Packages & Pricing.

Accounting & Taxes

Each package includes bookkeeping & support on a monthly basis, but you get to choose how often you want to receive the full financial reporting packet:

Select a Reporting Frequency:

Monthly Reporting
Quarterly Reporting

Essentials

Ideal for businesses who need
accounting support

$395/Month

Essentials Includes:

Accounting Services

direct communication
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows

Encompass

Ideal for business owners that
need accounting & tax support

$595/Month

Everything in Essentials PLUS:

Accounting Services

by a CPA

Tax Services

Wealth Management Services

Enterprise

Ideal for businesses with
more complex needs

Custom Pricing

Everything in Essentials &
Encompass PLUS:

Managerial Accounting Services

Premium Services

Wealth Management Services

Essentials

Ideal for small
businesses

$295/Monthly

Essentials Includes:

Accounting Services

direct communication
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows
  • Owner Tax Summary
Preparation

Encompass

Ideal for growing businesses
that need more support

$495/Monthly

Essentials Includes:

Accounting Services

for Owners***

Enterprise

Ideal for larger businesses or those with complex needs

Custom Pricing

Essentials Includes:

Accounting Services

Analysis
Assistance

Additional Services

Accounting and Tax Services

Wealth Management Services

*Subject to additional fees based on complexity

**Essentials & Encompass Plans are subject to thresholds on number of transactions, accounts, and employees; Businesses exceeding those thresholds would qualify for our Enterprise package.

Wealth Management

Our Fee Structure

We charge one all-inclusive annual management fee tiered by household assets under management and your specific circumstances. There are no account fees, no hidden fees, no trailing fees, and no trade commissions on ETF’s and equities.

Financial Planning

Comprehensive financial planning and retirement income planning is a core part of our offering and is included in our services at no additional cost. However, there are times when there are little or no assets to be managed or the relationship only calls for financial planning services. In these situations, we have the ability to charge an hourly rate.