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Pricing that matches your facts, not a guess

Your cost depends on what we confirm from documents and practical bookkeeping facts. If details are missing or complexity is higher than expected, the scope can shift.

  • Transaction volume and source mix
  • How complete your documents are
  • How complex your structure and workflow are
Use the estimator See fee factors
Results vary by the facts we review. Final pricing is confirmed after document review and scope alignment.
SCOPE
Prepared and reviewed work, adjusted to your case
YOU SEND
Statements, receipts, and the records you already have
TIMELINE
We start after the document set and required info are ready
Prepared and reviewed
Clear handoff and documented decisions
Sole proprietor focus
Practical support for day-to-day needs
What you get from pricing
A complexity tier estimate, plus a short list of documents we need to finalize your scope.
Request an engagement review

Estimator: complexity tier

Answer a few questions to get a non-guaranteed complexity tier. Your final scope and fee depend on your documents and responsiveness.

1) Monthly transaction volume
2) Document completeness
3) Engagement type
See what affects cost
Results vary. This estimator is not a guaranteed quote. Complexity depends on your transaction patterns, how complete your documents are, and how quickly we can confirm details.
YOUR TIER
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Submit the estimator to see a non-guaranteed tier description.

Talk through your scope What you send vs what we deliver
Best fit
Solo proprietors who want clear deliverables and a predictable monthly cadence, with documents that become easier over time.

What affects cost

Pricing depends on how many transactions you process, how complex your situation is, and how complete your documents are when we start.

1

Transaction volume

More income and expenses usually means more data cleanup, categorization, and review time.

2

Complexity

Multiple accounts, unusual transactions, or tighter deadlines can increase the work required to prepare and review accurately.

3

Document completeness

When statements and primary documents are complete and organized, the timeline stays predictable. Missing details can add clarification cycles.

Typical fee ranges

Most sole proprietor engagements fall into a simple, standard, or more complex tier based on the items above.

  • If your files are consistently complete, you often land in the simple tier.
  • If you have higher volume or extra categories, expect a standard tier.
  • If your situation is complex or documentation needs extra follow-up, the tier moves higher.

Next step

Use the estimator to get your complexity tier

You will see a tier result, then you can confirm fit based on your documents and timeline.

Go to estimator Request pricing help

Results vary

Your final scope and fee can differ based on transaction volume, complexity, and document completeness. If we find missing details, we will explain what is needed before we confirm the tier.

Next step: request scoping

Send a short note and we’ll match your situation to a complexity tier, then confirm what we can prepare and review.

  • We clarify transaction volume, document completeness, and complexity.
  • We confirm deliverables as prepared and reviewed work.
  • Results vary by facts, but you’ll get a clear scope and timeline next.
Request scoping Call

Results vary based on the information you share and how complete your documents are.