Simple, transparent pricing plans for Bookkeeping, Tax, and CFO Services

Monthly
Yearly
Monthly
Annually
Essential
Perfect for startups or solo founders who need organized books without the complexity.
$
169
/month
billed annually
Custom
< >
$
0
 in monthly expenses
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Monthly reconciliation
Basic financial statements
Quarterly reviews
Email support
Professional
Designed for teams with regular transactions and growing reporting needs.
$
499
/month
billed annually
Custom
< >
$
0
 in monthly expenses
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Everything in Essential
Weekly transaction processing
Comprehensive financial reports
Monthly financial analysis
Email + chat support
Business
Ideal for established businesses looking for deep insights and hands-on support.
Everything in Professional
Daily transaction processing
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Business Formation
Professional business setup for entrepreneurs and startups across the United States
$200+filing fees
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Entity Formation
EIN application and tax setup
Digital access to all formation documents
Custom
Perfect for startups or solo founders who need organized books without the complexity.
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Expert entity selection guidance
Operating agreement and bylaws creation
State filing and compliance setup and management
License research and application assistance
Essential
For newly incorporated startups and small business
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Professional
For unprofitable startups filing straightforward returns with no foreign subsidiaries
$2000/year
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Everything in Essential
Delaware Franchise tax filing
Up to 10 1099–NEC filings
Support from your dedicated team over email all year-round.
Tax credit identification and filing
State-level tax compliance (up to 3 states)
Priority email + chat support
Custom
For profitable startups and small businesses, with or without foreign subsidiaries
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Everything in Professional
CFO-level tax forecasting & dashboards
Multi-state and multi-entity tax compliance
Monthly proactive planning sessions
Dedicated tax advisor
Custom tax credit research & maximization
Full-service IRS and audit representation
White-glove support (phone, email, chat)
Essential
Your CFO analyzes business performance and extracts key insights
Professional
Your CFO initiates strategic projects and becomes a catalyst for growth
Custom
Your CFO becomes deeply integrated to lead data-driven strategies
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High growth businesses work with us at CPANow

What Our Clients Say

Real-Time Financial Visibility

"Their cloud bookkeeping setup gives me real-time visibility into my numbers. I check financials on my phone while I’m on the move—it’s a game-changer."
Andy D.
Founder, Flowspark

Startup Peace of Mind

"As a startup founder, I had no clue how to navigate taxes and financial planning. Their team handled everything seamlessly and gave me peace of mind to focus on growth. Best decision I made in year one!"
Cynthia Nadal
COO, PEER DATA

Beyond Bookkeeping

"They’re not just accountants—they’re financial strategists. Thanks to their fractional CFO services, we’ve identified growth opportunities and saved thousands in potential overspending."
Jue Tran
Owner, Tran Agency Group

Tax Time Made Easy

"Filing taxes used to be stressful and expensive. Now it's smooth, affordable, and I actually understand what’s happening. Their team explains everything in plain English."
Eddie W.
Owner, TW Global

Year-Round Support

"I used to only think about accounting at tax time. Now I have a team that checks in throughout the year and helps me plan ahead. It’s changed how I run my business."
Andy M.
Independent Consultant

Built for Small Business

"They get small business. From my first call, they tailored their advice to what I could realistically implement, not some big-corporation checklist."
Richie L.
COO, One Pulse Group

Trusted Partner

"They’re more than a service provider—they’re a trusted partner. I call them before making any big move in my business. They always bring clarity and insight."
Charles P.
Partner, ShareValue Ventures

Startup Scaling Partner

"As we scaled from 3 to 30 employees, their team helped us forecast cash flow, set KPIs, and prepare for funding. They’ve been with us every step of the way."
Nick F.
Co-Founder, B2B SaaS Company

Ready to Focus on Growing Your Business?

Let us handle the numbers while you build your dream. Get started with CPANow today.
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