Fixed monthly fees. No meter running.
All plans include a named accountant, secure portal and unlimited email questions. Switch to annual billing to save 15%.
Essentials
Sole proprietors and single-member LLCs
Billed monthly · cancel anytime
- Monthly bookkeeping up to 150 transactions
- Federal & state income tax return
- Quarterly estimated-tax reminders
- Secure client portal & e-sign
- Email support, 1-day reply
Growth
Growing teams, S-corps and partnerships
Billed monthly · cancel anytime
- Bookkeeping up to 500 transactions
- Business + owner returns (1120-S / 1065 + 1040)
- Payroll for up to 10 employees
- Quarterly tax-planning call
- Sales-tax filings in 2 states
- Dedicated accountant
CFO
Established firms that need a finance partner
Billed monthly · cancel anytime
- Unlimited transactions & class tracking
- All business and owner returns
- Payroll up to 40 employees
- Monthly KPI dashboard & forecast
- Board-ready financials
- Partner on call for IRS notices
What would we charge you?
Move the sliders — the estimate updates as you go. Final quotes come after a free call.
Growth
- Base plan
- $590
- Extra transactions
- $0
- Extra payroll
- $0
- Estimated monthly
- $590
Every feature, side by side
| Feature | Essentials | Growth | CFO |
|---|---|---|---|
| Transactions / month | 150 | 500 | Unlimited |
| Business tax return | Schedule C | 1065 / 1120-S | All entities |
| Owner 1040 return | ✓ | ✓ | ✓ (2 owners) |
| Payroll employees | — | 10 | 40 |
| Planning calls | Annual | Quarterly | Monthly |
| KPI dashboard & forecast | — | — | ✓ |
| IRS notice response | Math errors | All notices | Full representation |
Before you ask
Do you work with clients outside Chicago?
Yes. About 70% of our clients are remote across 31 states. Everything runs through our secure portal, e-signatures and video calls.
What does “fixed monthly fee” really include?
Everything listed in your plan, including unlimited email questions. If your needs grow we agree a new fee in advance — you will never receive a surprise invoice.
Can you catch up years of unfiled returns?
Yes. We reconstruct books from bank statements, file prior-year returns and negotiate penalty abatement where it applies.
Hand us the shoebox.
Get back a clean set of books.
Tell us about your business and we’ll send a fixed monthly quote within one working day — no hourly surprises, ever.