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Services — A PRO Advisors
Services

Start where you are. We'll be ready for where you're going.

Three engagement levels, one flat monthly retainer for the recurring work, and a separate annual engagement for tax season — so you always know exactly what you're paying, and for what.

01
You just incorporated

Delaware Setup

Do it right from month one. For newly formed Delaware corporations and LLCs — US-based or foreign-owned — that need clean books and their first filings handled without drama.

From $250/month + annual tax engagement from $1,500
Included, monthly
  • ✓Accrual bookkeeping in your QuickBooks Online
  • ✓Bank reconciliation
  • ✓Monthly trial balance and P&L
Included, annually (separate January engagement)
  • ✓Federal return (1120 / 1120-S)
  • ✓Delaware state return & franchise tax coordination
  • ✓Form 5472 for foreign-owned entities
02
Operating across borders · Most popular

Cross-Border Growth

A US company with a real operation abroad. Both sides, one team. For Delaware companies with an operating subsidiary in Morocco or elsewhere — the structure most US firms can't serve, and the one we were built for.

From $650/month + annual tax engagement from $3,000
Everything in Delaware Setup, plus
  • ✓Subsidiary financials converted to US GAAP (we read them in the original — French, Arabic, or English)
  • ✓Full consolidation for tax and reporting
  • ✓Form 5471 with the new NCTI schedules
  • ✓FBAR (FinCEN 114) coordination
  • ✓Monthly P&L, balance sheet, and cash flow pack
03
Raising, or being bought

Diligence-Ready

The months when your numbers are the product. For funded companies heading into a round, a sale process, or serious investor scrutiny — when every schedule will be read by someone whose job is to find problems.

Retainer + engagement pricing — built around your timeline
Everything in Cross-Border Growth, plus
  • ✓Data room preparation and maintenance
  • ✓Vendor due diligence report (see Due Diligence)
  • ✓Working capital and quality-of-earnings analysis
  • ✓Cap table and equity documentation review
  • ✓Direct support during investor Q&A

Audit-ready financials and assurance coordination available on every tier. 409A coordination delivered through certified valuation partners. Proactive tax planning is included with each engagement.

How we bill

One number for the month. One engagement for the year.

Your recurring work — bookkeeping, reconciliation, monthly reporting — is a flat monthly retainer, billed on the 1st. Your annual work — tax returns, international forms, FBAR — is a separate engagement, scoped and invoiced each January.

Flat, in writing

The number we quote on your first call is the number on your engagement letter. Never a change without a conversation.

Two streams, no overlap

Tax-season hours never hidden inside your monthly bill; bookkeeping charges never hidden inside your tax invoice.

Move up when ready

Tiers step up without re-onboarding: same team, same QuickBooks file, same history.

Your books stay yours

Everything lives in your own QuickBooks Online. Leave anytime — no export battle, no proprietary lock-in.

Get a quote in one call.

Tell us your stage, your structure, and where you file. We'll come back with a flat monthly retainer and a January tax engagement.