Finally, a CPA you can actually turn to
Clean books, proactive tax strategy, and a trusted advisor in your corner all year long, not just at tax time.
Here’s how we help real estate professionals stay organized, save more in taxes, and make smarter decisions all year long.
EVERY ENGAGEMENT
What every client gets, regardless of package
Before we do anything else, we build you a financial foundation. A system, a structure, and a way of doing things so that accounting is never a headache again.
Most real estate professionals don’t have financial infrastructure behind their business. No dedicated accounts, no receipt tracking, no clean process for capturing what comes in and goes out. They’re piecing it together at tax time and hoping nothing falls through the cracks.
When you become a Knit CPAs client, the first thing we do is fix that — permanently.
Dedicated account structure
We set you up with a dedicated business bank account and credit card so your personal and business finances are cleanly separated from day one.
Receipt capture & tracking
Every expense is documented, matched, and accounted for. No more shoebox receipts or missing deductions at year end.
Full bookkeeping handled
Bank statements pulled, transactions categorized, accounts reconciled every quarter. All handled in the background by our team.
Quarterly tax estimates
Every quarter you know exactly what you owe and when. No surprises, no scrambling, no underpayment penalties.
Personal & business tax returns
Your personal and business tax returns prepared and filed accurately at year end, made easier because we've handled the books all year.
Dedicated support meetings
At last one dedicated meeting per year to review your financials, answer questions, and make sure nothing is being missed.
Guaranteed response time
Every client has a dedicated response time so you're never left waiting when you need an answer.
Full system onboarding
We get you set up in our systems and processes from day one so everything runs smoothly and nothing fails through the cracks.
THE RESULT
You’re onboarded into a system with clear rules and procedures, so you know exactly what to do without having to think about it. From there, our team handles everything in the background. No back and forth, no chasing documents, no disruption to your day. Just an accounting structure that fits seamlessly into your everyday life.
FIND YOUR FIT
Which package is right for you?
Every client starts with the same financial foundation. Where you go from there depends on where your business is today.
Foundation
Getting your financial house in order
If you’re earlier in your journey or your active income hasn’t yet crossed $100,000, Foundation gives you everything you need to run your business the right way. Clean books, quarterly tax estimates, your returns filed, and a financial system built around your life, so accounting is never something you have to think about.
BEST FIT
You’re getting started, getting organized, or building toward the income level where aggressive tax planning creates real savings.
Most popular
Growth
Where the real tax savings live
Once your active income crosses $100,000 the game changes. Now there are real opportunities to reduce your tax liability, and the right strategy can save you more than you pay us. We move from compliance into proactive planning, executing strategies specific to your situation, and meeting quarterly to make sure you’re always in the best possible position.
BEST FIT
You’re earning over $100,000 in active income, ready to stop overpaying in taxes, and want a strategy that actually pays for itself.
Partner
For complex businesses or serious growth
The Partner package is for two types of clients. The first is someone whose business has grown complex, with multiple properties, frequent transactions, layers of accounting that need active management. The second is someone aggressively trying to grow who wants a CPA embedded in that process, forecasting cash flow, tracking KPIs, and helping make decisions backed by real numbers. Either way, you need someone in your corner every month.
BEST FIT
Your business is complex, growing fast, or both — and you need a true business partner, not just a CPA.
Your CPA might be great. But are they costing you money?
We get it. CPAs are one of the most trusted relationships in your life. They know your family, your history, your finances. Switching feels disloyal, even when you know something isn’t working.
But here’s the hard truth: a CPA who’s a great person and a reactive filer are not mutually exclusive. And if your CPA only shows up at tax time, skips the planning, and leaves money on the table year after year, being a good person doesn’t change what that’s costing you.
Most people think about their CPA in one number, which is what they pay. But the real number is what you pay your CPA plus what you overpay in taxes because of them.
Reactive CPA
File only
CPA fee
$1,000
Overpaid in taxes
$10,000
Real cost
$11,000
Knit CPAs
Proactive
CPA fee
$6,000
Tax savings
-$10,000
Real cost
-$4,000
PRICING
Simple, transparent pricing. Built around what you actually need
Choose the level of support that fits where your business is today. No contracts, no surprises — and if you’re not satisfied with our services, we don’t want you to pay for them.
Foundation
The essentials, handled. Organized, accurate, and done right.
- Bookkeeping & account reconciliation
- Quarterly financial reporting
- Quarterly income tax estimation
- Personal & business tax returns filed filed
- Annual support meeting
- 3 business day response time
Starting at $750 /Month
Growth
Where the ROI lives. Complete compliance off your plate, and a tax strategy that pays for itself.
- Everything in Foundation
- Proactive tax planning & strategy
- Document every position taken
- Payroll compliance
- Quarterly strategic meetings
- 2 business day response time
- 5 hrs IRS notice & audit support
- Annual video review — see exactly what we saved you
Most popular
Starting at $1,100 /Month
Partner
- Everything in Growth
- Cash flow forecasting & KPI tracking
- Power of attorney included
- Monthly strategic meetings
- 1 business day response time
- 10 hrs IRS notice & audit support
- Annual video review — see exactly what we saved you
No contracts. Cancel anytime. If you’re not satisfied with our services, we don’t want you to pay for them.
Ready to get started?
You’ve seen the packages, you know the pricing, and you know what’s included. The only thing left is a 30-minute conversation to confirm which level of support makes the most sense for where your business is today.
No pressure. No hard sell. Just an honest conversation about where you are and how we can help, by phone or Zoom, whatever works best for you.