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
Specialized Services
Priced to your scope. Tell us what you need and we'll build a custom rate.
Employee Transition Coverage
Keep the work moving when a team member leaves or changes roles.
When an employee is terminated, takes a new job, or moves to another department, the work they handled doesn't stop. ProBooks 360 steps in to cover their daily financial and administrative tasks while you search for a replacement, so nothing falls through the cracks. Once you hire, we can train and hand off to your new employee, or you can keep us on as an ongoing contract partner.
What's Included
- Interim coverage of the departing employee's daily tasks
- Process review and written documentation of every duty we take over
- Bookkeeping, AP/AR, invoicing, payroll liaison, and reporting continuity
- Secure handover of system access, files, and open items
- Training and handoff to your new hire when they start
- Option to transition into a long-term contract role with ProBooks 360
Ideal For
Terminations, resignations, internal department moves, and extended leaves
Business Development Support
Turn your financials into a plan for growth.
Growth decisions are easier when the numbers are clear. We help you use your books to plan what's next, whether that's expanding, adding a new service line, raising prices, applying for financing, or landing bigger clients. You get the financial groundwork and reporting behind every growth move, prepared by people who already know your books.
What's Included
- Financial projections, forecasts, and budgeting
- Business plan financials for growth or expansion
- Loan, grant, and financing readiness packages
- Pricing, profit margin, and break-even analysis
- KPI dashboards to track growth goals
- Cost and feasibility review for new locations, products, or services
- Lead generation strategy to attract and qualify new clients
- Marketing strategy and budget planning tied to your growth goals
Ideal For
Businesses planning to expand, seek funding, or grow revenue
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.
How are Employee Transition and Business Development priced?
Both are quoted at a custom rate based on the scope of work, hours needed, and how long you need us. We review the tasks during a free discovery call and send a fixed proposal before any work begins.
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