Pricing With Integrity

Fair, Consistent, Transparent.

Based on VALUE, not hours.

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If we truly want to provide transformation to those we are privileged to serve, our business model's economics must reflect that fact.

— Ronald J. Baker, Time's Up!

Enter the Subscription Accounting Firm Model.

The billable hour has long been a barrier to trust, innovation, and true collaboration.

Traditional fixed pricing, while an improvement, often misses the mark because it focuses on deliverables instead of the outcomes that you truly value.

Our subscription model changes that, offering a pricing structure that reflects ongoing collaboration, flexibility, and transformative results that we work together to acheive.

we offer 3 subscription plans…

Plan 1:

Basic Membership

Entry-level plan for individuals and business owners looking to build a relationship with a trusted advisor.

Included:

  • Annual preparation of 1 Personal Income Tax Return
  • Access to schedule Exclusive Subscriber Meetings
  • Tax Information Authorization designee service via IRS.gov

Plan 2:

Business Essentials

Streamlined bookkeeping, payroll and tax services for small businesses with up to $795,000 in annual revenue.

Included:

  • All benefits of Basic Membership
  • Monthly Bookkeeping in QuickBooks Online
  • Weekly Payroll Assistance in QuickBooks Online
  • Annual preparation of 1 Business Income Tax Return

Plan 3:

Unlimited Solutions

Comprehensive accounting, reporting and support for businesses with up to $10 million in annual revenue.

Included:

  • All benefits of Basic Membership and Business Essentials
  • A dedicated member of our team to act as an extension of your team
  • Almost anything you can imagine, as long as we are capable of doing it well

…with 3 pricing options

Option 1:

Standard Pricing

For the most cost savings.


Basic Membership


$100 per month

billed annually


Business Add-on


+ $100 per week

billed annually


Business Essentials


$533.33 per month

billed annually

or

$123.08 per week

billed annually


Option 2:

Flex Pricing

For convenience and flexibility


Basic Membership


$117 per month

billed monthly


Business Add-on


+ $126 per week

billed monthly or weekly


Business Essentials 

=

$663 per month

billed monthly
or
$153 per week

billed weekly

Option 3:

Custom Pricing

For alignment with your goals and unique needs  


Unlimited Solutions


fixed weekly price

1-6% of annual revenue

Which Plan is Right for You?

Our subscription model ensures that your pricing is aligned with the ongoing value and results we deliver.

Select the plan that fits your needs, whether you're just starting out or scaling to new heights.

Pricing Table Popup

Additional details about our pricing model:

Business Add-on not available standalone. Business Add-on combined with Basic Membership becomes Business Essentials. Billed annually, Business Essentials is $6400 ($1200 for Basic Membership plus $5200 for Business Add-on). At standard pricing, added monthly cost for Business Add-on is $433.33 per month. At flex pricing, added monthly cost for Business Add-on is $546 per month. Weekly pricing not available for Basic Membership. Weekly equivalent of $117 per month Basic Membership flex price is $27 per week.

Making a Positive Impact

Your subscription doesn't just support your business—it helps create positive change. We've recently integrated a unique giving system that will trigger contributions to worthy causes, such as reducing food waste and providing meals to those in need, based on key moments and milestones in our work together. Whether it's through a successful transaction, a meaningful conversation, or a significant outcome, every step you take with us will help make a difference. Stay tuned for how your progess will create a lasting impact!

Impacts we have created to date:

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