The whole back office, handled together: monthly bookkeeping, your annual returns, and year-round CFO-level advice, on one fixed monthly price. For less than buying each piece separately, and from a team where they already talk to each other.




Most owners stitch together a bookkeeper, a once-a-year tax preparer, a payroll app, and nobody for advice. The expensive mistakes live in the seams. Here is what each way costs.
Each doing a slice, nobody owning the whole picture.
Books, tax, and advice on one plan, built to work together.
Bought in pieces from vendors who never talk, it adds up to more, and the expensive mistakes live in the seams between them. One team, one bill, and the numbers finally agree.
Pick the tier that fits your size and stage. Prices are monthly; the second figure is the prepaid annual rate. Payroll is a simple formula on top, never buried inside.
Prepay and save. Pay annually and the rate drops (Essential $795, Accelerate $1,295, Scale $2,695 a month equivalent). Payroll is added as a simple formula on top ($145 + $20 per employee), never hidden inside a tier. Cross-border families and businesses are quoted with the cross-border overlay.
Not cheaper than a one-time return, and not meant to be: the value is the whole back office handled together, for less than buying monthly books, an ongoing tax package, and advisory separately.
The whole back office on one team, for less than the pieces cost apart. The promises below hold for every tier and are written into your engagement.
Books, tax, and advice on one team and one bill, fixed monthly, for less than the pieces cost apart.
We learn your business and recommend the tier that fits, with the price quoted before anything starts.
We connect your books, pull prior returns, and set up the portal. One organizer, no repeating yourself.

Books closed, taxes on track, and an advisory cadence that matches your tier, every month.
As you scale, the plan steps up with you, from Essential through Executive, without changing firms.
Your books, your tax, and your advice all run through Yarik Yarosh, a CPA licensed in both the United States and Canada, not split across vendors who never compare notes. Because the same person sees all of it, the numbers agree, the advice already knows the tax, and there is one place to call when something comes up. Cross-border is handled in-house when you have it.
An owner was juggling a bookkeeper, a tax preparer, a payroll app, and nobody for advice. We folded it into one Accelerate plan, with everything finally talking to each other.
A business that had outgrown basic books moved to Scale and picked up Foundation CFO: a forecast, KPIs, and reporting a lender could read, without changing firms.
Because the same team kept the books and filed the return, year-end was a non-event: no scramble, no surprise bill, no re-explaining the business to a stranger.
Client engagements of the firm. Details anonymized.
"Having books, tax, and someone to actually call on one plan changed how I run the company. I stopped being the integration layer."

"One bill, one team, and the numbers finally agree. It costs less than the three vendors it replaced and it's a fraction of the headache."

"We grew into the CFO tier without switching firms. The forecast paid for the plan the first time it kept us out of a cash crunch."

Sample layout. Real client reviews drop straight into this section once collected.
A short call to find the tier that fits. We'll quote the price up front and tell you honestly if a single service is the better start.
Two quick steps, then pick a time. A short call with a CPA.