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Services and Pricing
One firm. Five packages. A licensed CPA behind every one.
Mantle is an accounting, tax, and advisory firm — and the practitioner you meet is the one who owns your work and answers for it. You're not a file passed down a chain; you're a business a Mantle partner knows by name. That's what working with us feels like — a real partner who's in it for the long haul.
Five packages, built around what businesses actually need. Don't fit one cleanly? We'll build you a custom one. And we work month-to-month-no contracts, no lock-in. We earn your business every month or we don't deserve it.
Five packages, built around what businesses actually need. Don't fit one cleanly? We'll build you a custom one. And we work month-to-month-no contracts, no lock-in. We earn your business every month or we don't deserve it.
The core comes first.
Plenty of advisors sell strategy on top of books that don't hold up — impressive on a slide, useless the moment a number gets questioned. We start with the foundation: clean, accurate books and your taxes filed right, on time, every year. Advice is only as good as the numbers under it, so we get those right first.
We don't stop at the books.
On the flip side, plenty of firms just keep the books and stop there — no advice, no planning, no one looking ahead. We do both. On top of clean books you get proactive tax strategy — the moves that lower your bill planned before year-end, not flagged after it's too late — plus a CPA actually thinking about where your business is going.
What you get
A real CPA in your corner — at the level you need.
Year-Round Tax
$230
/mo
Starting at
Proactive tax all year — so the moves that lower your bill happen before April, not after.
Includes all of the following:
We file your business tax return — done right and on time
Quarterly estimates handled — what to set aside, and when to pay it
Year-round tax strategy, not a once-a-year scramble
We plan the moves before December 31, while they still count
The Books
$360
/mo
Starting at
Clean, current books and financials you can finally trust.
Includes all of the following:
Monthly books — kept clean, current, and reconciled
You get your numbers every month — what you made, what you spent
The few numbers that actually matter, pulled out for you
A sit-down with us every quarter to walk through it
Books & Taxes
$530
/mo
Starting at
Your books and your taxes, working together — bundled, simplified, and built so each one strengthens the other.
Everything in The Books and Year-Round Tax, plus:
Both engagements bundled — at a discount to buying them separately
One licensed CPA running your books and your return — no handoffs, no gaps
Your books and your tax strategy talk to each other all year long
Year-end is a non-event because we've been ready for it since January
The Controller
$950
/mo
Starting at
So you can focus on running your business — we'll handle the financial operations.
Everything in Books & Taxes, plus:
We assess your current financial operations, then streamline and transform them to scale with your business
Weekly bookkeeping — upgraded from monthly
Payroll run and reconciled — filings, W-2s & 1099s
Accounts payable — bills paid on time
Accounts receivable — invoices sent & tracked
Rolling cash flow forecast & burn rate — always know what's coming
Monthly working session — we run through your financials and operations together, so you always know where the business stands and what's next
Fractional CFO
The CFO
$1,640
/mo
Starting at
Detailed, next-level financial insights drilled down to your business-previously reserved for only the largest companies in America.
Everything in The Controller, plus:
Financial numbers most small businesses never get to see your results broken down by job, by customer, by location
A clear read on which work actually makes you money, and which jobs are quietly costing you
A forward plan built on clean numbers- where to spend, where to invest, where to pull back
The numbers run before every big move, so you know whether you can afford the hire, the loan, or the slow season before you commit
A yearly budget plus a simple monthly check on how you're tracking against it-explained in plain language
Guidance on financing, paying yourself, major purchases, and planning your eventual exit
Call us when you need us - strategy sessions and one-off projects. We're here for you
Compare every level
See exactly what's included.
Year-Round Tax
from $230/mo
The Books
from $360/mo
Books & Taxes
from $530/mo
The Controller
from $950/mo
The CFO
from $1,640/mo
Keep your books clean & current
Monthly
Monthly
Weekly
Weekly
Your numbers every month
Plan your taxes before year-end — not after
Do your taxes — all year, not just April
Books & taxes bundled — one firm, one price
Run payroll & pay your bills
Streamline collections — invoices sent & tracked
Tell you what your cash looks like ahead
Transform your financial operations to scale
Detailed metrics — by job, customer, segment
Forward-looking strategy on every decision
Model the hire, the loan, the slow season
Sit down with you
Quarterly
Quarterly
Quarterly
Monthly
On Call
Starting price
$230
$360
$530
$950
$1,640
Best for
Tax handled all year
Owners who need clean books
Books + taxes, bundled
Operations off your plate
A true partner in scaling
Pricing scoped to your size, complexity, and what your business needs.
Also available · à la carte
New business setup
Starting something? We pick the right entity, handle the EIN and elections, and set the books up clean from day one — so you're not unwinding mistakes come tax time.
Catch-up bookkeeping
Behind a few months or a few years? We'll get you current and tax-ready, then keep you there. The faster you stop guessing, the faster the business starts answering you.
QuickBooks setup & cleanup
On the wrong software, or set up wrong? We get QuickBooks (or Xero) clean and built around how your business actually runs — so the numbers mean something the day you open them.
Entity & tax structuring
LLC, S-corp, C-corp, or a holding-company setup as you grow — the right structure quietly saves thousands a year and shields what you've built. We map it out and handle the elections — the kind of planning people usually see a tax attorney for.
Strategic tax planning
One real conversation before you act — the entity election, how you pay yourself, timing a big purchase. A flat fee for a straight answer, no full engagement required.
Owner & family tax strategy
Your business and your family money are connected — how you're paid, what goes into retirement, when family members go on payroll, how you build wealth out of the business. One strategic session that looks at the full picture and shows you the moves that quietly save thousands every year.
Succession & exit planning
When you're ready to sell, pass it to family, or step back, the tax bill on the way out can swallow years of work. We plan the exit early — how the deal's structured, who pays what, how to keep more of what you sell.
IRS notice response
Got a letter or a notice you weren't expecting? Send it over — we deal with the IRS so you don't have to.
Why each level exists
Year-Round Tax
The return is the easy part — anyone can file what already happened. The money is in the decisions you make before the year closes: how you're paid, when you buy, which election you're under. Most owners only talk to a tax person in April, when every one of those moves is already locked. We work it the other way — all year, before the deadlines that actually count — so you file the best version of your year instead of just reporting it.
The Books
Most owners run a real business off their bank balance and a gut feel — not because they're careless, but because no one ever gave them numbers they could actually use. Clean books change that. Everything else builds on a solid foundation, and it's the fastest way to go from guessing to knowing.
Books & Taxes
There's no magic in a tax return done in March — the year's closed and the bill is what it is. Real tax savings come from working it all year: timing the equipment buy, setting owner pay right, making moves before December 31. And since we already keep your books, your tax strategy and your numbers talk to each other all year long — no shipping a packet off to a stranger in February.
The Controller
Once the financial operation gets big enough to eat your week, the answer isn't another part-time hire — it's handing the whole back office to people who run it for a living. We come in, assess what's there, streamline it, and transform it so it scales with the business. Your hours go back to running the company, not running its operations.
The CFO
Every quote is free. We sit down with you, ask the right questions, and walk through where your business stands today. You leave the conversation with a clear picture of what proper financial support would cost for a business your size — and what it would look like in practice.
From there, you pick the level that fits. A flat monthly fee, a clear scope, and the freedom to move up as the business grows. No hourly meter, no surprise invoices — just a straightforward engagement with everything spelled out upfront. When you compare what's actually included, our pricing tends to come in well below firms offering less — and well below the corporate alternatives where you rarely meet the people doing the work.
From there, you pick the level that fits. A flat monthly fee, a clear scope, and the freedom to move up as the business grows. No hourly meter, no surprise invoices — just a straightforward engagement with everything spelled out upfront. When you compare what's actually included, our pricing tends to come in well below firms offering less — and well below the corporate alternatives where you rarely meet the people doing the work.