Packages for every stage of growth
Pricing should help you decide, not require a sales call to find out. Four monthly tiers cover most engagements. One-time projects are quoted by scope before we start. If your situation doesn't fit a tier, we'll build a custom plan and tell you what it costs up front.
Start with the books. Add as you grow.
Active monthly bookkeeping clients save 10 to 15% on tax prep.
Every tier starts from clean monthly bookkeeping, then adds payroll, HR, and strategy on top as your stage demands. These tiers are a starting framework, not a fixed menu: every client's package is built around their situation, and the prices below are typical ranges, not rigid price points. Pay for what you need now and move up as you grow; we'll tell you when. Bundling costs less than buying each piece separately.
Bookkeeping
Just the books: monthly reconciliations, clean financials, and a year-end tax handoff.
Bookkeeping + Payroll
Clean books plus run-it-for-you payroll and quarterly tax estimates. For small teams with a payroll to run.
Bookkeeping + Team
Adds HR support, handbooks, and multi-state compliance on top of books and payroll.
Full Back-Office
The whole stack plus year-round tax strategy, IRS representation, and bi-weekly strategy check-ins.
BookkeepingJust the books: monthly reconciliations, clean financials, and a year-end tax handoff. $500 to $750/month Start with a Vibe Check | Bookkeeping + PayrollClean books plus run-it-for-you payroll and quarterly tax estimates. For small teams with a payroll to run. $800 to $1,200/month Start with a Vibe Check | Most popular Bookkeeping + TeamAdds HR support, handbooks, and multi-state compliance on top of books and payroll. $1,300 to $2,200/month Start with a Vibe Check | Full-service Full Back-OfficeThe whole stack plus year-round tax strategy, IRS representation, and bi-weekly strategy check-ins. $2,500 to $5,000/month Start with a Vibe Check | |
|---|---|---|---|---|
What's included at each tier | ||||
What's included at each tier | ||||
| Bookkeeping | ||||
| Monthly bookkeeping and reconciliations | ||||
| Monthly financials (P&L and balance sheet) | ||||
| Chart of accounts setup and upkeep | ||||
| Job costing or class tracking | ||||
| Board-ready reporting (cash flow, KPIs, forecasting) | ||||
| HR & Payroll | ||||
| Payroll | Active management | Active management | Active management | |
| Employee handbook and onboarding workflow | ||||
| Multi-state compliance | ||||
| Benefits administration support | ||||
| Tax | ||||
| Year-end tax prep coordination | ||||
| Quarterly tax estimate recalculation | ||||
| Year-round tax strategy | ||||
| IRS representation (Joa as Enrolled Agent) | ||||
| Strategy | ||||
| Email and portal access | ||||
| Strategy check-in | Monthly | Monthly or bi-weekly | ||
| Priority response on ad-hoc questions | ||||
| Bookkeeping + Teamis where most clients land. | ||||
Custom packages for larger operations
Multi-entity, multi-state, or growth-phase businesses outgrow the monthly tiers. Prism builds packaged engagements priced on scope, headcount, states, and entity count. Starting prices below; final scope set on the Vibe Check.
Finance Support
Centralized finance back-office for owners running multiple entities who want one team handling the operating rhythm.
- Centralized billing and accounts payable
- Bookkeeping across multiple entities
- Payroll (Gusto, ADP, QuickBooks Payroll)
- Light HR admin
HR + Finance Management
Finance Support plus full HR. For multi-state operations where compliance and people work can't sit on one person's plate.
- Everything in Finance Support
- Full-cycle HR and onboarding
- Benefits administration
- Multi-state compliance
- Performance management
Fractional COO / Enterprise
One strategic partner running operations alongside leadership through active acquisitions and team growth.
- Everything in HR + Finance Management
- Strategic vendor oversight
- Culture development
- Operational integration across entities
- Standing executive-team presence
À la carte services
Some work doesn't fit a monthly cadence. These are scoped engagements, priced before we start, with no surprise add-ons. Starting prices reflect the most common scope; complex situations are quoted up front on the Vibe Check.
Tax preparation
| Service | Starting price | Notes |
|---|---|---|
| Individual return (Form 1040) | from $400 | Federal plus one state. W-2 income, simple investment income. |
| Schedule C (sole proprietor) | from $650 | Individual 1040 for freelance, side business, or single-owner LLC income. One state, one Schedule C. |
| LLC partnership return (Form 1065) | from $1,250 | Includes partner K-1s. |
| S-Corp return (Form 1120-S) | from $1,250 | Includes shareholder K-1s. |
| C-Corp return (Form 1120) | from $1,500 | Federal plus one state. |
| Nonprofit return (Form 990) | from $300 | Annual information return for 501(c)(3) organizations. |
| Additional state filing | $150 per state | For multi-state filers. |
| Amended return | from $250 | Per year amended. |
Bookkeeping setup and cleanup
| Service | Starting price | Notes |
|---|---|---|
| QBO cleanup (current year) | $1,800 | Transaction reclassification, account reconciliation, rebuilt P&L and balance sheet. |
| QBO setup and review | from $1,500 | New file build or review of an existing one, with chart of accounts cleanup. |
| Setup bundle (QBO + systems + inventory) | $3,750 | Full backend rebuild for businesses with inventory, job costing, or merged entities. |
| Inventory tracking setup | from $1,000 | Standalone inventory build for product-based businesses. |
| Catch-up bookkeeping | quoted by scope | Multi-month or multi-year cleanup; priced after a free assessment. |
HR projects
| Service | Starting price | Notes |
|---|---|---|
| HR audit | $2,500 | Classification review, payroll setup verified, compliance gaps documented. |
| Employee handbook | $1,250 | Custom-built for your industry, state, and team size. |
| HR audit + handbook bundle | $3,750 | Both of the above, scoped together. |
| Ready to Hire Package | $1,500 | Job descriptions, offer letter templates, onboarding checklist, I-9/W-4 workflow before your first hire. |
| HR consulting | $100/hour | Ad-hoc questions, single-issue projects, second opinions. |
Tax strategy and quick support
| Service | Starting price | Notes |
|---|---|---|
| Tax strategy audit | $500 | Two- or three-year return review with a written summary. |
| Year-end tax planning | $350 | November or December review to surface last-minute moves before lock-in. |
| Entity structure consultation | $500 | S-corp election timing, multi-entity structuring, owner-comp modeling. |
| New business setup | $400 | Entity selection, registration walkthrough, first-year compliance roadmap. |
| IRS or state notice response | from $200 | First response and one follow-up. Audit representation quoted separately. |
| 1099 preparation | $25 per recipient | Annual contractor 1099 filing. |
How clients use Prism in practice
Anonymized snapshots from current Prism clients across industries and engagement depths. Pricing varies by scope; the structure shows how engagements typically come together.
We'll figure out something that fits.
If your situation doesn't fit a tier or an à la carte project, we'll scope it with you and tell you the price up front. No surprises, no scope creep.
Pricing questions
The tiers are a starting framework. Every tier starts from clean monthly bookkeeping, including P&L and balance sheet, then adds depth from there, but the specific package is built around your situation. Bookkeeping is just the books for solo operators and small teams. Bookkeeping + Payroll adds run-it-for-you payroll and quarterly tax estimates. Bookkeeping + Team adds HR support, handbooks, and multi-state compliance. Full Back-Office adds year-round tax strategy and IRS representation. Fractional CFO work lives in the Custom & enterprise packages, not the monthly tiers. The tier cards above give you the shape; the Vibe Check gives you the real number.
Want a custom quote for your situation?
A Vibe Check is free, takes about 30 minutes, and ends with you knowing whether Prism is the right fit and what it would cost. No follow-up sales pitch.