Our Pricing

Choose the level of support that fits your needs. Our pricing is designed to be transparent, flexible, and tailored to individuals, families, and businesses at every stage.

Personal Tax & Financial Services

Starting at $150 – $750
- Individual Tax Returns
- Multi-State Returns
- Tax Planning
- IRS Assistance

Small Business Accounting Services

$250 – $1,500/month
- Bookkeeping
- Payroll
- Financial Statements
- Tax Support

Mid-Sized Business & Fractional CFO Support

$1,500 – $5,000+/month
- Financial Strategy
- Cash Flow Management
- Budgeting & Forecasting
- Executive Financial Reporting

SBA Loan & Business Plan Preparation

$1,500 – $7,500
- Business Plans
- Financial Projections
- SBA Loan Packages
- Lender Support

Additional & Support Services

Starting at $50
- ITIN Applications
- Notary & Apostille Services
- Certified Translations
- QuickBooks Setup & Training
- Business Credit Consulting

Looking for business accounting, payroll, CFO support, SBA loan preparation, or additional document services?

Explore all FinCompass services to find the right support for your needs.

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30 min
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