Pricing & Membership

Membership

Our unique consulting membership is the best way to leverage our expertise in your practice. Membership provides you with

  • best strategies for growth and optimization,
  • broader coverage of the small business legal landscape,
  • discounts on document review and legal drafting, and
  • bundling options for bookkeeping and fractional CFO work.

Let us wear some of your entrepreneur hats so you can build a business you will love without having to do everything yourself.

Consulting Membership

$650/month includes
  • Advising: Individual sessions each month to discuss business needs, consult on legal issues, and design / implement / evaluate growth strategies.
  • Client Portal Access: Dedicated client portal for secure document sharing, collaboration, and follow-up questions / conversations as needed.
  • Document Review: Summary and analysis of risks and negotiable provisions.
  • Legal Drafting: For each year of membership, get your first 3 documents free; 30% off flat-rate pricing for additional documents.
  • Financial Services: Discount of $100 off financial services membership when bundled.

Financial Membership

Starting at $500/month includes
  • Bookkeeping: Monthly categorization and reconciliation of all linked accounts.
  • Reporting: Monthly financial reports (P&L, Balance Sheet).
  • Consultation: Monthly financial consultation.

Bookkeeping onboarding fees may apply.

All-Inclusive Membership

$2000/month includes
  • Advising: Bi-weekly sessions to discuss business needs, consult on legal issues, and design / implement / evaluate growth strategies.
  • Client Portal Access: Dedicated client portal for secure document sharing, collaboration, and follow-up questions / conversations as needed.
  • Document Review: Summary and analysis of risks and negotiable provisions.
  • Legal Drafting: All legal drafting included.
  • Financial: Bookkeeping and fractional CFO reporting included.

12-month Membership term. Early cancellation fees apply.

Flat Rate Pricing

HR Documents

  • Employement Agreement $500-$1500
  • Staff Handbook Template $3000
  • Independent Contractor Agreement $1500

Entity Formation

  • Simple Entity Formation $2000
  • Complex Entity Formation $3000
  • Corporate Entity Formation $5000

Estate Planning

  • Simple Estate Plan for Individual $2500
  • Simple Estate Plan for Couple $3500
  • Complex Estate Plan for Couple $5000

Other Business Documents