Core Plan
Core Plan: your accountant all year, not just in April
When tax season comes, it's already paid.
Why it exists
The three pains the Core Plan kills.
The annual shock
The surprise April tax bill disappears: your monthly subscription pre-pays tax prep throughout the year.
The accountant who shows up in March
Monthly close and a team that answers all year — not a preparer who only exists in season.
Books that fall behind
Bookkeeping is included, so the books never fall behind again.
Plans
Pick the pace your business needs.
Core Plan Basic
from
$449/mo
- Monthly bookkeeping
- Monthly close
- Annual tax prep, pre-paid
Most popular
Core Plan Growth
from
$799/mo
- Everything in Basic
- Quarterly projections
- Financial dashboard
Core Plan CFO
from
$1,999/mo
- Everything in Growth
- Fractional CFO
- Bankability preparation
"From" prices reflect low-complexity cases — your exact quote depends on your volume and structure.
Let's talk about your numbers
A 30-minute consultation to understand where you are and where you want to go. No cost, no obligation.
Leave the call with a 1-page action plan — whether or not we work together.