Pricing

One flat monthly fee.

Set by the size of your books and agreed before any work starts. No hourly billing and no surprise invoices.

Seed

Up to $75K in monthly expenses

from$449per month

Most common

$75K to $300K in monthly expenses

from$849per month

Above $300K in monthly expenses

Custom

Add when you need it

Each one is a fixed fee you see before you say yes.

Annual tax returns and filingsForm 1120, one state return, Delaware franchise tax and 1099s
from $1,750 a year
R&D tax creditThe study, Form 6765 and the payroll tax offset
from $1,500 a claim
Finance supportBudget, board reporting, diligence and audit preparation
from $1,500 a month
Catch-up bookkeepingEarlier periods brought up to date and reviewed
Quoted before we begin

On every plan

A named CPAOne accountant who knows your company and answers for your books.
A signature on every closeStatements go out reviewed and signed, every month.
A trail behind every entryThe source document, the reasoning and the reviewer, kept together.
Read-only connectionsWe read your bank and payroll data. We cannot move your money.
Your ledger stays yoursWe work in your accounting system. Leave any time and keep everything.
No hourly billingAsk as many questions as you like. The fee does not change.

FAQ

What decides which plan we are on?

Your average monthly expenses over the last three months. We check it once a year, not every month.

Is there a setup fee?

No. If earlier periods need catching up, we quote that work separately before we begin.

Are we locked into a contract?

No. Plans run month to month, and your books and documents stay with you if you leave.

What if our spending jumps mid-year?

Your fee stays where it is until the annual check. We tell you ahead of time if the next year will be different.

Tell us roughly what you spend each month and what you need. You will leave with a fixed fee.