One number for the month. One engagement for the year.
Three engagement tiers, each with a starting monthly retainer plus a separate January tax engagement. We scope the exact number with you on the first call — you know what you're paying before anything begins.
Delaware Setup
Clean books and first filings for newly formed Delaware corporations and LLCs — US-based or foreign-owned.
- ✓Accrual bookkeeping in your QBO
- ✓Bank reconciliation & monthly trial balance
- ✓Federal return (1120 / 1120-S)
- ✓Delaware state & franchise tax
- ✓Form 5472 for foreign-owned entities
Cross-Border Growth
A US company with a real operation abroad — the structure most US firms can't serve, and the one we were built for.
- Everything in Delaware Setup, plus:
- ✓Subsidiary financials → US GAAP
- ✓Full consolidation for tax & reporting
- ✓Form 5471 with NCTI schedules
- ✓FBAR (FinCEN 114) coordination
- ✓Monthly P&L, BS & cash flow pack
Diligence-Ready
The months when your numbers are the product — every schedule read by someone paid to find problems.
- Everything in Cross-Border Growth, plus:
- ✓Data room built & maintained
- ✓Vendor due diligence report
- ✓Working capital & QoE analysis
- ✓Cap table & equity docs review
- ✓Live support during investor Q&A
Two billing streams. Zero surprises.
Monthly retainer
Recurring work — bookkeeping, reconciliation, monthly reporting — billed on the 1st. A flat number, never an hourly clock.
January tax engagement
Annual work — federal & state returns, 5471/5472, FBAR — scoped and invoiced separately each January. No tax hours hidden in your monthly bill.
Flat, in writing
The number we quote on your first call is the number on your engagement letter. If scope changes, we tell you first — never silently.
Move up when ready
Tiers step up without re-onboarding: same team, same QuickBooks file, same history.
Not sure which plan fits? Let's figure it out together.
Tell us your stage and goals — we'll recommend the right tier and the number behind it on a single call.
One number for the month. One engagement for the year.
Three engagement tiers, each with a starting monthly retainer plus a separate January tax engagement. We scope the exact number with you on the first call — you know what you're paying before anything begins.
Delaware Setup
Clean books and first filings for newly formed Delaware corporations and LLCs — US-based or foreign-owned.
- ✓Accrual bookkeeping in your QBO
- ✓Bank reconciliation & monthly trial balance
- ✓Federal return (1120 / 1120-S)
- ✓Delaware state & franchise tax
- ✓Form 5472 for foreign-owned entities
Cross-Border Growth
A US company with a real operation abroad — the structure most US firms can't serve, and the one we were built for.
- Everything in Delaware Setup, plus:
- ✓Subsidiary financials → US GAAP
- ✓Full consolidation for tax & reporting
- ✓Form 5471 with NCTI schedules
- ✓FBAR (FinCEN 114) coordination
- ✓Monthly P&L, BS & cash flow pack
Diligence-Ready
The months when your numbers are the product — every schedule read by someone paid to find problems.
- Everything in Cross-Border Growth, plus:
- ✓Data room built & maintained
- ✓Vendor due diligence report
- ✓Working capital & QoE analysis
- ✓Cap table & equity docs review
- ✓Live support during investor Q&A
Two billing streams. Zero surprises.
Monthly retainer
Recurring work — bookkeeping, reconciliation, monthly reporting — billed on the 1st. A flat number, never an hourly clock.
January tax engagement
Annual work — federal & state returns, 5471/5472, FBAR — scoped and invoiced separately each January. No tax hours hidden in your monthly bill.
Flat, in writing
The number we quote on your first call is the number on your engagement letter. If scope changes, we tell you first — never silently.
Move up when ready
Tiers step up without re-onboarding: same team, same QuickBooks file, same history.
Not sure which plan fits? Let's figure it out together.
Tell us your stage and goals — we'll recommend the right tier and the number behind it on a single call.