SECTION ONE — Things we build.
Real software, shipped to production. Source code yours. Owned, not rented. Built to last past your first 1,000 customers.
i. Customer-Facing
| Service | Price |
|---|---|
| Firm Website with Services & Bios | $950 + |
| Landing Page (single, conversion-focused) | $450 + |
| Consultation Booking | $650 + |
| New Client Intake Form | $1,200 + |
| Online Store | $4,650 + |
| Customer Portal (orders, accounts, history) | $4,000 + |
| Tax Season Reminder & Workflow Engine | $2,650 + |
ii. Operations
| Service | Price |
|---|---|
| Practice Management Software (jobs, time, billing) | $7,500 + |
| Owner / Manager Dashboard | $4,350 + |
| Staff Mobile App | $8,500 + |
| Document & Workpaper Library | $3,000 + |
| Staff Capacity & Job Assignment | $2,650 + |
| Engagement Letter / 7216 Consent Generator | $1,200 + |
SECTION TWO — Things we connect.
Real engineering for the systems that actually run a business — not duct-tape automation that breaks on Black Friday.
iii. Accounting & Payments
| Service | Price |
|---|---|
| QuickBooks / Xero / Sage Integration | $2,650 + |
| Stripe / Square Payment Processing | $1,000 + |
| Payroll Integration (Gusto, ADP, Square Payroll) | $1,650 + |
| Subscription / Recurring Billing | $1,650 + |
| Invoice & Aging Automation | $1,650 + |
iv. Sales & Marketing
| Service | Price |
|---|---|
| Practice Management Integration (Karbon, Canopy, TaxDome, Aero) | $3,500 + |
| Email Marketing (Klaviyo, Mailchimp, ActiveCampaign) | $1,200 + |
| SMS Marketing (Twilio, Klaviyo SMS) | $1,000 + |
| Calendar & Booking Sync | $1,000 + |
| Customer Support Tools (Intercom, Zendesk, Front) | $1,650 + |
v. Industry-Specific
| Service | Price |
|---|---|
| Tax Software Integration (Drake, ProSeries, Lacerte, UltraTax) | $4,000 + |
| E-Signature Integration (DocuSign, HelloSign, Adobe) | $1,650 + |
| Bookkeeping Automation (Hubdoc, Dext, Bill.com) | $3,500 + |
| Payroll Integration (Gusto, ADP, Run Powered by ADP) | $2,650 + |
| Financial Planning Tools (eMoney, RightCapital, MoneyGuide) | $4,000 + |
SECTION THREE — Things that save time.
Customer service that runs after hours. Document drafting that writes itself. Models you own — fine-tuned on your business, not a generic chatbot pretending to know your industry.
vi. AI Tools
| Service | Price |
|---|---|
| Custom-Trained AI Model (your business, your voice) | $14,500 + |
| AI Voice Receptionist (intake, scheduling, FAQs) | $2,650 + |
| AI Chatbot (website, SMS, social) | $3,000 + |
| AI Quote / Estimate Generator | $5,000 + |
| AI Document Drafter (proposals, contracts, follow-ups) | $4,000 + |
| AI Customer Support Triage | $3,350 + |
vii. Workflow Automation
| Service | Price |
|---|---|
| Lead-to-Customer Automation | $1,200 + |
| Quote-to-Invoice Pipeline | $1,650 + |
| Recall / Re-engagement System | $750 + |
| Review Request Automation | $750 + |
| Appointment Reminders & No-Show Workflow | $750 + |
| Customer Feedback / NPS Loop | $750 + |
viii. Reporting
| Service | Price |
|---|---|
| Business Performance Dashboard | $2,000 + |
| Customer Lifetime Value Tracking | $1,650 + |
| Marketing Attribution & ROI | $1,650 + |
| Forecasting & Cash-Flow Projection | $2,000 + |
Accounting & Financial AI
| Service | Price |
|---|---|
| AI Document Categorizer (receipts → GL codes) | $3,500 + |
| AI Tax Return Pre-Reviewer (catch issues before filing) | $5,500 + |
| AI Client Communication Drafter (RMD letters, tax planning, etc) | $3,000 + |
| AI Anomaly Detector (unusual transactions, fraud flags) | $4,500 + |
| AI Tax Research Assistant (your firm's knowledge base) | $5,500 + |
| AI Financial Plan Draft Generator | $4,500 + |
| AI Cash Flow Forecasting for Clients | $3,500 + |
| AI Meeting Notes & Action Items (client meetings) | $1,500 + |
AI Agents & Productivity
| Service | Price |
|---|---|
| AI Knowledge Base / RAG System (your docs, your AI search) | $5,500 + |
| AI Email Triage & Auto-Reply | $2,000 + |
| AI Meeting Notes & Action Items | $1,500 + |
| AI Sales Outreach Personalizer | $3,000 + |
| AI Lead Qualification & BANT Scoring | $2,500 + |
| AI Receptionist (full voice + booking + handoff) | $4,500 + |
| AI Quote-to-Proposal Generator | $3,500 + |
| AI Voice Cloning (your owner's voice, your scripts) | $2,500 + |
| AI Video Avatar (talking-head explainer, marketing) | $3,500 + |
| AI Translation Engine (industry-specific terms) | $2,500 + |
| AI Data Extraction (PDFs / forms → structured data) | $3,000 + |
| AI Semantic Search (across your business data) | $3,000 + |
| AI Anomaly Detection (catch outliers in real time) | $3,500 + |
| AI Forecasting / Prediction Model | $5,500 + |
| AI Workflow Agent (multi-step task automation) | $6,500 + |
| AI Sentiment Analysis (reviews, support, social) | $2,000 + |
| AI Summarizer (long docs / calls → digest) | $1,500 + |
| AI Classification Engine (categorize anything at scale) | $2,500 + |
| AI A/B Testing & Optimization | $3,000 + |
| Open-Source LLM Self-Host (Llama, Mixtral, Qwen on your hardware) | $5,500 + |
| Custom Fine-Tuning on Your Data | $9,500 + |
| AI Compliance / Policy Checker | $5,500 + |
| AI Image Generation (branded, your style) | $1,500 + |
| AI OCR + Form Recognition | $2,500 + |
| AI Code / Contract Review Bot | $4,500 + |
SECTION FOUR — Things we harden.
The front counter matters as much as the cloud. Workstations that don't crash on a Friday night. Networks that pass an audit. A paper trail to prove it.
ix. Infrastructure
| Service | Price |
|---|---|
| Office / Front-of-House Workstations | $650 + per unit |
| Network Setup (segmented WiFi, business-grade firewall) | $1,000 + |
| Secure Data Migration | $1,000 + |
| On-Site IT Support | $100 / hr |
| Backup & Disaster Recovery | $1,000 + |
x. Security & Compliance
| Service | Price |
|---|---|
| Security Risk Assessment | $650 + |
| PCI-DSS Compliance Build (Payment Card Industry) | $1,000 + |
| Data Privacy & GDPR / CCPA Setup | $1,000 + |
| Policies & Procedures Pack | $650 + |
| Annual Security Training | $500 / yr + |
| Penetration Testing (web app, internal network) | $5,500 + |
| Zero Trust Architecture Build | $6,500 + |
| One-Login-For-Everything Setup (single sign-on) | $4,500 + |
| 2FA / MFA Deployment (Authy, Duo, hardware keys) | $1,500 + |
| Mobile Device Management (MDM — Jamf, Mosyle, Intune) | $3,500 + |
| Endpoint Protection Rollout (CrowdStrike, SentinelOne) | $2,500 + |
| Security Awareness Training Program | $1,500 + |
| Data Loss Prevention (DLP) Setup | $4,000 + |
| Bug Bounty Program Setup (HackerOne, internal) | $3,000 + |
| Secrets Management (Vault, Doppler, 1Password Secrets) | $2,000 + |
SECTION FIVE — Things we run.
Servers, networks, and the boxes everything actually runs on. Linux is the default — Windows or Mac if it fits.
Operating Systems & Servers
| Service | Price |
|---|---|
| Linux Server Setup (Ubuntu, Debian, Arch) | $1,500 + |
| Windows Server Provisioning & Hardening | $1,650 + |
| macOS Fleet Management (MDM, Jamf Now, Mosyle) | $1,000 + per device |
| Server Migration (cloud to cloud, on-prem to cloud) | $3,500 + |
| Server Hardening & Audit (CIS benchmarks) | $2,800 + |
| Containerization (Docker, Compose, Kubernetes) | $5,500 + |
| Linux Workstation Build (replace Windows for your team) | $1,000 + per workstation |
| Local AI Server (Ollama, vLLM, your own LLM running on-prem) | $5,500 + |
Self-Hosted Applications
| Service | Price |
|---|---|
| Nextcloud (file sync, calendar, contacts — replace Dropbox/G Drive) | $2,000 + |
| Vaultwarden (self-hosted password manager — replace 1Password) | $750 + |
| Mailcow / Mail-in-a-Box (self-hosted email server) | $2,500 + |
| Jellyfin / Plex (media server) | $1,000 + |
| Self-Hosted Project Management (Plane, Vikunja, OpenProject) | $1,500 + |
| Your Own CRM — yours outright, no per-user monthly fees | $2,000 + |
| Self-Hosted Analytics (Plausible, Umami — replace Google Analytics) | $1,000 + |
| Home Lab Design & Build (rack, UPS, networking, hypervisor) | $7,500 + |
Networking & Hardware
| Service | Price |
|---|---|
| Small Business Network Design | $2,000 + |
| Mesh WiFi Deployment (UniFi, eero Pro, TP-Link Omada) | $1,500 + |
| Firewall Setup (pfSense, OPNsense, UniFi Gateway) | $1,000 + |
| WireGuard / Tailscale VPN Rollout | $750 + |
| Site-to-Site VPN (multi-location) | $2,000 + |
| Server Rack Build-Out (rack, PDU, switches, patch panel) | $7,500 + |
| Custom Workstation Build (your specs, parts at cost + labor) | $750 + |
| Security Camera / NVR System (UniFi Protect, Reolink) | $2,500 + per location |
Domain, DNS & Email Deliverability
| Service | Price |
|---|---|
| Domain & DNS Setup (Cloudflare, Route53, NS1) | $250 + |
| Email Authentication (SPF / DKIM / DMARC) | $350 + |
| Cloudflare Setup & Tuning (caching, WAF, R2) | $550 + |
| Mailbox Migration (Google Workspace ↔ Microsoft 365) | $1,500 + |
| Bulk Domain Management & Renewals | $250 + |
Backup & Disaster Recovery
| Service | Price |
|---|---|
| 3-2-1 Backup Strategy & Build | $1,500 + |
| Cloud Backup Pipeline (Backblaze B2, S3, Wasabi) | $750 + |
| Disaster Recovery Drill & Runbook | $2,000 + |
| Bare-Metal Restore Testing | $1,000 + |
| Off-Site Backup Coordination (parents' house, second office, vault) | $500 + |
Things we automate.
Code that runs while you sleep. Browser bots, IoT, scrapers, scheduled jobs, the boring stuff.
| Service | Price |
|---|---|
| Browser Automation (Playwright, Puppeteer scripts) | $3,500 + |
| Web Scraping at Scale (compliance-aware) | $4,500 + |
| iOS Shortcuts Library (one-button workflows for your team) | $1,500 + |
| Mac Automator / Apple Script Workflows | $1,200 + |
| Bash / Python Automation Library | $2,000 + |
| Cron / Scheduled Job Library | $1,500 + |
| Automation Setup — the busywork does itself (Zapier, Make, n8n) | $1,500 + |
| Custom Voice Assistant (Alexa, Google, Siri Shortcuts) | $2,500 + |
| Smart Office (lighting, climate, locks, A/V) | $3,500 + |
| Home Assistant / OpenHAB IoT Build | $4,000 + |
| Email Auto-Reply & Triage Engine | $2,000 + |
| Calendar Bot (auto-scheduling) | $2,500 + |
| Lead Generation / B2B Prospecting Pipeline | $4,500 + |
| Competitor Monitoring & Alerting | $2,500 + |
| Price Monitoring (your products or competitors') | $2,500 + |
| Review Monitoring & Alerting | $1,500 + |
SECTION SIX — Things that keep you running.
Customers find you. The phone gets answered. The reviews keep coming. The system you trusted us to build keeps running long after launch day.
xi. Marketing & Growth
| Service | Price |
|---|---|
| Local SEO (city + industry specific) | $1,650 + |
| SEO & Content Retainer | $500 / mo + |
| Google Business Profile + Reviews Engine | $750 + |
| Industry-Specific Landing Pages | $650 + per page |
| Owner / Brand Personal Brand Build | $750 + |
| Email & SMS Marketing System | $750 + |
| Paid Ads (Google, Meta, LinkedIn) | $1,000 + 15% of spend |
| Short-Form Video Strategy & Production | $1,650 + |
xii. Coverage & Retainers
| Service | Price |
|---|---|
| After-Hours Receptionist | $850 + $300 / mo |
| Full-Time Receptionist | $3,500 + $600 / mo |
| Hosting Only (we keep your system online, no support) | $250 / mo |
| Walt Care · Business (hosting, monitoring, updates) | $850 / mo + |
| Full-Stack Partner Retainer | $2,500 / mo + |
| Marketing Retainer (SEO, content, ads management) | $850 / mo + |
SECTION SEVEN — Things you can just buy.
Stop scoping line by line. Three bundles, fixed price, fixed timeline.
Solo Practice Starter
$5,500
For solo CPAs, bookkeepers, or financial advisors launching in under 45 days.
Includes:
- Firm website with services & bios
- Consultation booking + new-client intake
- Secure client portal with e-signature
- Tax season reminder engine
- 60 days of Walt Care
Timeline: 5 weeks · You save: $1,300 vs à la carte
Growing Firm
$16,500
For 2-10 person firms ready to consolidate vendors and automate workflows.
Includes:
- Everything in Solo Practice Starter
- Practice management integration (Karbon, Canopy, TaxDome, or Aero)
- Tax software integration (Drake, ProSeries, Lacerte, or UltraTax)
- Bookkeeping automation (Hubdoc, Dext, or Bill.com)
- AI document categorizer
- 90 days of Walt Care
Timeline: 10 weeks · You save: $3,200 vs à la carte
Multi-Office Platform
$38,000
For multi-partner firms, RIAs, and financial planning groups with real volume.
Includes:
- Everything in Growing Firm
- Custom-trained AI on your firm's knowledge base
- AI tax return pre-reviewer
- Financial planning tool integration (eMoney, RightCapital, MoneyGuide)
- Multi-office dashboards
- 12 months of Walt Care
Timeline: 14-18 weeks · You save: $7,500 vs à la carte
EVERY BUNDLE INCLUDES. Written project plan, weekly demos, 30-day post-launch hyper-care, executed vendor agreements, audit-ready documentation, and full source-code ownership.
NET 30 TERMS. Available on any project over $2,000. Typical structure: 50% deposit on contract, balance due net 30 from delivery.