Pricing
Transparent pricing for the route ahead.
Financial support that grows with your business. Clear monthly pricing. No hourly billing. No surprise invoices.
Every plan includes a credentialed finance team, a secure client portal, and a 60-day notice cancellation policy.
Need something these plans don’t cover?
Custom pricing is available for complex entities, transactions, or specialized finance work: multi-entity consolidations, prior-period clean-up, a sale or acquisition on the horizon, or reporting your industry requires. Scoped after a short call, with a flat monthly number before you commit.
Beyond the plan
Scaling and add-ons
Scaling beyond your plan
Add-ons
Add-ons cover defined projects with a clear start and finish. We never charge extra for responsiveness or access.
Questions
Pricing, plainly
Are there setup fees?
Onboarding is included. Clean-up of prior periods is quoted separately if needed.
How does billing work?
Flat monthly fee, charged by card on the first of each month through Stripe.
Can I cancel?
Yes, with 60 days’ notice. No long-term lock-in.
What if I outgrow my plan?
Upgrade any time. We’ll tell you when we see it coming.
Do you replace my tax preparer?
No. We work alongside your tax advisor and make their job easier.
Do prices change?
Plans may adjust up to 5% annually. Existing clients are notified 60 days ahead.
Not sure which plan fits?
Start with where you are.
Download the free Three Layers guide and take the self-check inside, or talk to a navigator. Twenty minutes, your agenda.
No preparation needed. No obligation.