SELECT A PLAN

Plans and Pricing

At Multiply Advisors, we champion your success with transparent, flexible tax and accounting services that can grow with your business.

Core

$500*

per month

Core includes:

Dedicated Bookkeeping Team

Monthly Bookkeeping Reports

Business & Personal Tax Return

Monthly Business Insight Email

Quarterly Business & Tax
Insight Meeting

Premium

$800*

per month

Everything in Core, plus:

Dedicated Account Executive

& Priority Response

Monthly KPI Analysis & Reporting

6x/year Business & Tax
Insight Meeting

Books Closed by 15th of the Month

On Demand Multiply Tax Estimate


Fractional CFO

$2,000

per month

Everything in Premium, plus:

Custom Financial Reporting

Weekly Update Meetings

Annual Budgeting & Forecasting

Custom Built Tax Strategy

*Pricing reflects a standard scope (# of accounts, business type, sales tax processing, desired touch points

Add-Ons for Any Plan

Customized Tax Strategy 

Bill Pay Management 

Cashflow

Payroll Management 

Budgeting & Forecasting

Credit Card Point Consult

AR/AP Management 

Receipt Management 

Project Management 

Invoice Management 

Custom Financial Reports 

IT Stack Integration & Reporting 

Personal Tax Return Services

Selling a home? Interested in real estate investing or a new side hustle? Do you have tax-related questions about high health care costs, stocks, donations, or your 401k? Multiply can help.

Individual Tax Return

$150

per month

Plan includes:

Tax Preparation and Filing

Your Tax-Related Questions
Answered Via Text or Email

Take Advantage of Investment and
Tax Savings Strategies

Individual with Schedule C

$250

per month

Everything in Individual, plus:

In-depth insights and personalized
tax strategies

Detailed recommendations for your
Schedule C business

S-Corp election advising

Choose the package that suits you best!

Choose the package that suits you best!

Core

Premium

Custom CFO

Monthly Bookkeeping

Business & Personal Tax Return

Reporting + Business Insight Email

Quarterly Business & Tax Insight Meeting

Dedicated Account Executive & Priority Response

Monthly KPI Analysis & Reporting

6x a year Business & Tax Insight Meeting

Books Closed by 15th of the Month

On Demand Multiply Tax Estimate

Custom Financial Reporting

Weekly Update Meetings

Annual Budgeting & Forecasting

Custom Built Tax Strategy

Plans and Pricing

We're Built to Meet the Tax and Accounting Needs of Small Business Owners

Plans and Pricing

We're Built to Meet the Tax and Accounting Needs of Small Business Owners

Accounting & Bookkeeping

We track and manage your financial transactions, ensuring accurate records and compliance with regulations.

Tax Planning and Preparation

We maximize your deductions and handle all tax preparation and filing for you, ensuring compliance and savings.

Fractional CFO Services

We provide financial strategy and advice, tailored to your small business’s unique needs and growth goals.

Accounting & Bookkeeping

We track and manage your financial transactions, ensuring accurate records and compliance with regulations.

Tax Planning and Preparation

We maximize your deductions and handle all tax preparation and filing for you, ensuring compliance and savings.

Fractional CFO Services

We provide financial strategy and advice, tailored to your small business’s unique needs and growth goals.

Accounting & Bookkeeping

We track and manage your financial transactions, ensuring accurate records and compliance with regulations.

Tax Planning and Preparation

We maximize your deductions and handle all tax preparation and filing for you, ensuring compliance and savings.

Fractional CFO Services

We provide financial strategy and advice, tailored to your small business’s unique needs and growth goals.

Getting Started

Here's What to Expect as a New Client

You’ll onboard with your Multiply Advisor, where we'll understand your  business and its financial landscape.

Our team of CPAs take over your bookkeeping and tax management tasks, ensuring complete regulatory compliance and proactively recommending tax strategies based on your business goals.

Your client portal and financial dashboard will keep you updated about your business's financial health.

We schedule regular check-ins at least every other month to review your finances and provide strategic advice.

You’ll rest easy knowing we're always here for you, just a call or a message away, for any additional queries or services.

How Multiply Stands Out

Tax and Accounting Expertise

Easy to Reach for Fast Answers

Services That Pay for Themselves

The Latest Tech and Integrations

Shared Ambition for Success

How Multiply Stands Out

Tax and Accounting Expertise

Easy to Reach for Fast Answers

Services That Pay for Themselves

The Latest Tech and Integrations

Shared Ambition for Success

How Multiply Stands Out

Tax and Accounting Expertise
Easy to Reach for Fast Answers
Services That Pay for Themselves
The Latest Tech and Integrations
Shared Ambition for Success

Your Success Is Our Success

A friendly, 30-minute call is the best way to get started. 

Schedule a Call

Schedule a Call

© 2025 Multiply Advisors. All rights reserved. | Multiply Advisors is not a CPA firm.

© 2025 Multiply Advisors. All rights reserved. | Multiply Advisors is not a CPA firm.

© 2025 Multiply Advisors. All rights reserved. | Multiply Advisors is not a CPA firm.