Simplified pricing

Join other entrepreneurs who choose to grow their business with us. We have the advisory package that’s right for your business, and your budget.

Our firm offers upfront transparent pricing in a monthly subscription format. You’ll know what to expect, the benefits you are receiving, and the investment you are making. No surprises.

Choose your custom advisory package

Base Camp

Investment starts at $1,000/mo.

A starter package for Entrepreneurs in the $300k-$500k range that want the basics handled.

  • Quarterly Tax Projections - no surprise tax bills

  • Owner’s Compensation Allocation

  • Precision bookkeeping - clear monthly Balance Sheet + P&L

  • Business Entity Income Tax Return

  • Individual Income Tax Return

  • IRS notice shield - forward any tax notice, we handle it at no extra fee

  • 48-hr email replies - responses within 2 business day

Ascent

Investment starts at $1,600/mo.

Quarterly advisory for Entrepreneurs who want a clear cash-flow roadmap and proactive tax moves without full premium access.

  • Everything from Base Camp, PLUS

  • Interactive KPI dashboard & 12-month cash-flow forecast - refreshed every quarter

  • Quarterly 60-min strategy call - fine tune cash flow and neutralize tax liability

  • Full tax projection every quarter - retirement and entity strategies included

  • 24-hr email replies - priority support

Summit

Investment starts at $2,100/mo.

Monthly advisory for fast-growing Entrepreneurs who need real-time numbers and on-call guidance.

  • Everything from Ascent, PLUS

  • Interactive KPI dashboard & live 12-month cash flow forecast - updated every month

  • Monthly 60-min strategy call - optimize cash, pricing, hiring, and growth levers

  • Always-current tax model - “what-if” scenarios to slash your tax bill in advance

  • 24-hr replies + text access

Our plans are priced based on a number of factors unique to your business including complexity, value, and level of service provided. Book a discovery call with us to see if we’re a good fit as your strategic business partner.