Flexible pricing
Flexible pricing plans.
Any scale.
Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
Clarity and Confidence in Your Finances
Choose the bookkeeping level that's right for your business stage.
📌How to Choose Your Plan
⚡Have Confidence In Your Choice
Here’s the simplest way to think about it:
Essentials → “Keep my books clean and tax-ready”
- Growth → “Help me understand my business and financials”
- Strategic → “Help me make better business decisions and grow my business intentionally”
Select a package below to view its specific features and what's included.
Select a package below to view its specific features and what's included.
Essentials Package Details
Starting at $900/month
For business owners who just need clean, accurate books — nothing more, nothing less.
✔️ What’s Included
- Monthly bookkeeping (bank + credit card reconciliation)
- Up to 1 business entity
- Up to 2 accounts total
- Up to 150 transactions/month
- Monthly financial statements:
- Profit & Loss
- Balance Sheet
- Monthly close and categorization
- CPA-ready books at year end
📌 Best for:
- New or simple businesses
- Solopreneurs
- Low transaction service businesses
This is for you if:
- You just want your books handled correctly
- You don’t need reporting or analysis
- You want to stay organized for tax season
🚫 Not Included
- Cash flow reporting or forecasting
- Advisory or strategy support
- KPI dashboards or performance analysis
- Payroll management
- Accounts payable/receivable tracking
👉 This is compliance + clean books only.
Growth Package Details
Starting at $1500/month
For business owners who want to finally understand what their numbers are doing.
What’s Included
- Everything in Essentials, plus:
- Up to 3 accounts
- Up to 300 transactions/month
- Monthly KPI summary (what’s working / what’s not)
- Cash flow overview (where money is coming and going)
- Monthly review call (30–45 min)
Focus:
- Understanding your financial performance
- Tracking profitability trends
- Maintaining clean, organized books across growing operations
Best for:
- Growing service businesses
- Multi-account operations
- Businesses starting to hire or scale
This is for you if:
- You’re growing and things feel harder to track
- You want clarity on profit, cash flow, and expenses
- You’re starting to hire or scale operations
Not Included
- Forecasting models or scenario planning
- Custom dashboards
- Investor or lender reporting packages
- Strategic advisory planning
- Deep financial decision consulting
👉 This is clarity and control — not strategy.
Strategic Package Details
Starting at $3,000/month
For established businesses that want CFO-level insight, forecasting, and financial decision support.
✔️ What’s Included
- Everything in Growth, plus:
- Up to 2 business entities
- Up to 8 accounts
- Up to 500 transactions/month
- Monthly CFO strategy session (60 min)
- Quarterly planning session
- Profit margin + cost analysis
- Basic 3-month cash flow forecasting
- Decision support for:
- pricing
- hiring
- expansion
- profitability
📊 Focus:
- Turning financial data into decisions
- Improving profit margins and cash flow
- Preparing for lenders, investors, and scaling
📌 Best for:
- Established businesses
- Multi-entity operations
- Companies preparing for expansion or investment
This is for you if:
- Your business is stable and scaling
- You’re making money but want to keep more of it
- You need help deciding what to do next, not just what happened
🚫 Not Included
- Unlimited meetings or advisory access
- Unlimited custom reporting requests
- Unlimited entity expansion
- On-demand financial modeling
- Real-time CFO availability
👉 This is financial leadership, not bookkeeping.
Package ADD-ONS (Available when you scale)
Only applied when complexity increases beyond package scope:
- Additional entity: $300/month
- Additional rental property: $25–$50/month
- Payroll (advanced): $150–$300/month
- Accounts payable/receivable: $150/month each
- Investor/lender reporting: $250–$750/month
- Forecasting model build: $500–$2,000 project
- Cleanup / catch-up bookkeeping: Custom Quote
⚡ Upgrade Anytime
As your business grows in complexity, your plan can scale with you automatically — so your financial systems always match your operations.
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Our consulting optimizes strategies for sustainable growth and improved financial performance.
We blend expertise with personalized approaches, focusing on client-centric solutions.
Yes, our solutions cater to diverse industries, customized to meet unique needs.
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