Simple, Transparent Pricing
Fixed monthly fees. No hourly surprises. No scope creep charges. Know exactly what you're paying.
Bookkeeping
Monthly reconciliation & financial reports
2 accounts · 150 transactions/mo
- Monthly bank & credit card reconciliation
- Transaction categorization
- Profit & Loss and Balance Sheet
- Document storage & client portal
- Up to 2 connected accounts
- Up to 150 transactions/mo
- Email support (48hr response)
Books & Tax
Full bookkeeping + tax preparation & filing
5 accounts · 500 transactions/mo
- Everything in Bookkeeping
- Tax preparation & filing coordination
- Quarterly tax estimates
- 1099 tracking & filing
- Up to 5 connected accounts
- Up to 500 transactions/mo
- Priority support (24hr response)
Full Service
Complete financial management with payroll & advisory
10 accounts · Unlimited transactions
- Everything in Books & Tax
- Payroll reconciliation & compliance
- Cash flow reporting & analysis
- Up to 10 connected accounts
- Unlimited transactions
- Monthly strategy call (30 min)
- Same-day priority support
Enterprise
Dedicated CFO services, weekly strategy calls, and a dedicated account manager.
Service Modules
Add specialized services to any plan. Mix and match to fit your needs.
Tax Compliance
Tax preparation, quarterly estimates & filing coordination
per month
Payroll Reconciliation
Payroll reconciliation, compliance & reporting via connected API
per month
Cash Flow Reporting
Monthly cash flow analysis, trend tracking & category breakdowns
per month
Priority Support
Same-day responses, direct phone line, dedicated rep
per month
Additional Connected Account
Add a bank or credit card account beyond your plan's included limit
per month
AI Call Assistant
AI-powered phone receptionist — intake, scheduling & call routing
per month
Behind on Your Books?
Flat-rate catch-up packages to get you current before starting monthly service.
$500
3 Months
Clean up & reconcile 3 months
Save ~$250 vs hourly
$900
6 Months
Clean up & reconcile 6 months
Save ~$600 vs hourly
$1,500
Full Year
Clean up & reconcile 12 months
Save ~$1,500 vs hourly
$50/hr
Custom
Complex or multi-year cleanup
Multiple businesses?
Each business entity requires its own subscription. Need 3+ entities? Contact us for volume pricing.
Why Fixed Pricing?
See how we compare to traditional accounting firms.
| Feature | Tomas Financial | Traditional Firms |
|---|---|---|
| Pricing Model | Fixed monthly fee | Hourly billing |
| Surprise Bills | Never | Common |
| Response Time | Same day - 48 hrs | Days to weeks |
| Portal Access | 24/7 real-time | Email updates |
| Document Storage | Unlimited, organized | Limited or none |
| Technology | Modern, automated | Manual processes |
Pricing Questions
Common questions about our pricing model.
What if my books are behind?
We offer flat-rate catch-up packages: 3 months ($500), 6 months ($900), or a full year ($1,500). For complex or multi-year cleanup, we quote at $50/hr. Once caught up, you transition to monthly service.
Can I switch tiers later?
Yes! You can upgrade or downgrade at any time. Changes take effect at your next billing cycle.
What payment methods do you accept?
We accept all major credit cards through Stripe. Invoices are sent monthly and auto-charged on file.
Is there a contract or commitment?
No long-term contracts. Month-to-month service with 30-day notice to cancel.
What if I need services not in my tier?
Add individual services like Tax Compliance ($125/mo), Payroll Reconciliation ($75/mo), Cash Flow Reporting ($75/mo), or AI Call Assistant ($99/mo) to any plan. Need more connected accounts? Add them for $40/mo each. Or upgrade to a higher tier for the best value.
I have multiple businesses. How does pricing work?
Each business entity requires its own subscription. If you manage 3 or more entities, contact us for volume pricing.