You'll know exactly what the engagement costs before any work begins — and the fee won't change because you sent an email in July.
Foundation
For early-stage Austin businesses & small nonprofits.
Solopreneurs, new entities, and small mission-driven organizations needing clean books, organized financials, and a wise voice from day one.
Included
Partnership
For established Austin organizations ready for proactive guidance.
Owner-operators and nonprofit leaders who want monthly accounting, proactive tax planning, and a real quarterly advisory rhythm.
Included
Advisory
For growing organizations that want it all handled.
Established businesses and larger nonprofits with team, complexity, or multiple entities looking for a true outsourced finance partner.
Included
Final fees are confirmed in writing after a short discovery conversation. Complex engagements (multi-state, prior-year cleanup, multi-entity) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat fees do the opposite.
Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30-minute call helps you make a wiser decision, that's the point.
What matters isn't how long the work takes. It's that your organization is organized, your taxes are optimized, and you have someone wise to call.
Pricing only changes when your organization meaningfully changes — a new entity, a new revenue tier, a major shift. Otherwise, it doesn't.
Accounting, tax, payroll, advisory, and personal returns bundled. No separate bills, no piecing things together across providers.
A short conversation, a look at where the organization stands, and a written engagement scoped to fit. No pressure.
