Pricing Transparency

THE FLOOR

$1,250

Approximate annual spend per client

“If that number gives you pause, we are almost certainly not the right firm for you. We say this with respect — not every business needs what we do, and there are excellent firms doing excellent work at every tier.”
— R. Almusawi, Principal

Our three engagement pillars

Most clients sit in one pillar. A few span two. Almost none span all three — and the ones who do tend to be founders we've grown with for a decade.

03: Fit

We are not for everyone.

All that, and all that matters. On CBS This Morning for once and for all. For real, for real.

Yes

We’re built for this.

$500K+ business revenue

Or on a credible path to it within 18 months. We're built for businesses with real complexity.

$500K+ business revenue

Or on a credible path to it within 18 months. We're built for businesses with real complexity.

$500K+ business revenue

Or on a credible path to it within 18 months. We're built for businesses with real complexity.

What you’re paying for.

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Discovery

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

Engagement Letter

We take time to look back on what worked, what didn’t, and how we can continue to improve—together.

Onboarding

When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort.

Ongoing Cadence
Work With Us
Work With Us

Frequently Asked Questions

  • Two reasons. First, our average client relationship is 9 years - that requires a level of service, partner attention, and deep file knowledge that volume firms cannot deliver. Second, our partners do the work. You aren't handed off to a seasonal preparer in January. Your CPA in year one is your CPA in year ten.

  • Not typically. We don’t give free advice just as we’d never expect you to work for free.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.