You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an extra email in July.
Essentials
For solo owners and individuals getting organized.
Independent contractors, solopreneurs, and individuals who want clean books and friendly tax support — without the overwhelm.
Included
Not included
Growing Business
For California small businesses ready for full support.
Owner-led businesses that want bookkeeping, payroll, and tax all handled by one friendly team — with proactive planning along the way.
Included
Not included
Consulting+
For established businesses that want a true financial partner.
Multi-entity owners and growing California businesses that want business consulting, deeper planning, and high-touch year-round guidance.
Included
Final fees are confirmed in writing after a short free consultation. Pricing reflects a typical engagement; complex situations (multi-state, prior-year cleanup, multiple entities) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly pricing does the opposite — and keeps things calm.
Before any work begins, you'll know exactly what you're paying — in writing. No hourly meters, no surprise invoices. If a 30-minute call helps you make a better decision, that's the whole point.
What matters isn't how long the work takes. It's that your books are clean, your taxes are accurate, and you have someone to call when something comes up. The fee reflects the outcome.
Pricing only changes when your business meaningfully changes — a new entity, a new revenue tier, more employees on payroll. Otherwise, what you pay this year is what you pay next year.
Bookkeeping, tax, payroll, and consulting bundled together. No separate bills, no piecing things together across providers.
A short, free consultation, a clear look at where you stand, and a flat monthly number — in writing. No pressure.