Transparent, Value-Based Pricing
No surprises. Choose a package that matches your needs, or build a custom solution.
Starter
Essential bookkeeping for small businesses
Billed monthly
Ideal For
Startups and small businesses with under 100 monthly transactions
What's Included
- Monthly bookkeeping
- Bank & credit card reconciliation
- Basic P&L and Balance Sheet
- Transaction categorization
- Email support (1 business day response)
- Quarterly review calls
Growth
Complete financials for scaling businesses
Billed monthly
Ideal For
Growing businesses with 100-300 monthly transactions and payroll
What's Included
- Everything in Starter
- Accounts receivable/payable tracking
- Payroll liaison and recording
- Sales tax filing (up to 3 states)
- Custom KPI dashboard
- Monthly review calls
- Budget vs actuals reporting
Scale
Strategic finance for established companies
Billed monthly
Ideal For
Established businesses with complex structures or 300+ monthly transactions
What's Included
- Everything in Growth
- Rolling cash flow forecast (6 months)
- Annual budgeting and planning
- Quarterly strategy sessions
- Multi-entity consolidation
- Priority support
- Fractional CFO guidance
Add-On Services
Customize your package with additional services as needed
Historical Cleanup
Starting at $500
Multi-Entity Consolidation
$200-500/month
1099 Prep & E-File
$150
Inventory Tracking
$150/month
Audit Support
$150/hour
Pricing FAQs
How is pricing determined?
Pricing is based on your monthly transaction volume, number of entities, complexity of your business structure, and the services you need.
What's included in the base price?
Each package includes monthly bookkeeping, bank reconciliations, financial statements, and dedicated support. Higher tiers include additional services like AR/AP, payroll liaison, and strategic guidance.
Are there setup fees?
We may charge a one-time setup fee for cleanup or complex configurations. This is determined during your discovery call and clearly outlined in your proposal.
Can I change packages?
Yes! You can upgrade or downgrade your package with 30 days notice.
What's your cancellation policy?
We require 30 days written notice for cancellation. No long-term contracts—month-to-month service.
Get Your Custom Quote
Tell us about your business and we'll provide a fixed quote in 24 hours
Request a Quote