Cash clarity for owners

Pricing

Monthly packages. Clear scope.

We keep things simple with packages that include useful monthly bookkeeping, business and personal tax preparation, and Profit First system support.

Tier 1

Starting at $350 / month

For businesses with less than $150k annual revenue.

Tier 2

Starting at $450 / month

For businesses with $150k to $300k annual revenue.

Tier 3

1.6% of projected revenue

For businesses with over $300k annual revenue.

Onboarding

Every engagement begins with a $2,500 onboarding process, which includes 4-6 meetings with our Senior Advisors to set you up for long-term success.

  • Build your financial model
  • Review your business plan
  • Forecast revenue, expenses, and profit
  • Review tax compliance
  • Project tax liabilities and design tax strategies
  • Design, set up, and train you on the Profit First system

Let's talk

Ready for cleaner books and calmer cash flow?

Your first consultation is free. We will talk through your current setup, your pressure points, and whether CPA Web Books is the right fit.

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  • Useful, current bookkeeping
  • Business and personal tax preparation
  • Profit First cash rhythm
  • Forecasting and owner-level guidance