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

$5,000

Core

Ideal for those only needing bookkeeping for their various entities

Starting at

$2,000/mo

  • Bank & Credit Card Reconciliation
  • Investment Accounting Reconciliation
  • Monthly Financial Statements
  • Entity Bookkeeping









Select

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

Starting at

$3,000/mo

  • Bank & Credit Card Reconciliation
  • Investment Accounting Reconciliation
  • Monthly Financial Statements
  • Entity Bookkeeping
  • Mail Management
  • Bill Payment & Expense Tracking
  • Personal Financial Reporting & Analysis
  • Payroll Services for household employees
  • Budgeting

plus

Ideal for those with alternative investments or many real estate holdings

Starting at

$4,000/mo

  • Bank & Credit Card Reconciliation
  • Investment Accounting Reconciliation
  • Monthly Financial Statements
  • Entity Bookkeeping
  • Mail Management
  • Bill Payment & Expense Tracking
  • Personal Financial Reporting & Analysis
  • Payroll Services for household employees
  • Budgeting
  • Subscription Document Preparation
  • Real Estate Management