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Transparent Pricing

Simple, honest pricing for every stage

All plans include a dedicated CPA, real-time client portal, and our promise: we refund unused time upon cancellation. No long-term contracts.

Foundations Plan
$2,500/month
Annual: $2,000/mo · $24,000 paid upfront · Save $6,000

Perfect for freelancers, solopreneurs, and small businesses with straightforward finances.

✓
Monthly bookkeeping (up to 500 txns)
✓
Annual federal + state tax return
✓
Quarterly estimated tax payments
✓
Payroll — up to 5 employees
✓
Client portal access (Zoho)
✓
Monthly P&L + Balance Sheet
✓
Email support · 48hr response
✓
Annual financial health review
Get Started →

Pro-rated refund on cancellation. Cancel anytime.

Most Popular
Command Plan
$5,000/month
Annual: $4,000/mo · $48,000 paid upfront · Save $12,000

Ideal for growing businesses with active operations, multiple employees, and monthly reporting needs.

✓
Everything in Foundations
✓
Unlimited bookkeeping transactions
✓
Payroll — up to 20 employees
✓
Quarterly tax planning sessions
✓
Sales tax management
✓
Dedicated CPA advisor
✓
Priority support · 24hr response
✓
Cash flow statements
✓
W-2 + 1099 management
Get Started →

Pro-rated refund on cancellation. Cancel anytime.

Enterprise Plan
$10,000/month
Annual: $8,000/mo · $96,000 paid upfront · Save $24,000

For established businesses with complex structures, international operations, or Series A+ needs.

✓
Everything in Command
✓
Virtual CFO services
✓
Unlimited payroll
✓
International tax compliance (FBAR/FATCA)
✓
Entity formation & restructuring
✓
Cash flow forecasting & modeling
✓
Board-ready reporting
✓
Series A/B financial preparation
✓
Transfer pricing documentation
✓
4hr response SLA · Slack channel
Get Started →

Pro-rated refund on cancellation. Cancel anytime.

Enterprise
Custom

Multi-entity businesses, PE-backed companies, or organizations requiring fully bespoke financial support.

✓
Everything in Enterprise
✓
Multi-entity consolidation
✓
M&A financial due diligence
✓
Custom reporting & dashboards
✓
Dedicated senior CPA team
✓
Guaranteed SLA with penalties
✓
Global multi-jurisdiction support
Audit defense (coming soon)
Request Enterprise Quote →

Custom SLA & contract terms available.

Annual plans receive a 20% discount when paid upfront. Unused months are refunded pro-rata upon cancellation.

Online payment via credit card, ACH bank transfer, and wire transfer coming soon. Contact us to arrange payment.

Pricing FAQs

Common questions answered

Do you offer annual discounts?

Yes — all plans are available at 20% off when paid annually upfront. For example, the Command Plan drops from $5,000/mo to $4,000/mo, saving you $12,000 per year. Unused months are refunded pro-rata if you cancel.

What happens if I need to cancel?

We refund unused time upon cancellation. For monthly plans, if you cancel mid-month, we pro-rate the refund. For annual plans, we refund the unused months in full. No cancellation penalties.

Can I upgrade or downgrade plans?

Absolutely. You can upgrade at any time — the difference is prorated. Downgrades take effect at the next billing cycle. Our team will help you choose the right plan as your business grows.

Are there any setup or onboarding fees?

No hidden fees, ever. Onboarding is included in all plans. If you have catch-up bookkeeping needs (more than 6 months behind), we'll discuss a one-time cleanup fee upfront, transparently.

What's included in the free consultation?

A 30-minute video call with a senior CPA who'll review your current situation, identify quick wins, and recommend the right service tier. No sales pressure — just genuine advice.

How does online payment work?

We're setting up our secure online payment portal (via Stripe) which will support credit cards, ACH bank transfers, and wire transfers. In the meantime, we invoice via email with wire transfer instructions.

Not sure which plan is right for you?

Book a Free Consultation →

30 minutes · No commitment · Same-day response

How We Compare

Advisory Monks Consulting vs. the alternatives

Big-Four quality. SaaS convenience. India-based cost efficiency. See how we stack up.

Feature Advisory Monks Consulting Local CPA Firm Bench / Pilot (SaaS) DIY Software
Dedicated CPA / Advisor ✓ Named CPA, every plan ✓ Usually yes Varies ✗
Real-Time Client Portal ✓ Zoho-powered portal ✗ Email/phone only ✓ ✓
Monthly Bookkeeping ✓ All plans Add-on cost ✓ ✗ Manual
International Tax (FBAR, FATCA) ✓ Specialist team Rare expertise ✗ ✗
Virtual CFO Services ✓ Standard + Complex plans Very expensive ✗ ✗
Payroll Management ✓ All 50 states Add-on Some plans ✗
Entity Formation (LLC/S-Corp/C-Corp) ✓ Included service ✓ ✗ ✗
India–US Tax Corridor ✓ Core specialization ✗ ✗ ✗
Starting Price $2,500/mo (all-in) $3,000–8,000/mo+ $299–$699/mo (limited) $0–$200/yr (no advice)
Response Time Guarantee ✓ 4 business hours 1–3 days typical Email only, 24–48hr ✗ Self-serve
No Long-Term Contract ✓ Cancel anytime Annual retainers ✓ ✓

Comparison based on publicly available pricing and service descriptions. Local CPA estimates vary by region and firm size.

Getting Started

What happens after you book a call?

No paperwork maze. Four simple steps from first call to full service — typically completed in under a week.

Start Step 1 — Book Free Call →
Welcome back to your portal
✓ Demo mode — enter any email and password to explore the portal dashboard
Not a client yet? Book a free consultation →
Trouble signing in? Email [email protected]
Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message CPA
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Dashboard · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
CPA Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · AES-256 encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior CPA
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated CPA
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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