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

Bookkeeping

Starter Plan

Small businesses that want clean, accurate bookkeeping that keeps you tax-ready and compliant.ate books without the extras. Get monthly bookkeeping that keeps you tax ready and compliant

  • Real-time visibility into your finances

  • Monthly P&L and balance sheet based on your bank and credit card activity

  • Year-end package for your tax preparer

  • Support from your dedicated US-based bookkeeping team in-app and over email and by scheduled call

Growth Plan

Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

  • Real-time visibility into your finances

  • Monthly P&L and balance sheet enriched with data from all your Faster monthly close with reports delivered on the 10th business day and systems

  • Faster monthly close with reports delivered on the 10th business day

  • Year-end package for your own tax preparer

  • Support from your dedicated US-based bookkeeping team in-app, email and over the phone

Custom Plan

Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with the services you need.

Custom plans can include:

Everything in Starter & Growth Plan

  • Income tax filings and tax planning

  • Payroll administration

  • Vendor payments

  • Sales tax management

  • Project Management

  • Stock administration

  • R&D tax credit

  • CFO advisory, financial planning, and fundraising support

  • Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers

Tax Advisory

Starter Plan

For small businesses in their first year spending less than $500k/year.

  • Free tax extension

  • Federal corporate income tax filing

  • State corporate income tax filing

Starts at $1,500 a year

Must be purchased with bookkeeping

Growth Plan

Best for startups and unprofitable C corps with no foreign subsidiaries.

  • Free tax extension

  • Federal corporate income tax filing

  • State corporate income tax filing

  • Up to 10 1099–NEC filings

  • Support from your dedicated team over email all year-round.

Starts at $3,500 a year

Must be purchased with bookkeeping

Standard Plan

Best for growing or profitable businesses of any entity type.

  • Free tax extension

  • Federal corporate income tax filing

  • State corporate income tax filing

  • Up to 25 1099–NEC filings

  • Support from your dedicated team over email all year-round.

Starts at $5,500 a year

Must be purchased with bookkeeping

CFO Advisory Services

Starter Plan

Your CFO analyzes business performance and extracts key insights

$1,750 a month

Growth Plan

Your CFO initiates strategic projects and becomes a catalyst for growth

$3,150 a month

Standard Plan

Your CFO becomes deeply integrated with your team to lead data-driven strategies

$5,250 a month

The Budget & Forecast Model for every plan includes

  • Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow

  • Budget vs actuals

  • Headcount & compensation plan

  • Scenario planning (base case, bear case, bull case)

  • Industry-specific KPI dashboard

Atlas Strategic Capital

Making growth easy for ambitious entrepreneurs.

Locations & Contact

San Diego | Seattle | Salt Lake City

Phone or SMS: (858) 544-6050

7533 S Center View Ct, West Jordan UT 84084

Copyright 2025 - Atlas Strategic Capital LLC, Series F Advisory Services