Know exactly what you'll pay before we ever talk. Fixed fees, quoted up front, never hourly. Monthly services are month-to-month and annual plans can be billed monthly.
$1,000/month
$250k–$1M revenue, one entity, simple payroll
$2,500/month
$1M–$3M revenue, multiple revenue streams, staff and contractors
$4,500+/month
$3M–$10M revenue, lenders or investors, multiple entities
Setup is quoted after a Clarity Call based on the state of your books, and waived when bundled with a Tax Strategy plan.
Individual · Form 1040
$750+
Including Schedules C, D and E. Final fee depends on complexity.
Business · 1120-S, 1065, 1120
$1,500+
Plus K-1s and state returns as needed.
Our guarantee
If you don't feel a clear improvement in clarity and control within 90 days, your last month's fee is refunded in full.
Across the market in 2026, light founder-facing CFO engagements typically run $2,500–$4,000 a month and standard engagements $4,000–$8,000. Our CFO Partner tier starts at $4,500 a month and includes controller-level close, forecasting, lender and investor reporting and quarterly tax planning.
Our Investor Books service is $600 a month for up to 5 properties and 2 entities, which covers about 100 transactions a month, plus $75 a month for each additional property. Investors who don't need monthly reporting can choose quarterly books at $1,650 a quarter. Bundled with a Growth tax strategy plan, it comes to about $1,100 a month.
Yes, through one-time and annual services rather than a monthly retainer. Smaller businesses usually get the most value from tax preparation, the Foundation tax plan or a Clarity Diagnostic. When revenue grows past about $250,000, monthly support starts to pay for itself.
Yes. Individual returns (Form 1040) start at $750 and business returns (1120-S, 1065, 1120) start at $1,500. The final fee depends on complexity, such as the number of schedules, rental properties or states. You can hire us for a return on its own or alongside a tax plan or monthly engagement.
No. Every engagement has a fixed fee quoted up front. Monthly services are month-to-month, and tax strategy plans are annual and can be billed monthly.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
