A clear scope, a fixed fee, and a monthly rhythm you can plan around
Our packages give you a transparent starting point. The exact scope and fee are confirmed in writing after we look at your file, so you pay only for the support your business actually needs.
From first call to a clean first close
Four steps, most of them on our side. You will know where you stand at every stage.
Initial consultation
A 20-minute conversation about your entity type, accounting software, transaction volume and what you need from your numbers.
Day 1 · freeScope assessment & written quote
Send last year's return and one month of statements. We review volume, bank feeds and reporting needs, then confirm the tier and the exact fee in writing.
Within 2 business daysOnboarding & cleanup
Chart of accounts review, bank feeds connected, portal access set up, and any backlog cleared as a separate fixed-fee project so the package starts clean.
Weeks 1–3Ongoing partnership
Recurring ledger maintenance, reports on a fixed date, filings tracked, and a named accountant who answers your questions.
Month to monthWhat happens between the 1st and the close date
Once onboarded, every month follows the same routine. You always know what we are doing and what we need from you.
- Days 1–5: Bank and card feeds pulled, transactions categorized, receipts and bills matched.
- Days 5–10: Reconciliations of every bank, card and payment gateway account. Open questions sent to you in one batch, not a trickle.
- Up to the close date: Adjusting entries, payroll and sales tax entries posted, trial balance validated, close checklist signed off.
- Close date: P&L, balance sheet and cash flow delivered by the 20th, 15th or 10th depending on your package.
- All month: Deadline tracking for estimated taxes, sales tax, payroll filings and annual reports.
Scope determination factors
When confirming your tier and fee, we look at:
- Monthly transaction volume (lines on bank and card statements)
- Number of bank, credit card and payment gateway accounts to reconcile
- Accounts receivable and payable volume
- Payroll headcount and contractor 1099 count
- Sales tax registrations and economic nexus exposure
- Number of entities, owners and states
- Any catch-up or historical cleanup required first
Transparent packages, confirmed against your actual file
A business with 50 monthly transactions and multi-state sales tax has completely different needs from one with 500 transactions and simple payroll. The package gives you the starting price. The written quote makes it exact.
Scope transparency
Every package publishes its line items and every add-on has a published price. There is nothing to discover on the invoice.
Scalable support
Move up a tier as volume grows, or down if your year turns out simpler. We tell you when you are over a limit rather than billing quietly.
Predictable operations
Flat monthly fees, no hourly surprises, and any add-on confirmed by email with the fee stated before work starts.
One accountant, one channel, one business day
- Named accountant who stays on your file and learns your business.
- Second reviewer on every tax return before it is filed.
- Response time of two business days on Core, one on Complete, same day on Advisory.
- US-hours overlap of four, six or a full working day depending on package, plus a US phone line.
- Scheduled reviews: quarterly call on Complete, a 60-minute management meeting every month on Advisory.
Your financial data stays protected
- Encrypted document portal and e-signature for every exchange. No tax documents by plain email.
- 256-bit encryption in transit and at rest for client data.
- Access limited to the accountants and reviewers working directly on your account, under binding NDAs.
- Read-only bank access through official feeds. We never hold your banking credentials.
- You own your data. A full export pack, including the software file and workpapers, whenever you ask.
Before you get started
What do you need from me to produce a quote?
How much of my time does onboarding take?
Do I have to switch accounting software?
What if my transaction volume changes?
Can I cancel?
Send us last year's return and one month of statements
We will come back with the tier that fits, the exact fee, and what the first ninety days look like. No charge for the scoping call.