy✦
Tax Returns✦
Fractional CFO✦
Bookkeeping✦
Government Representation✦
SEP-IRA & Retirement✦
Business Registration✦
Financial Strategy✦
Our Approach

Fixed.
No ambiguity.

Everybody deserves to be treated fairly — especially when it comes to paying for professional services. We believe in fully transparent pricing that doesn't leave you guessing.

We custom-scope every engagement, then lock in a fixed monthly fee. You always know what you're paying and exactly what you're getting.

Fixed Monthly Fee
No surprise invoices. No hourly billing. A clear monthly number you can count on and plan around.
Custom-Scoped to You
We price based on your transaction volume, complexity, and the services you actually need — not a one-size-fits-all package.
Scales With You
As your business grows, we adjust. You're never paying for more than you need, and never stuck without the support your stage requires.
Service Tiers

Find your orbit.

These ranges represent our most common engagements. Your actual price is scoped with you — these are honest starting points.

Starter
Clean books, accurate filings, and peace of mind. Perfect for sole proprietors, freelancers, and early-stage businesses getting their financial foundation right.
Monthly Range
$250 — $500
per month
  • Monthly bookkeeping & reconciliation
  • Annual tax return (personal or business)
  • Quarterly estimated tax planning
  • Basic financial reporting
  • SEP-IRA setup & guidance
  • Email & bilingual support
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Most Popular
Scale
Level up your financial function. We customize your engagement to drive action from your numbers — ideal for growing businesses ready to use their financials as a strategic tool.
Monthly Range
$500 — $1,000
per month
  • Everything in Starter
  • Fractional CFO advisory (up to 4 hrs/mo)
  • Monthly financial reporting & KPI dashboard
  • Cash flow forecasting
  • Multi-entity or multi-state tax
  • Portfolio & retirement strategy
  • Priority support
Let's Do This
Full Orbit
You're running fast, have investors or key stakeholders, and need sophisticated financial support. We become your embedded finance team — from strategy to execution.
Monthly Range
$1,000 — $3,000
per month
  • Everything in Scale
  • Dedicated Fractional CFO (8+ hrs/mo)
  • Investor & board-ready reporting
  • Audit preparation & government representation
  • M&A advisory & financial modeling
  • Full tax strategy & compliance
  • Dedicated account team
Let's Do This
Pricing Examples

A few real-world
scenarios.

Every client is different. Here's how pricing plays out across a range of typical engagements — all prices reflect our customized, fixed-fee approach.

Technology
$1,800/mo
monthly
Managed Accounting Fractional CFO Financial Analytics
Complexity
Employees
8
Annual Revenue
$900K
Professional Services
$950/mo
monthly
Managed Accounting Tax Advisory Financial Analytics
Complexity
Employees
5
Annual Revenue
$750K
Technology
$600/mo
monthly
Managed Accounting Tax Advisory
Complexity
Employees
1
Annual Revenue
$500K
Professional Services
$750/mo
monthly
Managed Accounting Financial Analytics
Complexity
Employees
4
Annual Revenue
$650K
Sole Proprietor / Tech
$350/mo
monthly
Managed Accounting SEP-IRA Planning
Complexity
Employees
1
Annual Revenue
$250K
Technology
$1,200/mo
monthly
Fractional CFO Managed Accounting Financial Analytics
Complexity
Employees
6
Annual Revenue
$800K
Let's Talk

Ready to find
your number?

Every engagement is custom-scoped. Reach out and we'll have a free conversation to understand your needs and put together a clear, fixed-fee proposal.

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