Pricing

We keep things simple with all-in-one packages that include:

  • Monthly bookkeeping

  • Business & personal tax returns

  • Profit First system support

No surprises, no hidden fees — just everything you need to keep your finances clear, compliant, and profitable.

Monthly Packages

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. Together we will:

  • Build your financial model

  • Review your business plan

  • Forecast revenue, expenses, and profit

  • Tax compliance review

  • Project tax liabilities & design tax strategies

  • Design, set up, and train you on the Profit First system

This ensures you have a clear path forward and a system that works from day one.