Full monthly services.

Flat monthly fee.

Pricing Philosophy

We will only bill our clients using a flat monthly fee.  The fee is based on the agreed upon services and will only be adjusted annually or if the scope of the engagement changes.

This philosophy prevents surprise bills from high hourly fees, simplifies your budgeting, and avoids billing disputes.

Fees are setup to autodraft the 1st of each month for ease of administration.

Initial Discovery & Clean-Up

This service is required for all new clients.  The fee covers all of the time to clean-up old records, connect and optimize advisor relationships, and gain a deep understanding of the client’s needs both for the short and long term.

Starting at

2x monthly fee

Plan 1

Ideal for those only needing bookkeeping for their various entities

Starting at

$3,000/mo

  • Bill Pay
  • Mail Management
  • Personal Financial Statements
 
 
 
 
 
 
 

plan 2

Ideal for busy families looking to offload all their day to day administration

Starting at

$4,000/mo

  • Bill Pay
  • Mail Management
  • Personal Financial Statements
  • Subscription Documents

plan 3

Ideal for those with alternative investments or many real estate holdings

Starting at

$5,000/mo

  • Bill Pay
  • Mail Management
  • Personal Financial Statements
  • Subscription Documents
  • Household Payroll