Pricing
Solutions for Every Business!
Simple, Clear Pricing
Designed for Texas Professionals and Small Businesses
We know every business is different — but every business needs reliable financial support. Whether you’re just getting started or managing millions in revenue, we offer transparent monthly plans that scale with you.
Bookkeeper
$550 / month
Perfect for small businesses that need quarterly reporting and peace of mind.
- ✅ Quarterly Transaction Categorization
- ✅ Quarterly Account Reconciliation
- ✅ Quarterly Profit & Loss Statement
- ✅ Quarterly Balance Sheet Statement
- ✅ Quartery Cash Flow Statement
- ✅ Quarterly Federal Income Tax Estimation
- ✅ Annual Strategic Planning Discussion
- ✅ 72-Hour Email Response Time
- ✅ $600 One-Time Set-Up Fee
- ✅ 12 Month Commitment
- ➕ Payroll: $150/month + $25 per employee
- ➕ Individual Tax Returns Starting at $250
- ➕ Business Tax Returns Starting at $750
- ➕ LLC Formation: $200 + Government Fees
Accountant
$750 / month
Ideal for growing businesses needing monthly reports, insights, and faster support.
- ✅ Monthly Transaction Categorization
- ✅ Monthly Account Reconciliation
- ✅ Monthly Profit & Loss Statement
- ✅ Monthly Balance Sheet Statement
- ✅ Monthly Cash Flow Statement
- ✅ Quarterly Federal Income Tax Estimation
- ✅ Gross Margin Tracking & Reporting
- ✅ Quarterly Strategic Planning Discussion
- ✅ 48-Hour Email Response Time
- ✅ $800 One-Time Set-Up Fee
- ✅ No Contract – 90 Day Notice Period
- ➕ Payroll: $150/month + $25 per employee
- ➕ Individual Tax Returns Starting at $250
- ➕ Business Tax Returns Starting at $750
- ➕ LLC Formation: $200 + Government Fees
CFO
$1,250 / month
Best for scaling businesses that need full support and financial leadership.
- ✅ Weekly Transaction
- ✅ Weekly Account Reconciliation
- ✅ Monthly Profit & Loss Statement
- ✅ Monthly Balance Sheet Statement
- ✅ Monthly Cash Flow Statement
- ✅ Accounts Payable Management
- ✅ Accounts Receivable Management
- ✅ Quarterly Federal Income Tax Estimation
- ✅ Gross Margin Tracking & Reporting
- ✅ Annual Budget Creation
- ✅ Proactive Tax Planning
- ✅ Monthly Strategic Planning Discussion
- ✅ 24-Hour Email Response Time
- ✅ IRS Notice & Audit Support – 10 Hours /Yr
- ✅ $1,300 Set-Up Fee
- ✅ No Contract – Cancel Anytime
- ➕ Payroll: $150/month + $25 per employee
- ➕ Individual Tax Returns Starting at $250
- ➕ Business Tax Returns Starting at $750
- ➕ LLC Formation: $200 + Government Fees
Want to See How Our Support Works?
Book a free 30-minute call and get a personalized recommendation based on your current needs and goals. No pressure — just honest advice.
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FAQ
What type of business do you normally work with?
We work with all types of business whether they are in their early start-up phase or have been in business for multiple decades.
What is your average client size?
Most of our clients are established businesses that have Annual Revenues anywhere between $0 – $3M. Our average client has annual revenues around $1M.
Do you Work with Individuals or Business Only?
We work with both. Majority of our individual clients have a full-time W2 Job along with a small side business such as rental property income.
What sets you apart from other CPA Firms?
We respond to your email within 24 – 72 hours!
Do you serve other industries not llisted on your website?
Yes! Although our primary focus is on the Healthcare, Construction, Real-Estate and Retail sectors, we often times are able to assist business accross other industries.
Does Your Pricing Vary Depending on the Size and Industry of the Business
Yes! The pricing table published on our website is the average price for most of our clients.
However, every business has it’s set of unique challenges and our pricing may vary in accordance with those challenges.
Do you have a physical office?
We are a fully virtual and paperless office. All of our consultations are handled via Zoom Video Conferencing.
All documents are submitted to us electronically via an ultra-secure, file shairng, IRS Compliant platform capable of handling sensitive documents.
What is your average turn around time to complete a project?
Bookkeeping clients on a monthly retainer typically receive their set of financial statements anywhere between 10 – 15 days after the close of the month.
Bookkeeping Clean-Up projects and Tax Returns with unique circumstances can typically range anywhere from 15 – 180 days depending on the size and the complexity of the project.
While meeting IRS and other government imposed deadlines is important, our focus is on accuracy – not on speed.