You'll know exactly what you're paying before any work begins — and the fee won't change because you sent an email in July from Lisbon.
Foundation
For new entrepreneurs and individuals navigating U.S. systems.
Independent contractors, freelancers, and new arrivals who need organized financials, proactive tax planning, and a wise voice to call.
Included
Not included
Operator
For remote entrepreneurs and established global households.
Owner-operators, S-corps, and globally connected professionals who want proactive tax strategy plus organized monthly financial operations.
Included
Not included
Advisory
For growing companies and complex global operations.
Established businesses with team, multi-entity structures, or significant international complexity who want a true outsourced finance partner.
Included
Final fees are confirmed in writing after a short discovery call. Pricing reflects a typical engagement; complex situations (multi-country, prior-year cleanup, multiple entities) are quoted individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Flat monthly fees do the opposite.
Before any work begins, you get a written monthly fee. No hourly meters, no surprise invoices — if a 30-minute call helps you make a wiser decision, that's the point.
What matters isn't how long the work takes. It's that your finances are organized, your taxes optimized, and you have a strategic guide to call. The fee reflects the outcome.
Pricing only changes when your situation meaningfully changes — a new entity, a residency change, a new revenue tier. Otherwise, what you pay this year is what you pay next year.
Tax, bookkeeping, payroll, advisory, and cross-border guidance are bundled. No separate bills, no piecing things together across providers.
A short conversation, a quick look at where things stand, and a clear monthly number — in writing. No pressure.