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Now booking End-of-Year Tax Planning Sessions through November 15. See details

Transparent by design

Pricing 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.

Monthly tiers

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. Pay for what you need now and add more when the time comes. Bundling costs less than buying each piece separately.

Bookkeeping

Just the books: monthly reconciliations, clean financials, and a year-end tax handoff.

$500 to $750/month
Start with a Vibe Check

Bookkeeping + Payroll

Clean 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 + Team

Adds 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-Office

The 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
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
PayrollActive managementActive managementActive 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-inMonthlyMonthly or bi-weekly
Priority response on ad-hoc questions
Bookkeeping + Teamis where most clients land.
Custom & enterprise

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

Starting at
$5,500/month starting

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

Starting at
$7,500/month starting

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

Starting at
$12,000/month starting

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
What this looks like in practice

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.

Project pricing

À la carte services

Prefer to buy services individually instead of a bundled tier? These are scoped projects and standalone monthly services, 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.

Returns

Tax preparation

ServiceStarting priceNotes
Individual return (Form 1040)from $400Federal plus one state. W-2 income, simple investment income.
Schedule C (sole proprietor)from $650Add to individual 1040 for freelance, side business, or single-owner LLC income.
LLC partnership return (Form 1065)from $1,250Includes partner K-1s.
S-Corp return (Form 1120-S)from $1,250Includes shareholder K-1s.
C-Corp return (Form 1120)from $1,500Federal plus one state.
Nonprofit return (Form 990)from $750Annual information return for 501(c)(3) organizations.
Additional state filing$150 per stateFor multi-state filers.
Amended returnfrom $250Per year amended.
Setup and cleanup

Bookkeeping setup and cleanup

ServiceStarting priceNotes
QBO cleanup (current year)$1,800Transaction reclassification, account reconciliation, rebuilt P&L and balance sheet.
QBO setup and reviewfrom $1,500New file build or review of an existing one, with chart of accounts cleanup.
Setup bundle (QBO + systems + inventory)$3,750Full backend rebuild for businesses with inventory, job costing, or merged entities.
Inventory tracking setupfrom $1,000Standalone inventory build for product-based businesses.
Catch-up bookkeepingquoted by scopeMulti-month or multi-year cleanup; priced after a free assessment.
People work

HR projects

ServiceStarting priceNotes
HR audit$2,500Classification review, payroll setup verified, compliance gaps documented.
Employee handbook$1,250Custom-built for your industry, state, and team size.
HR audit + handbook bundle$3,750Both of the above, scoped together.
Ready to Hire Package$1,500Job descriptions, offer letter templates, onboarding checklist, I-9/W-4 workflow before your first hire.
HR consulting$100/hourAd-hoc questions, single-issue projects, second opinions.
Strategy and quick support

Tax strategy and quick support

ServiceStarting priceNotes
Tax strategy audit$500Two- or three-year return review with a written summary.
End-of-Year Planning Session$7502026 federal and Virginia projection, estimated payment review, and a written action list. Standard $750, Complex $1,250, with part of the fee credited to 2026 return prep. Booking closes November 15.
Entity structure consultation$500S-corp election timing, multi-entity structuring, owner-comp modeling.
New business setup$400Entity selection, registration walkthrough, first-year compliance roadmap.
IRS or state notice responsefrom $200First response and one follow-up. Audit representation quoted separately.
1099 preparation$25 per recipientAnnual contractor 1099 filing.
Ongoing payroll

Monthly payroll processing

ServiceMonthly rateNotes
Up to 5 employees$200/monthWeekly, biweekly, or semi-monthly. W-2s and payroll tax filings (941, 940, state) included.
6 to 15 employees$300/month
16 to 25 employees$450/month
26 to 50 employees$650/month
50+ employeesCustom quoteBased on frequency, complexity, and multi-state needs.
Multi-state payroll+$75/month per stateEach additional state beyond the primary.
Ongoing HR

Monthly HR support

ServiceMonthly rateNotes
Small business HR support$200/monthUp to 25 employees, single location. 3 support hours a month; additional hours at $100/hour.
Multi-location HR support$150/location/monthPer-location coverage, policy consistency, and HR admin across sites.
Don't see what you need?

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

Every tier starts from basic monthly bookkeeping, including P&L and balance sheet, then adds depth from there. 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, IRS representation, and standing strategy time. Fractional CFO work lives in the Custom & enterprise packages, not the monthly tiers. The detailed breakdown is in the tier cards above.

Still have questions?

Send a note and Joa will get back to you within one business day.

Contact us

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.