Pricing
Fixed fees. No surprise invoices.
Simple fixed monthly plans, or build your own estimate below. Every engagement starts with a free discovery call and a written proposal.
Essentials
For freelancers and small businesses getting organised.$450/ monthBilled monthly, cancel with 30 days' notice
- Monthly bookkeeping & reconciliation
- Quarterly tax estimates
- Annual business tax return
- Email support, 2-day response
GrowthMost popular
For growing companies that need a proactive finance partner.$1,250/ monthBilled monthly, cancel with 30 days' notice
- Everything in Essentials
- Monthly management accounts
- Year-round tax planning
- Quarterly strategy review
- Dedicated senior advisor
Private Office
For founders and families with complex wealth.CustomScoped to your situation
- Tax, wealth & estate coordination
- Investment management
- Multi-entity & trust accounting
- Family office reporting
Fee estimator
Need something different? Build your own.
Pick the services you need and your business size to see an indicative monthly or annual fee. We confirm exact pricing after a short call.
Indicative pricingBuild your engagement
Services
Business size
Estimated fee$670/ month$8,040 per year
Bookkeeping & monthly close$450
Tax planning & filing$180
Extra transactions$40
Ready for a clearer financial picture?
Book a free 30-minute call with a senior advisor.