Pricing
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Choose your level of clarity.
Every tier runs on the same Clarity System. The plan scales with the complexity and revenue of the business.
Clarity Starter
$350
/Month
For businesses under $8,000 / month in revenue
For service businesses, getting their foundation in place. Books current, buckets set, one page delivered every month.
Monthly bookkeeping — all transactions categorized
OGK bucket setup — built around your business
Clarity Monthly Report — one page, every month
QuickBooks reconciliation
Email support
Clarity Standard
$650
/Month
For businesses $8,000 – $25,000 / month in revenue
For growing businesses that need tax planning built in — not bolted on after the fact.
Everything in Starter
Quarterly tax planning sessions
Estimated tax calculations
Cash flow projections
Priority email + response within 24 hours
Annual price increase protection
Clarity Premium
$1100
/Month
For businesses $25,000 – $60,000 / month in revenue
For established businesses ready for strategic oversight — monthly calls, payroll, and annual filing included.
Everything in Standard
Monthly strategy call with advisor
Payroll oversight and reconciliation
Annual tax filing support
S-Corp election review (if applicable)
Priority phone + same-day response
Clarity Enterprise
Multi-Entity. Custom. Built for you.
For businesses bringing in over $60,000 a month or operating across multiple businesses. Pricing is based on your needs. Reach out and we’ll build something that fits.
Full Comparison
What's included at each tier.
Every plan runs the same Clarity System. The tier determines the depth of support.
Feature
Starter
Standard
Premium
Enterprise
Monthly Bookkeeping
✦
✦
✦
✦
OGK Bucket Setup
✦
✦
✦
✦
Clarity Monthly Report
✦
✦
✦
✦
QuickBooks Reconciliation
✦
✦
✦
✦
Quarterly Tax Planning
—
✦
✦
✦
Estimated Tax Calculations
—
✦
✦
✦
Cash Flow Projections
—
✦
✦
✦
Monthly Strategy Call
—
—
✦
✦
Payroll Oversight
—
—
✦
✦
Annual Tax Filing Support
—
—
✦
✦
S-Corp Election Review
—
—
✦
✦
White-Label / Multi-Entity
—
—
—
✦
Dedicated Advisor
—
—
—
✦
Support
Priority email (24hr)
Priority phone (same day)
Dedicated advisor
Tax Preparation
Tax filing, priced by complexity.
Personal returns and business filings priced based on what is actually involved, not a flat fee for every situation. Everything is handled clearly and correctly.
Starter
Starting at $150
Simple W-2 returns with no dependents
Federal + 1 state filing
Standard
Starting at $265
one-time filing fee
Multiple W-2s, dependents, or itemized deductions
Federal + state filing
Premium
Starting at $395
Self-employed, investor, or multi-state returns
Schedule C, 1099s, business filings
Final pricing is based on the complexity of the return. A free consultation is included before anything is started — so there are no surprises on cost before filing begins.
Not sure which plan fits?
Start with a free consultation. The right plan gets built around the business, not the other way around.