SERVICES & PRICING

Four disciplines.
One operating system for your finances.

Bookkeeping, taxation, payroll, and fractional CFO advisory — engineered to work together as a single back-office, with transparent fixed monthly pricing. Engage one service or the full stack. Every engagement is delivered remotely from our team in Fairfax, Virginia.

01

Bookkeeping

Real-time books reconciled against your bank, Stripe, and payroll. Monthly financial statements you can actually use.

  • Daily bank & credit card reconciliation
  • Accounts payable and receivable
  • Stripe payout matching
  • Monthly P&L, balance sheet, cash flow
  • QuickBooks Online setup or clean-up
  • 1099 contractor tracking
02

Tax Prep, Planning & Sales Tax

Proactive tax strategy executed through ProConnect. We minimize liability, file your sales tax, and keep you compliant in every state you operate in.

  • Federal and multi-state income tax filing
  • Sales tax registration, collection & filing
  • Quarterly estimated tax payments
  • S-Corp election & reasonable compensation
  • R&D credits and §174 capitalization
  • Nexus assessment & multi-state compliance
03

Payroll & HR

Run payroll without the headache. We handle setup, processing, contractor payments, and the HR compliance work that keeps you out of trouble.

  • Payroll setup & semi-monthly processing
  • W-2 employee and 1099 contractor management
  • New-hire onboarding & I-9 / W-4 collection
  • Benefits administration support
  • Workers' comp & state registrations
  • Year-end W-2 / 1099 filing
04

Fractional CFO Advisory

Financial leadership without the full-time cost. A senior finance partner who turns your numbers into strategic decisions for growth.

  • Cash flow forecasting & budgeting
  • Profitability analysis
  • Growth planning & scenario modeling
  • KPI tracking & financial dashboards
  • Monthly strategy & decision support
  • Owner compensation & pricing reviews
PRICING

Fixed-fee. No hourly billing.

Predictable monthly pricing so you know exactly what your back-office costs — every month, every quarter.

Essentials

$450/mo

For businesses with $100K–$500K in annual revenue.

  • Monthly bookkeeping in QuickBooks
  • Bank & credit card reconciliation
  • Stripe payout matching
  • Monthly P&L, balance sheet, cash flow
  • Sales tax filing add-on available
  • Email & WhatsApp support
Start with Essentials

Growth

Popular
$750/mo

For businesses with $500K–$2M in annual revenue.

  • Everything in Essentials
  • Accrual bookkeeping
  • Multi-entity / multi-state support
  • Sales tax registration & filing
  • Quarterly tax estimates
  • Priority response
Get Growth

Scale

Custom

For businesses with $2M+ in annual revenue. Built around your stack.

  • Everything in Growth
  • Dedicated lead advisor
  • Payroll & HR management
  • Custom KPI & board reporting
  • Multi-state nexus management
  • Call for a tailored quote
Call for a quote

CFO Advisory

Custom

Fractional CFO partnership for growing service businesses. Scoped to your stage.

  • Fractional CFO engagement
  • Cash flow forecasting & budgeting
  • Profitability & KPI reporting
  • Growth planning & decision support
  • Monthly strategy call
  • Call for a tailored quote
Call for a quote

Not sure which fits?

Most clients start with bookkeeping + tax, then layer in CFO advisory as they raise or scale. We'll map the right scope on a free 30-minute call.

Book a discovery call →