One Team. One Invoice. Complete Financial Clarity

Stop juggling separate bookkeepers, CPAs, and advisors.

Our integrated packages bundle monthly bookkeeping, tax preparation, and strategic advisory into one relationship—so you can focus on growing your business, not coordinating your back office
✅ CPA-led team. ✅ No long-term contracts. ✅ Transparent pricing.
Rated 4.9 / 5
Pricing

Choose Your Package

Match your business size to theright tier. Not sure? We'll help you choose.

Scale

$3,845
/month

100% tax deductible.

Best for: $3M-$5M revenue businesses with 6-10 team members

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Monthly bookkeeping
(up to 300 transactions)
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8 reconciled accounts
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Monthly financial statements (P&L, Balance Sheet, Cash flow)
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Books closed the the 10th of the following month
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Annual business tax return
(S-Corp/Partnership/LLC)
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Personal tax return
(owner + spouse + dependants)
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Quarterly estimated tax calculations
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1099 preparation
(up to 50 forms)
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Tax extension if needed
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IRS/state audit assistance
(up to 5 hours)
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Monthly strategy call (60 min)
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Multi-state tax filing
(up to 3 states)
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Email and phone support
(24 hour response)
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Quarterly tax and financial planning sessions
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Financial health dashboard
(15 metrics)
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Monthly financial insights
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Rolling 12-month cash flow forecast
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Budget vs actual variance analysis
Request a Call

Essential

$875
/month

100% tax deductible.

Best for: $250K-$1M revenue businesses with 1-2 team
members

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Monthly bookkeeping
(up to 100 transactions)
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4 reconciled accounts
Check - Elements Webflow Library - BRIX Templates
Monthly financial statements (P&L, Balance Sheet)
Check - Elements Webflow Library - BRIX Templates
Books closed the the 20th of the following month
Check - Elements Webflow Library - BRIX Templates
Annual business tax return
(S-Corp/Partnership/LLC)
Check - Elements Webflow Library - BRIX Templates
Personal tax return
(owner)
Check - Elements Webflow Library - BRIX Templates
Quarterly estimated tax calculations
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1099 preparation
(up to 5 forms)
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Tax extension if needed
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IRS/state notice response
(1 routine notice)
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Quarterly check-in call (15 min)
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Single-state tax filing
(up to 1 state)
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Email support
(2-3 days response)
Start Now

Scale

$3,495
/month

100% tax deductible.

Best for: $3M–$5M revenue businesses with 6-10 team members

Check - Elements Webflow Library - BRIX Templates
Monthly bookkeeping
(up to 300 transactions)
Check - Elements Webflow Library - BRIX Templates
8 reconciled accounts
Check - Elements Webflow Library - BRIX Templates
Monthly financial statements (P&L, Balance Sheet, Cash flow)
Check - Elements Webflow Library - BRIX Templates
Books closed the the 10th of the following month
Check - Elements Webflow Library - BRIX Templates
Annual business tax return
(S-Corp/Partnership/LLC)
Check - Elements Webflow Library - BRIX Templates
Personal tax return
(owner + spouse + dependants)
Check - Elements Webflow Library - BRIX Templates
Quarterly estimated tax calculations
Check - Elements Webflow Library - BRIX Templates
1099 preparation
(up to 50 forms)
Check - Elements Webflow Library - BRIX Templates
Tax extension if needed
Check - Elements Webflow Library - BRIX Templates
IRS/state audit assistance
(up to 5 hours)
Check - Elements Webflow Library - BRIX Templates
Monthly strategy call (60 min)
Check - Elements Webflow Library - BRIX Templates
Multi-state tax filing
(up to 3 states)
Check - Elements Webflow Library - BRIX Templates
Email and phone support
(24 hour response)
Check - Elements Webflow Library - BRIX Templates
Quarterly tax and financial planning sessions
Check - Elements Webflow Library - BRIX Templates
Financial health dashboard
(15 metrics)
Check - Elements Webflow Library - BRIX Templates
Monthly financial insights
Check - Elements Webflow Library - BRIX Templates
Rolling 12-month cash flow forecast
Check - Elements Webflow Library - BRIX Templates
Budget vs actual variance analysis
Request a Call

Essential

$795
/month

100% tax deductible.

Best for: $250K-$1M revenue businesses with 1-2 team
members

Check - Elements Webflow Library - BRIX Templates
Monthly bookkeeping
(up to 100 transactions)
Check - Elements Webflow Library - BRIX Templates
4 reconciled accounts
Check - Elements Webflow Library - BRIX Templates
Monthly financial statements (P&L, Balance Sheet)
Check - Elements Webflow Library - BRIX Templates
Books closed the the 20th of the following month
Check - Elements Webflow Library - BRIX Templates
Annual business tax return
(S-Corp/Partnership/LLC)
Check - Elements Webflow Library - BRIX Templates
Personal tax return
(owner)
Check - Elements Webflow Library - BRIX Templates
Quarterly estimated tax calculations
Check - Elements Webflow Library - BRIX Templates
1099 preparation
(up to 5 forms)
Check - Elements Webflow Library - BRIX Templates
Tax extension if needed
Check - Elements Webflow Library - BRIX Templates
IRS/state notice response
(1 routine notice)
Check - Elements Webflow Library - BRIX Templates
Quarterly check-in call (15 min)
Check - Elements Webflow Library - BRIX Templates
Single-state tax filing
(up to 1 state)
Check - Elements Webflow Library - BRIX Templates
Email support
(2-3 days response)
Start Now
OUTGROWING SCALE?

EXECUTIVE PARTNERSHIP
For Businesses $5M+

For a limited number of $5M–$20M businesses, we offer full-service financial partnership: dedicated CPA, strategic advisory, and priority access.    
No package constraints. No cookie-cutter service.    
Just your business and our team built around it.
From $5,995/month

Schedule Your Free Consultation

Trusted by Small Business Owners Who’ve Been Where You Are

Finally, Everything in One Place

"BeforeBlue Cloud, I had a bookkeeper, a separate CPA for taxes, and was trying tofigure out strategy myself. Now it's one team that actually talks to eachother. I get a single monthly invoice, and everyone is working from the samenumbers. Game changer for a business owner who doesn't have time to be themiddleman."

Marcus T.

E-commerce ($2.4M revenue), Growth Package

"The quarterly CFO sessions changed how I think about the business. Instead of just getting numbers, I'm getting insight, and because they're also doing my books and taxes, they catch things my old setup never would have. Worth every penny."

Jennifer L.

Marketing Agency ($1.8M revenue), Growth Package

"We used to spend the first week of every month just getting our books closed. With the Scale package and fast close, we're making decisions based on last month's actuals by the 5th. The monthly CFO calls keep us accountable on the metrics that matter."

David R.

Construction ($5.2M revenue), Scale Package

"I used to dread tax season. Between finding receipts, chasing down my bookkeeper for reports, and then handing it all to a separate CPA who had no context, it was chaos every April. With the Essential package, everything just flows. My books are always current, and when tax time comes, there's no scramble. For a business my size, it's exactly what I needed."

Sarah M.

Wellness Studio ($680K revenue), Essential Package

"The annual tax planning session alone saved us more than the cost of the entire package. They found a retirement plan strategy I'd never heard of that cut our tax bill by $18,000 in year one. And because they're doing our books every month, they actually understand our cash flow well enough to know what we can afford to contribute. My old CPA just filed returns, these guys actually plan."

Robert K.

Dental Practice ($2.1M revenue), Growth Package

"We were about to open a second location and had no idea if the numbers actually worked. The strategic project included in our Scale package was a full expansion feasibility analysis, break-even timeline, cash requirements, staffing model, everything. It changed how we structured the deal and probably saved us from a $200K mistake. That one project paid for two years of service."

Amanda & Chris P.

Restaurant Group ($4.8M revenue), Scale Package

"At our size, we needed more than a bookkeeper, we needed a financial partner who could sit across the table from our investors and speak intelligently about our numbers. The quarterly workshops are like having a fractional CFO without the $15K/month price tag. When our PE partner asked detailed questions about our unit economics, our Blue Cloud team had answers ready. That credibility is priceless."

Michael T.

Healthcare Services ($11M revenue), Executive Package

"As a consultant, I'm good at advising other businesses, terrible at running my own back office. I was doing my own books in spreadsheets, guessing at quarterly estimates, and hoping I wasn't making expensive mistakes. The Growth package took all of that off my plate. The quarterly CFO calls keep me honest about profitability by client, which completely changed how I price new engagements."

Kevin D.

Management Consulting ($1.4M revenue), Growth Package

"We bootstrapped for three years doing everything ourselves, QuickBooks, TurboTax, the whole DIY thing. When we finally hit $700K, I knew we needed help but was terrified of the cost. The Essential package was actually less than I expected, and the difference in quality is night and day. For the first time, I actually trust my numbers. I can see exactly where we're making money and where we're bleeding it."

Lisa & Tom H.

E-commerce (Home Goods, $720K revenue), Essential Package

"Job costing in construction is a nightmare if your bookkeeper doesn't understand the industry. Blue Cloud got it immediately, WIP reporting, retention receivables, all of it. The monthly CFO calls help us bid smarter because we actually know our true costs per job type now. We went from guessing on bids to having real data. Our margins are up 6 points since we started."

James R.

Commercial HVAC Contractor ($6.3M revenue), Scale Package
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Just need one service?
See standalone pricing:

From day-to-day bookkeeping to strategic financial leadership, our services are designed to take work off your plate, reduce stress, and help your business grow with confidence.

Ready to Simplify Your Finances?

Book a free 15-minute call. We'll help you pick the right package based on your business size, complexity, and goals.