Financial Clarity Predictable Pricing
We focus on delivering guaranteed outcomes, not counting hours. Find the strategic partnership that’s right for your growth.
Why Value-Based Pricing?
As specialists for small and medium businesses in the service and legal industries, we know your needs are unique. Hourly billing punishes efficiency and creates unpredictable costs. Our fixed monthly pricing is based on the **value** (clarity, compliance, and time savings) we deliver to your business, ensuring you always know what you’re paying for and what you’re getting in return: peace of mind and strategic support.
Our service options
At our CPA firm, we employ a value-based pricing model, ensuring that the cost of our services is directly aligned with the specific needs, scope, and complexity of your business. Unlike traditional firms that bill by the hour, we focus on the value and measurable benefit we deliver, such as increased efficiency and strategic clarity. After a thorough assessment of your financial structure and goals, we provide a clear, fixed price that reflects the total scope of the engagement, guaranteeing predictable costs and a strong return on your investment, regardless of the time it takes to achieve the optimal outcome for your business.
Foundation
Ideal for new or smaller businesses who need a reliable CPA partner to ensure foundational compliance is handled accurately and efficiently.
Core Compliance: Monthly Bookkeeping & Financial Reporting
Direct CPA Access for Quick Questions
Bookkeeping & Transaction Recording
Growth
Designed for established businesses ready to move beyond basic reporting and use their financials for proactive, data-driven decisions.
Everything in Foundation, PLUS:
Quarterly Strategy Reviews
Management reporting
Cash Flow Forecasting & Budget vs. Actual Analysis
Performance Analysis
Partner
For firms requiring continuous, high-touch CPA involvement and a strategic financial mind at the executive planning table
Everything in Growth, PLUS:
Outsourced CFO/Controller Services
Operational Workflow Consulting
Financing & Capital Advising
Internal Control Review
Add Ons:
Trust Reconciliation
Accounts Receivable
Accounts Payable
Payroll Processing
Yearly 1099 filings