Simple, fixed monthly pricing for Billings businesses & families.
No hourly billing. No surprise invoices. Cancel any time. Pick the plan that fits, add tax return preparation when you need it, and know exactly what you'll pay before the month begins.
Bookkeeping
For owners who want clean, current books every month — without doing them yourself.
- Monthly reconciliations & categorization
- P&L, balance sheet & monthly report
- QuickBooks Online included
- Year-end books ready for tax filing
- Unlimited email & phone support
Payroll
For businesses with a team — payroll runs, filings, W-2s and 1099s, all handled.
- Unlimited pay runs & direct deposit
- Federal, state & local tax filings
- W-2s and 1099s at year end
- New-hire onboarding & PTO tracking
- Unlimited employee support
Complete
Most popularBookkeeping + payroll + year-round advisory. The true financial partner package.
- Everything in Bookkeeping & Payroll
- Proactive tax planning meetings
- Quarterly & annual performance reviews
- Discounted business & personal returns
- Priority response time
Every plan is month-to-month, includes unlimited support, and comes with a dedicated Enrolled Agent as your point of contact.
Compare every feature, side by side.
A checkmark means it's included in that plan. "Add-on" means we can do it, quoted separately. The Complete plan is where the reporting, advisory, and tax work all come together.
| Feature | Bookkeeping $300/mo | Payroll $300/mo | Complete $500/mo |
|---|---|---|---|
| Bookkeeping & Reporting | |||
| Monthly bookkeeping & reconciliations | |||
| Bank account reconciliations | |||
| Credit card reconciliations | |||
| Monthly financial statements (P&L, balance sheet) | |||
| Monthly financial performance report | View sample | ||
| Quarterly business performance review | View sample | ||
| Annual financial performance review | View sample | ||
| Custom financial reports | Add-on | ||
| KPI & profitability reporting | |||
| Cash flow analysis | |||
| Year-end books ready for tax filing | |||
| QuickBooks management | |||
| Cleanup of bookkeeping errors (in-scope) | |||
| Payroll | |||
| Payroll processing (unlimited pay runs) | |||
| Direct deposit payroll | |||
| Payroll tax payments | |||
| Quarterly payroll tax filings | |||
| Annual payroll tax filings | |||
| W-2 preparation & filing | |||
| 1099 preparation & filing | |||
| New employee onboarding | |||
| Employee payroll support | |||
| PTO & payroll record tracking | |||
| AP / AR / Operations | |||
| Accounts payable assistance | Add-on | ||
| Accounts receivable assistance | Add-on | ||
| Vendor payment assistance | Add-on | ||
| Check printing / writing | Add-on | Add-on | Add-on |
| Receipt & document organization | |||
| Sales tax support (if applicable) | Add-on | Add-on | |
| Tax & Advisory | |||
| Tax planning meetings | |||
| Year-round tax advice | |||
| Tax-saving recommendations | |||
| Business tax return preparation | Add-on | Add-on | Discounted |
| Personal tax return preparation | Add-on | Add-on | Discounted |
| IRS notice assistance | |||
| IRS correspondence support | |||
| Audit / IRS support | Add-on | Add-on | |
| Business strategy meetings | |||
| Business advisory services | |||
| CFO-level guidance | |||
| Budgeting assistance | |||
| Financial goal planning | |||
| Multi-entity support (if applicable) | Add-on | Add-on | Add-on |
| Client Experience | |||
| Dedicated Enrolled Agent | |||
| Dedicated point of contact / advisor | |||
| Secure client portal | |||
| Unlimited email support | |||
| Unlimited phone support | |||
| Unlimited accounting questions | |||
| Year-round support | |||
| Fixed monthly pricing | |||
| No hourly billing | |||
| Priority response time | Priority | ||
| Choose Bookkeeping | Choose Payroll | Choose Complete | |
Personal & business tax returns — starting at.
Every return is priced up front after a free 15-minute consult. Final price depends on complexity, forms required, and condition of your books. Monthly plan clients receive priority scheduling and a discount.
Personal returns (Form 1040)
- Simple W-2 returnStarting at $250
- Itemized deductions, dependents, creditsStarting at $300
- Self-employed / Schedule CStarting at $450
- Rental property (Schedule E)Starting at $350
- Additional state returnStarting at $75
Business returns
- Sole prop / single-member LLC (Schedule C)Starting at $450
- Partnership (Form 1065)Starting at $750
- S-Corporation (Form 1120-S)Starting at $850
- C-Corporation (Form 1120)Starting at $950
- Non-profit (Form 990)Starting at $600
- Bookkeeping cleanup before filingQuoted separately
Prices are starting points, not final quotes. Complexity, multi-state filings, and the condition of your bookkeeping affect the final number. We'll always confirm your price in writing before we begin.
Available when you need them.
Not every business needs everything. These are quoted separately so you're only paying for what you use.
- Sales tax filings
- 1099 project filing
- IRS / state notice response beyond routine
- Back-year bookkeeping cleanup
- Entity formation & S-corp election
- Advisory hours beyond your plan
- Multi-entity consolidation
- QuickBooks conversion (Desktop → Online)
Questions we hear a lot.
Still deciding? Call (406) 290-1214 or ask our AI assistant — happy to walk through what fits your business.
Ready to lock in your pricing?
Schedule a free 15-minute consult and we'll confirm your monthly plan or tax return quote in writing before any work begins.