Pricing
Fixed fees. No surprise invoices.
You know the number before the work starts, and it doesn't move because a month got busy. Every plan starts with a free financial diagnostic.
Starter
For new businesses that need their books set up right from day one.
$200per month
- Monthly bookkeeping & reconciliation
- Up to 2 financial accounts
- Basic profit & loss statement
- Quarterly 20-minute check-in
- Email support
Essentials
For solo owners and early-stage companies that need clean, current books.
$450per month
- Monthly bookkeeping & reconciliation
- Profit & loss and balance sheet
- Up to 3 financial accounts
- Quarterly 30-minute review call
- Email support within 1 business day
Growth
RecommendedOur most-chosen plan: full bookkeeping plus proactive tax planning.
$1,250per month
- Everything in Essentials
- Close by the 10th business day
- Up to 10 financial accounts
- Annual written tax strategy memo
- Quarterly estimate projections
- Monthly 60-minute advisory call
Partner CFO
Fractional CFO leadership for teams scaling past $5M in revenue.
$3,400per month
- Everything in Growth
- 13-week rolling cash forecast
- Driver-based budget & scenario models
- Board and lender reporting packages
- Loan packaging included
- Weekly leadership touchpoint
Custom
A scope built around your business — multi-entity, cleanup projects, or one-off advisory.
On requesttailored engagement
- Multi-entity or multi-location books
- Historical cleanup & catch-up work
- One-off tax or financing projects
- Custom reporting for investors or lenders
- Dedicated engagement manager
FAQ
Questions owners ask before signing
Not sure which plan fits?
Tell us your revenue, account count, and biggest headache. We'll recommend a tier — even if it's the cheapest one.
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