Pricing

A fair, custom,
transparent price.

Whether you\u2019re a solopreneur or a growing team, we build a custom plan that fits your business and your budget. No surprises, no hidden fees.

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Custom AI Tools✦
Tax Returns✦
Fractional CFO✦
Bookkeeping✦
Financial Dashboards✦
SEP-IRA & Retirement✦
Business Registration✦
Custom AI Tools✦
Tax Returns✦
Fractional CFO✦
Bookkeeping✦
Financial Dashboards✦
SEP-IRA & Retirement✦
Business Registration✦
Our Approach

Fixed.
No ambiguity.

You deserve to know exactly what you're paying before you sign anything. We custom-scope every engagement, then lock in a fixed monthly fee. No hourly billing, no invoices that make you nervous.

Your price is based on what you actually need — not a cookie-cutter package.

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. Great for freelancers, solopreneurs, 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
Get Started
Most Popular
Scale
Level up your financial function with custom AI tools and strategic guidance. Ideal for growing businesses ready to use their numbers as a strategic tool.
Monthly Range
$500—$1,000
per month
  • Everything in Starter
  • Custom AI accounting tools & dashboards
  • Fractional CFO advisory (up to 4 hrs/mo)
  • Cash flow forecasting
  • Multi-entity or multi-state tax
  • Portfolio & retirement strategy
  • Priority support
Get Started
Full Orbit
For businesses that need sophisticated financial support. We become your embedded finance team — custom AI systems, full CPA oversight, strategy to execution.
Monthly Range
$1,000—$3,000
per month
  • Everything in Scale
  • Dedicated Fractional CFO (8+ hrs/mo)
  • Full custom AI accounting ecosystem
  • Audit preparation & government representation
  • Financial modeling & strategic planning
  • Full tax strategy & compliance
  • Dedicated account team
Get Started
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.

Growing Tech Company
$1,800/mo
monthly
Custom AI Tools Fractional CFO Dashboards
Complexity
Team Size
8
Stage
Scaling
Consulting Firm
$950/mo
monthly
Bookkeeping Tax Advisory AI Dashboards
Complexity
Team Size
5
Stage
Established
Freelance Developer
$350/mo
monthly
Bookkeeping SEP-IRA Planning
Complexity
Team Size
1
Stage
Solo
Creative Agency
$1,200/mo
monthly
Fractional CFO Custom AI Tools Tax Strategy
Complexity
Team Size
6
Stage
Growing
Let's Talk

Ready to find
your number?

Every engagement is custom-scoped. Tell us about your business and we'll put together a clear, fixed-fee proposal — no obligation.

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