Ongoing CPA-Led Support, Priced to Match Your Business

Plan B CPA provides ongoing accounting, tax, and advisory services designed for established businesses. Because no two businesses are the same, pricing is based on scope, complexity, and level of support — not one-size-fits-all packages.

Our engagements are structured to deliver consistency, accountability, and proactive guidance throughout the year.

How Our Pricing Works

Pricing is determined based on factors such as:

  • Monthly transaction volume and complexity
  • Accrual accounting and reporting requirements
  • Tax planning and compliance needs
  • Advisory involvement and meeting cadence
  • Systems and integrations in use

Typical Investment Ranges

While final pricing is ustomized, most client engagements fall within the following monthly ranges:

Accounting & Financial Reporting

Starting at $750 / month

Includes ongoing accounting, reconciliation, accrual-basis reporting, and monthly financial statements.

Accounting + Tax Support

Typically $1,000–$1,500 / month

Includes accounting services plus tax compliance, quarterly planning, and year-round oversight.

Advisory/CFO Support

Starting at $1,500+ / month

Includes deeper financial analysis, forecasting, and regular CPA-led review meetings.

Final pricing is confirmed after a strategy call and review of your business needs.

What’s Included in Every Engagement

Regardless of scope, all engagements include:

  • CPA-led oversight
  • Clear scope and expectations
  • Ongoing support throughout the year
  • Secure, cloud-based collaboration
  • Proactive communication

Who Our Services Are Best For

Our pricing and engagement model is best suited for businesses that:

  • Want ongoing CPA-led support
  • Value accurate, accrual-based financials
  • Are ready to invest in professional accounting and advisory services

We are generally not the best fit for early-stage startups, one-time tax filings, or businesses seeking the lowest-cost option.

Da el siguiente paso hacia el éxito

Descubre cómo podemos ayudarte hoy!

¡Contáctanos!
Consulta gratuita

The Next Step

If you’re an established business seeking ongoing accounting, tax, and advisory support, the next step is to apply for a strategy call.

Programar una Llamada Estratégica
Conectemos

Estamos aquí para ayudarte

¿Necesitas ayuda con un proyecto o tienes alguna pregunta sobre nuestro trabajo? Aquí estamos para ayudarte.

    ¡Ponte en contacto hoy y da el primer paso hacia una gestión financiera sólida y exitosa!

    Alex Willson

    Founder & CEO