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.
Start Diagnostic & Onboarding
Clarity and Confidence in Your Finances
Choose the bookkeeping level that's right for your business stage.
How Our Onboarding & Scope Verification Works
Every business is unique. To ensure fair and equal pricing across all clients, our rates are calculated using a point and fee scale based on your actual transaction volume, connected accounts, and reporting needs.
Step 1: Base Tier Selection & Initial Deposit – Selecting a package below secures your onboarding spot and covers your initial Financial Diagnostic Review plus your first month’s base service.
Step 2: Diagnostic Review & Scope Scoring – During onboarding, our team conducts a full review of your accounting history and operational activity to score your account scope accurately.
Step 3: Rate Confirmation & Alignment – Because business activity varies, most clients receive a tailored custom rate after review. Any scope adjustments or catch-up requirements are presented and confirmed on your Diagnostic Review Call before your second month’s charge takes effect.
Note: Initial payments are applied directly toward your onboarding and first month’s accounting services. All adjustments follow our scoring model to guarantee transparent, equal pricing across our client network.
📌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.
Executive Package Details
Executive Membership Features ( For Out of Scope Business)
1. High-Touch Executive Support & Leadership
Fractional CFO Advisory: Dedicated executive guidance to translate financial statements into growth strategies, liquidity management, and capital planning.
Executive Board-Ready Financial Decks: Polished, executive-level financial reporting packages, custom variance analyses, and strategy presentation decks designed for stakeholders and board meetings.
Strategic Scenario & Capacity Modeling: Predictive modeling to test rate changes, strategic hiring, multi-location expansions, and new service offerings before execution.
Direct Executive Strategy Sessions: Dedicated monthly or quarterly strategy calls to evaluate performance against industry benchmarks and key growth targets.
2. Enterprise Accounting & Advanced Multi-Entity Management
Multi-Entity & Intercompany Oversight: Streamlined accounting for complex corporate structures, including parent-subsidiary tracking, multi-class allocation, and intercompany eliminations.
Full-Charge Bookkeeping & General Ledger Integrity: Comprehensive management of high-volume transactions, complex bank reconciliations, and continuous ledger auditability.
Departmental & Class Cost Center Tracking: Detailed P&L tracking broken down by department, location, line of business, or specific revenue stream.
Multi-Jurisdictional Compliance Management: Continuous monitoring, state-by-state filing coordination, and sales tax tracking across multiple regions.
3. Dedicated Operational Finance & Scale
Full-Scope AP/AR Management: Active vendor payment schedules, bill pay processing, automated invoice generation, and aggressive receivables tracking to accelerate cash flow.
Payroll & Compensation Ledger Coordination: Seamless synchronization of multi-state or complex payroll systems with general ledger tracking for full labor cost transparency.
Priority Support SLA & Fast-Track Turnaround: Direct priority access for specialized financial requests, custom reporting, and immediate executive inquiries.
Custom Key Metric & KPI Dashboards: Real-time visibility into unit economics, profit margins, run-rate velocity, and customized operational performance indicators.
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.
Help center
Got a question?
Get your answer
Quick answers to questions you may have. Can't find what you're looking for? Get in touch with us.
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.
We adhere to strict confidentiality protocols to safeguard all client information.