Pricing

Flat monthly plans. No hourly meter.

Pick a plan and know exactly what you’ll pay each month. Every plan is all-inclusive, billed monthly, and built to grow with you — no long-term contract, no surprise invoices.

Starter

Clean books and confident compliance — the essentials, done right.

$400/ month
Starting at · billed monthly
Choose Starter
What’s included
  • Federal & Louisiana business return, e-filed
  • Federal & state personal return (Schedule C or E)
  • Plain-English video recap of your return
  • Annual tax estimate so April holds no surprises
  • Quarterly review of your own bookkeeping
  • LLC annual report filing — fee included
  • Secure client portal & team messaging
Most chosen
Foundation

Done-for-you books plus proactive, year-round tax planning.

$800/ month
Starting at · billed monthly
Choose Foundation
Everything in Starter, plus
  • Full-service monthly bookkeeping, closed by the 10th
  • A dedicated team that knows your business
  • Year-round tax planning with a strategy session
  • Controller-level guidance when you need it
  • Payroll filing oversight
  • S-Corp strategy & reasonable-comp review
Growth

A fractional CFO in your corner, steering the big decisions.

$1,200/ month
Starting at · billed monthly
Talk to us about Growth
Everything in Foundation, plus
  • Custom KPI dashboard built around your goals
  • Monthly cash-flow, P&L & balance-sheet forecasts
  • Unlimited CFO access with quarterly reviews
  • Quarterly business advisory meetings
  • Tax-notice handling, start to finish
  • Mid-year & year-end planning deliverables

Final pricing is scoped to your business after a short call — these are typical starting points, not a ceiling.

Not sure which fits?

Match the plan to where you are.

Choose Starter if…

You mostly need your taxes and books handled correctly and on time, without the headache.

Choose Foundation if…

You’re growing and want done-for-you books plus a real, proactive tax plan — not just a once-a-year filing.

Choose Growth if…

You need CFO-level insight — forecasting, KPIs, and a partner to steer the decisions that move the needle.

In every plan

What you get no matter which you choose.

No long-term contract
Month-to-month. Stay because it works.
Cloud-first access
Your numbers, securely, from anywhere.
One-business-day replies
A real person, not a ticket queue.
A licensed CPA
Senior expertise on every account.
À la carte

Add what you need, when you need it.

Bolt any of these onto any plan — priced individually so you only pay for what fits.

Payroll processing
Sales tax returns
Property tax returns
Buy / sell due diligence
Accounting software setup
Payroll software setup
S-Corp election & setup
LLC & state account setup
Insurance audit support
Pricing questions

The fine print, in plain English.

Why do prices say “starting at”?
Every business is a little different, so we scope each plan to your actual needs after a short call. The numbers above are typical starting points — you’ll get a clear, fixed monthly quote before anything begins.
Is there a contract or long-term commitment?
No. Plans are month-to-month. We’d rather earn your business every month than lock you into a contract.
What if I’m between two plans?
We’ll right-size it. It’s common to start in one plan and add a service or step up as you grow — there’s no penalty for changing.
Can I add services later?
Absolutely — the à-la-carte add-ons above can be attached to any plan whenever you need them, at a transparent price.
Do I have to be local to Eunice or Lafayette?
No. We love our Acadiana neighbors, but our cloud-first setup means we serve clients throughout Louisiana and, for established engagements, most U.S. states.
Still deciding?

Let’s find the right number together.

Book a short strategy call and we’ll recommend a plan, scope your quote, and answer every pricing question — no pressure.

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