Pricing & Packages

Flexible Advisory Packages for Forward-Thinking Businesses

Choose the right level of guidance—each tier builds upon the previous, designed for business owners and executive teams ready for growth.

Compliance Essentials

$995

Get foundational financial and operational compliance guidance, designed to keep your business on solid ground.

    • Annual IRS filing and requirements overview
    • Guidance on state compliance for your entity
    • Advice on accounting software and bookkeeping
    • Annual tax filing and CPA coordination
    • Internal finance and accounting process review
    • Employees & contractors: HR requirements
    • Annual budgeting basics and financial management
    • Overview: operations and financial planning
    • Owner responsibilities & resources (CPA, attorney, HR)
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1099 Compliance

$1,295

Streamline your year-end 1099s and vendor reporting, with process oversight and hands-on support for accuracy.

    • Everything in Compliance Essentials, plus:
    • Annual 1099 vendor list preparation
    • Vendor transaction review & reporting
    • W-9 updates and management
    • Reconciliation and final 1099 spreadsheet generation
    • Third-party AP system (if applicable) population
    • On-time 1099 form delivery before IRS deadlines
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Annual Budget Planning

$395

Plan for the future with expert budgeting, P&L review, and granular projections of revenue, COGS, and departmental expenses.

    • Everything in 1099 Compliance & Reporting, plus:
    • Detailed year-end P&L & balance sheet prep
    • Current year monthly financial analysis
    • Multi-step meetings for budgeting process
    • Custom budget plan for next year
    • Revenue, COGS, departmental expense projections
    • Unit economics reporting
    • Ongoing review meetings for accurate implementation
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Quarterly Performance Review

$795

Quarterly checkups to ensure financial health and drive business insight—supporting proactive leadership decisions.

    • Everything in Annual Budget Planning, plus:
    • Quarterly and annual P&L & balance sheet review
    • One-page analysis & recommendations
    • Presentation and discussion meetings
    • Continuous action and review cycles
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AI Governance & Transformation

$1,495

Lead your organization through the complexities of AI, from readiness assessment to implementation and risk management.

    • Everything in Quarterly Performance Review, plus:
    • AI readiness assessment & outcome planning
    • Internal team alignment & audit scoping
    • Company-wide AI inventory
    • Technical & human element assessments
    • AI process, governance, & compliance frameworks
    • Risk, mitigation, and security evaluation
    • Ethical, regulatory, and training support
    • Full-service pilot, review, and policy optimization
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Let us help you with your financial statement preparation today.