Plans and pricing
Three monthly plans, each built on the one below it. Start where you are, move up when you are ready.
Free 30-minute call. No pressure.
Simple monthly pricing
Every plan includes bookkeeping — and the Quarterly Check-In that comes with it: proactive planning, so you are never left wondering until next April.
Groundwork
Starting at $350/mo
- Monthly bookkeeping, done for you
- Reports you can actually read
- Quarterly Check-In, every quarter
Tax filing and advisory are not included at this level.
In Season
Starting at $625/mo
Everything in Groundwork, plus:
- Business and personal returns, prepared and filed
- Every filing deadline tracked for you
- Returns explained before anything is filed
Advisory is not included at this level.
Evergreen
Starting at $850/mo
Everything in the In Season plan, plus:
- Tax planning and advisory all year
- Big decisions talked through before you make them
Need one-off help instead — a single tax return or startup paperwork? Those are quoted individually. Ask on your discovery call.
“She offers so much value in every meeting we have.”
Hannah H. · HoffyCo LLC
Need one thing, not a monthly plan?
Some work stands on its own: an individual tax return, a business-only return, or startup paperwork for a company that is just getting going. Those are quoted individually, based on what your situation actually needs.
The easiest way to get a number is a discovery call — thirty minutes, no cost, and you leave with a clear quote either way.
Fair questions about the price
Why does it cost this much?
Because it replaces three separate things: a bookkeeper, a tax preparer, and an advisor who looks ahead — plus a standing meeting where someone explains your numbers to you. Bought separately, those cost more. Done by you at the kitchen table, they cost nights and weekends. And a plan is a fraction of what hiring for the role would run.
What does "starting at" mean?
The starting price covers a typical owner-operator business. If you have more accounts, more transactions, or more entities, the price reflects that. You get your exact number in writing before you sign anything, and it does not change without a conversation first.
My books are behind. Can I still start?
Yes. Catch-up work is quoted up front as a one-time project, so there are no surprises. Once the books are current, the monthly plan takes over.
Can I change plans as the business grows?
That is the idea. The plans stack — each one is built on the one below it — so moving up when you are ready for tax filing or year-round planning is a natural step, not a new relationship.
What clients say
Ready to know where your business stands?
A discovery call is thirty minutes on the phone about your business. No cost, no pressure, and no accounting jargon.