Tax, books and CFO-level advice for growing businesses
Flat-fee packages for every stage, from your first $100K to $5M and beyond. One team handles your planning, bookkeeping and returns, so nothing falls between the cracks.
Built for owners who:
- Want the business set up correctly from day one
- Are tired of catching up on books at tax time
- Need monthly numbers they can actually use
- Want tax decisions planned before year-end
- Need CFO-level advice without a full-time hire
Your business grew. Your financial setup didn’t.
Many owners run on a patchwork: a bookkeeper here, a preparer there, and nobody looking at taxes until the year is over. As revenue grows, that gap gets more expensive.
Each package brings your planning, books and filings under one team, with more strategy added at every level.
Sound familiar?
- Your books are months behind when it’s time to file
- You’re not sure your entity or salary setup still makes sense
- Payroll and sales-tax notices show up without warning
- Big decisions get made without seeing the tax impact first
Start with your annual revenue
Each package is sized to a revenue range. Find yours below, then see what’s included.
| Your annual revenue | Start with | What changes at this level |
|---|---|---|
| Up to $100K | Launch | Set up the entity, books and tax accounts correctly |
| $100K–$500K | Build | Monthly bookkeeping and your business return are included |
| $500K–$1M | Accelerate | Higher transaction volume and more decision support |
| $1M–$2.5M | Elevate | Quarterly CFO strategy sessions and margin analysis |
| $2.5M–$5M | Elevate Plus | Monthly CFO meetings and custom financial modeling |
| $5M+ | Enterprise | Executive-level finance and multi-entity tax oversight |
Still unsure? Book a complimentary strategy session and we’ll recommend the right fit. No operating business? See our tax planning packages for individuals and investors.
Six packages, one team
Every package includes tax planning and your personal return. Each level adds bookkeeping volume, decision support and CFO-level strategy.
Start your business the right way
For founders working toward $100K
Annual payment is the best value
What’s included
- Business formation and tax setup review
- IRS and state compliance review
- Entity structure review
- Payroll and sales-tax guidance
- Mid-year tax planning session
- Year-end tax review session
- QuickBooks setup with a custom chart of accounts
- QuickBooks review and training (up to 3 hours)
- Audit-ready recordkeeping system
- 4 quarterly financial check-ins (30 min)
- Personal federal + up to 2 state returns
- IRS and state notice support
- Quick-question support, replies within 48 hours
Add bookkeeping for $1,899/year (about $158/month): up to 50 transactions/month, up to 3 bank and credit card accounts, quarterly close. Launch clients only. Bookkeeping on its own starts at $514/month.
Typically a fit for: annual revenue up to $100K.
Book a Launch strategy sessionClean books and a real tax plan
For businesses earning $100K–$500K
or $911/month for 12 months
Annual payment is the best value
Everything in Launch, plus
- Full-service bookkeeping, up to 150 transactions/month across up to 3 bank and credit card accounts
- Monthly financial statements
- 1 priority decision call
- Business federal + up to 2 state returns
Typically a fit for: annual revenue $100K–$500K.
Book a Build strategy sessionFinancial clarity for a growing team
For businesses earning $500K–$1M
or $1,431/month for 12 months
Annual payment is the best value
Everything in Build, plus
- Bookkeeping up to 350 transactions/month across up to 3 bank and credit card accounts
- 2 priority decision calls
- Advanced tax strategy for higher income
Typically a fit for: annual revenue $500K–$1M.
Book an Accelerate strategy sessionCFO-level strategy, quarterly
For businesses earning $1M–$2.5M
or $2,366/month for 12 months
Annual payment is the best value
Everything in Accelerate, plus
- Bookkeeping up to 700 transactions/month across up to 3 bank and credit card accounts
- 4 priority decision calls
- Quarterly CFO strategy sessions + performance report
- Profitability and margin analysis
- Exit, succession and retirement-plan guidance
- Cost segregation coordinated with our specialist partner
Typically a fit for: annual revenue $1M–$2.5M.
Book an Elevate strategy sessionMonthly financial leadership
For businesses earning $2.5M–$5M
or $3,641/month for 12 months
Annual payment is the best value
Everything in Elevate, plus
- Bookkeeping up to 900 transactions/month across up to 3 bank and credit card accounts
- 6 priority decision calls
- Monthly 1-hour CFO strategy meetings
- Monthly CFO performance report
- Custom financial analysis and modeling
Typically a fit for: annual revenue $2.5M–$5M.
Book an Elevate Plus strategy sessionExecutive finance without a full-time CFO
For businesses earning $5M+
Scope and price set after a strategy session
What’s included
- Quarterly business and personal tax planning + year-end review
- Monthly CFO strategy meetings
- Financial analysis and modeling for major decisions
- Bookkeeping up to 1,000 transactions/month across up to 3 bank and credit card accounts
- Review of estimated payments, franchise tax and filings
- Tax oversight across entities and states
- Payroll systems and contractor classification support
- Personal and business returns, plus K-1 coordination
- Exit and succession support through vetted specialists
Typically a fit for: annual revenue $5M+, multiple entities or divisions, often with an in-house controller or finance manager.
Schedule a private strategy sessionThree ways to pay
Pay once a year, in 3 installments, or monthly. Paying annually costs the least.
| Package | Annual (best value) | 3 installments | 12 monthly payments |
|---|---|---|---|
| Launch | $3,699 | 3 × $1,366 | — |
| Build | $8,699 | 3 × $3,266 | $911/mo |
| Accelerate | $13,699 | 3 × $5,166 | $1,431/mo |
| Elevate | $22,699 | 3 × $8,566 | $2,366/mo |
| Elevate Plus | $34,699 | 3 × $12,966 | $3,641/mo |
| Enterprise | From $74,899 | Custom schedule | |
One-time fees and terms
| Package | Onboarding fee | Credited back if onboarding is done in 90 days | Current-year return if you join after July 1 |
|---|---|---|---|
| Launch | $500 | $250 | Typically $1,000 |
| Build | $750 | $375 | Typically $1,800 |
| Accelerate | $1,500 | $750 | Typically $2,500 |
| Elevate | $2,000 | $1,000 | Typically $2,500 |
| Elevate Plus | $2,500 | $1,250 | Typically $2,500 |
| Enterprise | Set in your engagement | ||
Advisory work beyond your package is billed at $125/hour. Joining after July 1? Your package covers next year’s returns; the current-year return is billed separately at the amount above. Extra states or entities, unusually complex transactions and prior-period bookkeeping cleanup are quoted before work begins. Cost segregation studies are performed by our specialist partner.
Start with a $1,000 Tax-Saving Review
A one-time review of your situation with a written plan and estimated savings. If you choose a package within 30 days of your review meeting, the full $1,000 comes off your first payment.
Questions about our business packages
How do I choose the right package?
Start with your annual revenue in the table above, then book a strategy session. We confirm the fit after looking at your books, entities and goals.
Does the $1,000 Tax-Saving Review count toward a package?
Yes. If you sign up for any package within 30 days of your review meeting, the full $1,000 comes off your first payment. The credit can’t be combined with promotional pricing.
What counts as a transaction?
Each bank, card or payment-platform entry we categorize and reconcile. Bookkeeping covers up to 3 bank and credit card accounts in total. If your volume or accounts go above your package limit, we discuss options before any extra charge.
Are my tax returns included?
Every package includes your personal federal return and up to 2 state returns. Build and above also include your business federal return and up to 2 state returns.
What if I already have a bookkeeper or accountant?
We can work alongside them, though most clients move both the books and the returns to us so the plan, the books and the filings stay in line.
Can I pay in installments?
Yes. Each package can be paid annually or in 3 installments, and Build and above can also be paid monthly. Paying annually costs the least.
Will this lower my taxes?
It depends on your facts. We look for every legal opportunity that fits your business, but we can’t promise a specific result.
Do you work with businesses outside California?
Yes. We work with businesses virtually, and in person at our Castro Valley office.
What isn’t included?
A one-time onboarding fee applies (half is credited back when onboarding is finished within 90 days). If you join after July 1, the current-year return is billed separately. Extra states or entities, unusually complex transactions and prior-period bookkeeping cleanup are quoted before they begin, and other advisory work is $125/hour. Cost segregation studies are done by our specialist partner.
Ready to get your business on solid footing?
Book a complimentary strategy session and we’ll recommend the package that fits your stage.
Monday–Friday, 9 am–6 pm Pacific
Information on this page is general and is not tax advice for your situation. Package scope is confirmed in your engagement letter.