Outsourced Finance, HR and Tax services

Flexible Packages for Every Stage of Growth

Every business is different, and your needs change as you grow. That is why our pricing is designed to scale with you. Whether you are just starting out or expanding fast, we offer flexible options to ensure you always have the right support.

Starter

Starting around $695 per month

For established and growth-minded businesses.

Key Features:

Dedicated experienced Bookkeeper
GL Management
Bank and CC Reconciliation
AP Management
Monthly GAAP close

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Pro

Custom pricing

Advanced support for complex, dynamic companies.

Key Features:

Includes everything in Starter package
Dedicated Experience Controller and/or CFO
AR: Client Invoicing and Revenue Recognition
Budget v Actuals Reporting
Board Deck Presentation
Financial Modeling
Consolidated Reporting
Audit Support
Grat Reporting
Tax Planning Fundraising Support

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Starter

Starting at $395 per month

For growth-minded businesses who need to establish and scale their Payroll

Key Features:

Tax compliance
Employee payroll updates
Payroll processing
Payroll setup
Payroll state registration (Per state charge applies)

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Pro

Starting at $895 per month

For growth minded business who need to scale their Payroll and HR support, augment their current staff with project experts, or completely outsource their HR and Payroll operations.

Key Features:

Includes everything in the payroll package plus dedicated HRBP partnership and services
HR compliance, risk mitigation and best practices
Company policies
Employee onboarding and offboarding
Employee relations and support
Benefits set up and administration

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Starter

Starting around $3,400 per year

For businesses just getting started who are looking to get a handle on their compliance calendar

Key Features:

Includes Federal + 1 State Income Return
R&D Tax Credit
Complimentary 30-minute Tax Consultation with Tax Director
- Tax Planning/Optimization
- QSBS Review
- Compliance Calendar

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Pro

Custom pricing

For scaling business with multi-state and/or international footprint.

Key Features:

Everything Included in Starter
Foreign Disclosures
State Registrations and Filings
Sales and Use Tax (Nexus Review, Registration, and Filing)
Tax Provisioning and Pre-Payments
Tax PLanning

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