# Pricing Plans — Advisory Monks Consulting

> Clear, transparent pricing for US tax, bookkeeping, and CFO services. Foundations $2,500/mo · Command $5,000/mo · Enterprise $10,000/mo. No hidden fees.

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TRANSPARENT PRICING

# Simple, honest pricing for every stage
All plans include a dedicated accountant and our promise: we refund unused time upon cancellation. No long-term contracts.
Monthly
Annual SAVE 20%
FOUNDATIONS PLAN
$2,500/month
Perfect for freelancers, solopreneurs, and small businesses with straightforward finances.
Get Started →
Pro-rated refund on cancellation. Cancel anytime.
MOST POPULAR
COMMAND PLAN
$5,000/month
Ideal for growing businesses with active operations, multiple employees, and monthly reporting needs.
Get Started →
Pro-rated refund on cancellation. Cancel anytime.
ENTERPRISE PLAN
$10,000/month
For established businesses with complex structures, international operations, or Series A+ needs.
Get Started →
Pro-rated refund on cancellation. Cancel anytime.
ENTERPRISE
Custom
Multi-entity businesses, PE-backed companies, or organizations requiring fully bespoke financial support.
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 pro-rated. 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 fit call?
A 20-minute video call with a senior accountant 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 20-minute fit call →
20 minutes · No commitment · No pressure
HOW YOU COME OUT AHEAD

## How your options stack up
Senior expertise. SaaS convenience. Cost efficiency. See where you come out ahead.
Comparison based on publicly available pricing and service descriptions. Local accountant 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.
Fit Call
A 20-minute call with a senior accountant. We learn your needs.
Proposal & Scope
Custom plan sent within 24 hrs. No surprises.
Sign & Onboard
E-sign engagement letter. Portal access granted same day.
We Get to Work
Your accountant begins immediately. First deliverable within 5 days.
Start Step 1 — Book a Fit Call →

| FEATURE | ADVISORY MONKS CONSULTING | LOCAL ACCOUNTING FIRM | BENCH / PILOT (SAAS) | DIY SOFTWARE |
| --- | --- | --- | --- | --- |
| Dedicated Accountant / Advisor | ✓ Named accountant, every plan | ✓ Usually yes | Varies | ✗ |
| Monthly Bookkeeping | ✓ All plans | Add-on cost | ✓ | ✗ Manual |
| International Tax (FBAR, FATCA) | ✓ Specialist team | Rare expertise | ✗ | ✗ |
| Virtual CFO Services | ✓ Enterprise plan | 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 Target | ✓ 4 business hours (Enterprise) | 1–3 days typical | Email only, 24–48hr | ✗ Self-serve |
| No Long-Term Contract | ✓ Cancel anytime | Annual retainers | ✓ | ✓ |

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Advisory Monks Consulting — white-label CAS production for US CPA firms, plus bookkeeping, payroll and US tax filings for businesses.
Contact: info@advisorymonks.io