No surprise bills. No hidden fees. Choose the plan that fits your business stage — scale up or down anytime.
/mo · Billed monthly
"You don't need to build an in-house finance team. We take care of your entire financial backend — accurately, consistently, and professionally."
Strong Financial Foundation
/mo · Billed monthly
"We don't just tell you what happened — we help you understand why it happened and what to do next."
Everything in Basic PLUS:
/mo · Billed monthly
"You get a CFO-level brain in your business — without the cost of hiring one full-time."
Everything in Growth PLUS:
All plans include a free onboarding session. Pricing varies based on transaction volume, entity complexity, and state requirements. Contact us for a custom quote.
Need something specific? Add any service to your existing plan.
Get months or years of messy books caught up and organized to IRS standards.
From $500 one-timeFederal Form 1040 with all schedules, including state return filing.
From $350 per returnComplete payroll processing, tax filing, and compliance handled end-to-end.
$40 per employee/moWe start with a free consultation to understand your business size, transaction volume, and financial needs. We'll recommend the right package — no pressure, no upsell.
Absolutely. You can upgrade or downgrade your plan at any time. We'll adjust your billing at the start of the next billing cycle.
We work with QuickBooks Online, Xero, Gusto, and most major accounting and payroll platforms. We can also migrate you from one platform to another.
Yes. FinWhale Advisory holds all appropriate certifications and professional insurance. Our CPAs are licensed to practice across all 50 US states.
Typically 3–5 business days for straightforward setups. We'll gather your existing data, integrate with your tools, and have your books ready within the first week.
No long-term contracts. Monthly plans are month-to-month with 30 days notice to cancel. Annual plans offer a 15% discount with a 12-month commitment.
Tell us about your business and we'll design the perfect financial solution for you — at the right price point.