Five to 150 people
From a solo founder with a plan to a multi-office partnership. Pricing is per person, so it fits at every size.
Pricing
Pricing that scales with your firm. Never with your problems.
Per user, per month, everything included. No rate card games, no hourly meters, no surprise fees.
Book your discovery call now How it works
Pricing estimator.
Pricing scaled to your firm and the services you need to take it to the next level. Nothing you don't.
Estimated monthly
$0/mo
about $0 per person
One-time costs, estimated
$0
Every engagement starts with a full technology audit and a complete modernization to our current standard. A technology make-over, not a lift-and-shift of what you have.
Detailed pricing on your discovery call. Full proposal within 24 hours.
Includes Microsoft 365 Business Premium, MFA, managed threat detection, security awareness training, password management, and Microsoft 365 backup for every person. Hardware, network equipment, desk phones, and special cases are scoped on the call. Big one-time efforts, like a merger migration or a custom AI build, are quoted separately as fixed-fee projects. Tax and shipping costs not included in estimate. Estimates only; your quote may differ. Rates shown are current as of August 2026 and reviewed each January. Your firm remains the responsible party under the FTC Safeguards Rule and IRS guidance; we design, implement, and operate the safeguards your program requires.
In writing
Our promises, not fine print.
90 days
Cancel inside your first 90 days for a 100% refund of service fees
12 mo
Price locked for 12 months. After that, never up more than 5% a year, and never above the rates shown in the estimator above. Microsoft and other third-party licenses are itemized on your proposal at the vendor’s price and move only when the vendor’s pricing changes
60 days
Cancellation notice any time after that, no penalty
$0
Hourly billing or ticket fees for support in your subscription. Projects are quoted as fixed fees
Always included
The same level of service for every client.
Everything a growing accounting firm needs, from the first month. Security is never an upsell and strategy is never a tier.
- Live help 24/7/365, with the 15-minute response guarantee
- The full security suite for every user: MFA, managed threat detection, training, password management, Microsoft 365 backup
- A security and network operations center watching around the clock
- Your WISP, written and enforced, aligned to the FTC Safeguards Rule and IRS Pub 4557
- Quarterly Strategic Technology Planning with your Client Success team
- AI adoption guidance, coaching, and community connections
- Microsoft 365 administration and administration of the other apps in your stack
- Global PC procurement, deployment, and new hire onboarding
Who we work with
Accounting firms that take technology seriously.
Growth-minded
Scaling, modernizing, or running on a clear operating system and vision, and needing technology that keeps pace.
Security-conscious
Clients increasingly expect a SOC 2 posture, and you take protecting sensitive financial data seriously.
Minimum standards
The standards behind reliable uptime.
Aging, shared, or unsupported tech is where downtime hides, so we hold every client to the same bar.
- One person, one login. No shared credentials, ever
- A dedicated work computer for every employee. No shared or personal machines
- Computers four years old or newer
- Windows 11 Pro or current macOS
- Manufacturer-supported software, peripherals, and accessories
- Our standard managed networking equipment at office locations
- No on-premise servers. We lift your apps and data to the cloud, and help you sell the hardware if value remains
Not there yet? Almost nobody is on day one. We build the gap into your roadmap, source the gear, and handle every upgrade for you.
Why a subscription, not hours
Hourly billing pays your IT company when things break.
A flat monthly subscription flips the incentive. Every problem we prevent is good for you and good for us, so we invest in prevention, monitoring, and quarterly improvement instead of waiting for tickets.
- No long-term contract
- No hour caps
- No minimums
- 60-day cancellation any time
- 15-minute response, or tell us and we credit you $100
Get your number.
One 30-minute discovery call, and you will have a clear, transparent quote within days.
Book your discovery call nowNot ready to talk? Score your firm's security in two minutes.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time. Full proposal within 24 hours of your call. (800) 692-6096