PRICING // A NEW BREED OF TAX AND LAW FIRM

The end of the
billable hour.

Done-for-you, for the price of do-it-yourself.

When you are afraid to call your accountant because the clock is ticking, you leave capital on the table. Uncaptured business deductions. Unpaid spousal labor. Retained earnings exposed to the highest marginal tax bracket.

Nimble & Cross ends the friction. Because our human experts are powered by an autonomous agentic engine, we deliver proactive, elite execution for the exact same cost as piecing it together yourself. Stop paying for time. Start capturing your upside.

SYSTEM ACCESS LEVELS // PLANS

The entire back-office. Scaled to your footprint.

We do not gatekeep expertise. Every client receives the full capability of the Nimble & Cross engine from day one. You only pay for the structural complexity you actually need to maintain.

[ YIELD: +20% ]
[ THE OPERATING CO ]

[ FOR: SINGLE ENTITY OPERATORS & SOLO OPERATORS ]

Full back-office execution for a single operating company. We run your daily books, treasury, and combined corporate and personal tax filings in one system, built for solo practitioners, creators, and owner-operators running a standalone business without parent or subsidiary layers.

$499 / month
[ ACTIVE ]Automated bookkeeping & daily book close
[ ACTIVE ]Cross-border treasury & spend cards
[ ACTIVE ]Corporate tax returns & cross-border compliance (CRA / IRS)
[ ACTIVE ]Personal tax filing & advisory
[ ACTIVE ]Continuous deduction mapping & sales tax automation
[ ACTIVE ]Cap table management & diligence data room
Initialize OpCo
[ THE CAPITAL STACK ]

[ FOR: CROSS-BORDER BUSINESSES & MULTI-ENTITY OPERATORS ]

Dual-entity architecture for cash-flowing businesses, e-commerce brands sweeping profits into a holding company, and cross-border teams building a Delaware-Canada structure from day one. We form parent holding companies, provide broker-dealer capital execution, and keep your books ready for lenders and investors.

$2,499 / month
[ ACTIVE ]Everything in The Operating Co
[ ACTIVE ]Holding company formation, Delaware cross-border setup & corporate governance
[ ACTIVE ]Automated profit sweeps, intercompany dividend routing & Delaware-Canada transfer pricing documentation
[ ACTIVE ]Working capital, debt facility & equity fundraising support
[ ACTIVE ]Forward-looking FP&A, cash flow forecasting & dynamic runway modeling
[ ACTIVE ]Proactive tax advisory, innovation credits & lender compliance
Deploy Capital Stack
[ THE GLOBAL MATRIX ]

[ FOR: MULTI-NATIONALS & DYNAMIC FAMILY OFFICES ]

Comprehensive architecture for owners operating global subsidiaries and multi-entity wealth structures requiring continuous maintenance and protection.

$6,249 / month

+ $500 / month per active corporate entity, trust, or shielded asset

[ ACTIVE ]Everything in The Capital Stack
[ ACTIVE ]Foreign subsidiary incorporation & cross-border tax regimes
[ ACTIVE ]Transfer pricing frameworks & intercompany agreements
[ ACTIVE ]Localized international payroll routing & foreign compliance
[ ACTIVE ]Dynamic trust maintenance, estate upkeep & asset rebalancing
[ ACTIVE ]Donor-Advised Fund (DAF) administration & M&A transaction readiness
Consult Architects

Not ready for an ongoing plan? These two run once, at a flat fee, with the same licensed oversight behind everything else on this page.

[ REGISTRATION & INCORPORATION ]

A one-time engagement to stand up your entity correctly from the start, in the US, in Canada, or across both.

$499 one-time
[ ✓ ]We incorporate in Delaware, federally in Canada, or as a cross-border structure, whatever actually fits how you operate.
[ ✓ ]Your 83(b) election gets filed before the deadline, not scrambled together after you have already missed it.
[ ✓ ]We structure your shares to stay eligible for Section 1202 in the US or QSBC treatment in Canada.
Start incorporation
[ CORPORATE TAX PREPARATION & FILING ]

A one-time engagement to prepare and file your corporate return, with every deduction and credit you qualify for actually claimed.

$999 one-time
[ ✓ ]We file your corporate return in the US, in Canada, or both, wherever you actually do business.
[ ✓ ]Our agents go through every transaction looking for every deduction and credit you qualify for, not just typing up what you hand them.
[ ✓ ]If past returns missed deductions or expenses, we can refile them and claim what you are owed.
Start tax filing

[ UNCHARTED TERRITORY ]

Don’t see a plan that fits? Tell us what’s broken.

Not every business fits neatly into a pricing tier. Maybe you are three years behind on your taxes. Maybe you have a complex cross-border partnership, or you need to urgently restructure before a liquidity event. We aren’t a standard company, and we don’t force you into a box. Write to us. A lead architect will read your email directly. If we can’t build the solution, we’ll tell you exactly who can.

Send us an email

THE FULL SYSTEM // FEATURES

Every department. Every plan. No upgrade required.

There is no higher tier that unlocks legal, banking, or wealth planning. If your structure needs it, the agent is already assigned and the human lead has already signed off on how it runs.

Incorporation & IPLEARN MORE
Entity formation & registered agent
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Corporate minute book maintenance
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Ongoing compliance monitoring & renewals
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Cap table initialization
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Multi-entity structuring & routing
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Treasury & BankingLEARN MORE
Multi-currency operating accounts
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
FX at wholesale rate, zero markup
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Corporate card issuance & spend controls
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Real-time runway & cash reporting
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Cross-entity treasury consolidation
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Bookkeeping & TaxLEARN MORE
Automated bookkeeping & expense categorization
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Personal & sole-prop tax filings
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Corporate tax returns
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Payroll reconciliation
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Cross-entity tax consolidation & routing
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Audit defense & representation
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Capital & FundraisingLEARN MORE
Non-dilutive & revenue-based financing access
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Diligence-ready data room
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Capital instrument drafting (SAFEs, debt, grants)
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Investor & lender KYC/AML clearance
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Post-close cap table & covenant monitoring
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Wealth & TrustLEARN MORE
Pre-liquidity-event tax modeling
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Trust & holding company structuring
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Donor-advised fund administration
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Cross-border wealth & profit repatriation
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
System & SupportLEARN MORE
Agentic advisory, always on
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Direct line to legal & finance leads
LEGACY[ BILLED HOURLY ]NIMBLE & CROSS[ INCLUDED ]
Dedicated account architecture
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]
Priority incident response
LEGACY[ UNAVAILABLE ]NIMBLE & CROSS[ INCLUDED ]

What scales with your plan is the number of entities you maintain, not which of these departments you are allowed to use.

In practice, most clients end up using every department. A tax filing turns up a restructuring opportunity. A restructuring opens a banking question. A raise needs the entity, the cap table, and the books all pointing at the same number. That’s why the five departments run as one system, not five separate invoices.

[ See Inside The Firm ]
FAQ // GETTING STARTED

Before you initialize.

01.Is the flat rate really flat?[ + ]

Yes. One infrastructure cost per month, not per call, per filing, or per question. The rate is scoped to your entity structure at signup and reviewed only if that structure changes materially.

02.What is not included?[ + ]

Litigation, M&A counsel, and one-off specialist work outside the standard scope are quoted separately, in writing, before any work starts. Everything on the capability grid above is covered by the flat rate.

03.What happens as I outgrow my current tier?[ + ]

You move up the day you need to. Corporate filings, payroll, cross-entity consolidation, and cap table management switch on as your structure grows. No re-onboarding, no new vendor, no history lost.

04.How do we migrate from our current firm?[ + ]

We onboard your existing entities, pull historical books and filings, and reconcile against what your current firm has on file. Most migrations complete inside two to three weeks.

05.What if I get audited?[ + ]

Audit defense is included, not billed as an incident. The agents that filed the return produced the working papers behind it, and our Head of Finance represents the filing directly. You do not hire outside counsel for this. It is already part of the system.

06.Is Nimble & Cross actually a law firm and an accounting firm, or just software?[ + ]

Both, and neither in the traditional sense. Nimble & Cross employs licensed lawyers and CPAs who design and sign off on every structure. What is different is what happens after that sign-off: agents handle the filings, reconciliations, and renewals that a traditional firm would staff with junior associates and bill by the hour.

07.Who is actually accountable if something goes wrong?[ + ]

Our Head of Legal and Head of Finance are. Every structure the agents deploy carries their sign-off, not a support queue you get routed through. If a mechanical error occurs, we correct it at our cost. For a judgment call made by our in-house professionals, the liability sits with our firm and our professional liability coverage, not with you.

08.How is this different from hiring a fractional COO or CFO?[ + ]

A fractional hire gives you one person’s attention, split across other clients, on business hours. Nimble & Cross gives you a licensed legal lead and finance lead who design your structure, backed by agents that execute continuously, at a flat cost that does not climb every time you need something done.

09.We are not a venture-backed startup. Does this still apply to us?[ + ]

Yes. Whether you are running a bootstrapped agency, a solo creator business, or a multi-entity group with operations in several countries, the same admin debt applies: filings, reconciliations, and renewals that pile up regardless of how you are funded. The structures we design flex to what you actually run, not to a single company shape.

10.How quickly can we actually get set up?[ + ]

Most clients are onboarded and have their first entity or account live within days, not the weeks a traditional engagement takes to get through intake and conflict checks. The agents start filing and monitoring the moment your structure is signed off, and keep running without you having to schedule a follow-up call.

11.What happens to our data and entity information if we ever leave?[ + ]

It is yours. You can export your full filing history, financial records, and entity documents at any time. Nothing about switching away from Nimble & Cross locks your own records behind our system.

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NIMBUS OS v2.0 · CHARTER CLIENT PROGRAM · 2026