Choose the right plan for your firm.

Every firm’s needs are unique. Choose a dedicated accounting team, marketing that brings in new clients, or both, without paying for services you don’t need.

Pricing for CPA & accounting firms

Your books.
Your growth.

Hire a dedicated, full-time accountant to run your back office, or let our marketing team bring in the right clients. Pick one, or combine both.

Dedicated accounting team

Pick the right accountant.
Pay one simple monthly price.

Every plan is one dedicated, full-time professional working exclusively for your firm.

Junior Accountant

$1,500 / month

Full-time · dedicated to your firm

Ideal for day-to-day bookkeeping and accurate data entry.

Discuss Junior Accountant

WHAT’S INCLUDED

✓

Bachelor’s degree in Accounting and Finance

✓

2+ years of experience in accounting operations

✓

Proficient in QuickBooks Online, Xero & Excel

✓

Transaction categorization, bank reconciliations and financial reporting

✓

Adapts quickly to your workflows and processes

✓

Dedicated, full-time resource working exclusively for your firm

Senior Accountant

BEST CHOICE

$2,000 / month

Full-time · most chosen by CPA firms

Ideal for firms needing comprehensive accounting support.

Discuss Senior Accountant

WHAT’S INCLUDED

✓

Master’s degree in Accounting and Finance

✓

3+ years of professional accounting experience

✓

Proficient in QuickBooks Online, Xero & advanced Excel

✓

Accurate, on-time payroll processing

✓

Sales tax return preparation & filing, compliant with U.S. state requirements

✓

Federal payroll tax returns (941, 940), accurate and on time

✓

Month-end and year-end closing assistance

✓

Dedicated, full-time resource working as part of your team

Accounting Manager

$3,500 / month

Full-time · senior oversight

For firms seeking high-level financial expertise and strategic insight.

Discuss Accounting Manager

WHAT’S INCLUDED

✓

Qualified Chartered Accountant (CA)

✓

5+ years of professional accounting experience

✓

Budgeting & forecasting: detailed budgets and accurate financial projections

✓

Monthly / quarterly management accounting & reporting for informed decisions

✓

Personal & business U.S. federal and state tax returns, compliant and maximizing savings

✓

Advanced reconciliations & complex multi-entity bookkeeping

✓

Cash flow management and performance analysis

✓

Dedicated, full-time resource working seamlessly as part of your firm

Prices are per dedicated, full-time accountant, per month. Need more than one? Talk to us about building a team.

Looking to win more clients instead? See marketing plans ↓

Marketing for accounting firms

Smart marketing.
Steady growth.

A roadmap to your firm’s next stage of growth.

Starter Plan

$3,000 / 6 months

$500/month equivalent

For firms testing marketing strategies and building initial momentum.

Discuss Starter Plan

WHAT’S INCLUDED

✓

Targeted outreach to 2,400 local business owners

✓

200+ personalized emails per month to high-value prospects

✓

4 professional posts monthly to boost your business profile

✓

Monthly performance reports

✓

Consistent messaging that reinforces your professionalism

Growth Plan

BEST CHOICE

$9,000 / 6 months

$1,500/month equivalent

For firms ready to build a consistent pipeline and strengthen their online presence.

Discuss Growth Plan

WHAT’S INCLUDED

✓

Outreach to 4,800 local business owners

✓

1,200 targeted emails over 6 months

✓

Bi-weekly reporting & strategy reviews

✓

Smarter prospecting with tools that drive quality leads

✓

Enhanced messaging to boost engagement

Premium Plan

$21,000 / 12 months

$1,750/month equivalent

For firms aiming for long-term growth and market leadership.

Discuss Premium Plan

WHAT’S INCLUDED

✓

Massive outreach to 9,600 prospects

✓

3,000 strategic emails over 12 months

✓

Exclusive strategies using premium tools and data for the highest-quality leads

✓

Monthly strategy reviews & performance insights

✓

Referral & reputation builder campaigns

✓

Priority support and campaign optimization

✓

Advanced messaging for maximum engagement

Plan totals cover the stated term. Monthly figures show the equivalent cost per month.

Need accounting staff instead? See accounting team plans ↑

Let’s talk about your firm’s growth

Find the right plan for your firm.

Tell us about your workload and growth goals.
We’ll recommend the right plan for your firm.

Book a Call

Choose the right plan for your firm.

Your books.Your growth.

Pick the right accountant.Pay one simple monthly price.

Junior Accountant

Senior Accountant

Accounting Manager

Smart marketing.Steady growth.

Starter Plan

Growth Plan

Premium Plan

Find the right plan for your firm.

Your books.
Your growth.

Pick the right accountant.
Pay one simple monthly price.

Smart marketing.
Steady growth.