We offer a premium, uncommon relationship strictly with business owners.
Each tier is built for a different stage of your business.
Pick the one that fits where you are today and grow from there.

Three ways to work with us.

SERVICES & PRICING

STARTING POINT

Pathway Clarity
Plan

For owners who want to stop worrying about their books and feel confident come tax time.

Starting at…

$ 1,000

/month

Peace
of Mind

BOOKKEEPING

  • Monthly transaction recording & categorization

  • Bank and credit card reconciliation

  • Monthly financial statements — P&L, balance sheet, cash flow statement

  • QuickBooks Online maintenance

  • Monthly meeting with your dedicated bookkeeping client manager

  • Year-end financial review for tax return prep

TAX

  • Annual tax return preparation

  • Tax return review meeting or video

  • Quarterly tax projection calls (Q2, Q3, Q4)

  • Quarterly estimated tax payment guidance

  • Foundational tax strategies:

    • Augusta Rule

    • Accountable Plan

    • Retirement Tax Advice

    • Basic Entity Structuring

    • S-Corp Reasonable Comp Planning

    • PTET Planning

  • Tax notice response & guidance

BOOK A DISCOVERY CALL

→ MOST POPULAR

Pathway Forward
Plan

For owners ready to stop reacting and start growing on purpose.

Starting at…

$2,000

/month

Built
to Grow

EVERYTHING IN THE CLARITY PLAN

  • All bookkeeping & tax compliance work

ADVANCED TAX STRATEGY

  • Advanced tax planning for complex situations such as real estate, multiple entities, equity events, holding companies, and more

  • Strategic implementation: we help you actually execute the strategies, not just identify them

STRATEGIC PLANNING

  • Target setting session — we work with you to clearly define your business goals

  • Monthly forecasting — see whether you’re on track or off track

  • Monthly scoreboard — your key numbers in a format you can actually use.

  • Monthly action items — what to do this month to keep growing.

  • Monthly planning session — we meet to talk strategy and set up next steps.

BOOK A DISCOVERY CALL

PREMIUM

Pathway Partnership Plan

For business owners whose needs have outgrown standard service tiers.

Starting at…

$4,000

Built
for You

/month

Pathway Partnership, is built around your business — not a fixed scope.

If your situation is complex, your needs are evolving, or you’ve outgrown a standard service tier, this is where we design something custom. For businesses with

  • Fractional CFO needs

  • Complex business entity scenarios

  • Sophisticated, high-volume bookkeeping support

Let’s start with a conversation.

LET'S TALK

All relationships begin with a $500 onboarding fee after the Engagement Agreement is signed.

→Payroll

We run your team's payroll — calculations, filings, and tax payments handled.

ADD TO ANY TIER

Optional add-on services.

Need something beyond your tier? Add any of these à la carte to your engagement.

→Bill pay

We pay your vendors on a schedule. You approve. We handle the rest.

→Ad Valorem Tax

We come along side you to help prepare your state business personal property tax returns.

→1099 issuance

Annual 1099 preparation and filing for your contractors.

→Audit response

If you receive a tax audit notice, we work with you to respond to the IRS or state.

Pricing for add-on services depends on scope. We’ll quote yours after our Discovery Call.

YOUR NEXT STEP

Not sure which tier is right?

Book a free 30-minute Discovery Call. We’ll talk about your business and
figure our together if we are a fit.
BOOK A DISCOVERY CALL