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 cash flow advisory
10 accounts · Unlimited transactions
- Everything in Books & Tax
- Cash flow forecasting & 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
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.
$499
3 Months
Clean up & reconcile 3 months
Save ~$225+ vs hourly
$899
6 Months
Clean up & reconcile 6 months
Save ~$450+ vs hourly
$1,499
Full Year
Clean up & reconcile 12 months
Save ~$750+ vs hourly
$75/hr
Custom
Complex or multi-year cleanup
Multiple businesses?
Each business entity requires its own subscription. Need 3+ entities? Contact us for volume pricing.
How We Compare
See how Tomas Financial stacks up against doing it yourself or hiring a traditional firm.
| Feature | DIY (QuickBooks alone) | Tomas Financial | Traditional CPA Firm |
|---|---|---|---|
| Monthly Cost | $30–$200/mo | $349–$1,199/mo | $150–$300/hr |
| Pricing Model | Software subscription | Fixed monthly fee | Hourly billing |
| Surprise Bills | No (but your time isn't free) | Never | Common |
| Who Does the Work | You | Dedicated team | Junior staff / seasonal |
| Response Time | Self-service | Same day – 48 hrs | Days to weeks |
| Client Portal | Basic dashboards | 24/7 portal + reports | Email updates |
| Tax Strategy | Not included | Year-round planning | At filing time only |
| Technology | You manage integrations | Automated with QuickBooks sync | Manual processes |
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Pricing Questions
Common questions about our pricing model.
What happens if I exceed my plan's transaction or account limit?
Our plans use fair-use limits — no surprise overage charges. If you consistently run 20%+ over your tier's transaction count or need more connected accounts, we'll reach out and recommend the next tier up (or add the $49/mo Additional Account module). You stay on predictable flat pricing; we just move you to the tier that actually fits. A one-off busy month won't trigger anything.
What if my books are behind?
We offer flat-rate catch-up packages: 3 months ($499), 6 months ($899), or a full year ($1,499). For complex or multi-year cleanup, we quote at $75/hr. Once caught up, you transition to monthly service.
Can I switch tiers later?
Yes. Upgrade at any time (prorated immediately); downgrade takes effect at your next billing cycle. No penalty either direction.
What payment methods do you accept?
We accept all major credit cards and ACH 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. Annual plans save ~16% and can be cancelled at renewal.
What if I need services not in my tier?
Add individual modules like Tax Compliance ($149/mo), Cash Flow Reporting ($99/mo), Priority Support ($99/mo), or AI Call Assistant ($149/mo) to any plan. Need more connected accounts? Add them for $49/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.