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Pricing

Transparent monthly pricing —
built for your business.

Three plans that scale with your transaction volume and complexity. Final pricing confirmed during your free consultation — no surprises.

Pricing

No one size fits all.
Services built for your business.

Transparent monthly pricing that scales with your transaction volume and complexity. All plans include your .

Pricing scales based on monthly transaction volume and business complexity.

Essentials
Clean & Tax-Ready
Starting at  $350/mo
Core bookkeeping that keeps your books clean and tax-ready year-round.
✓Transaction categorization
✓Account reconciliation
✓Monthly financial statements
✓Year-end close & tax-ready books
✓Secure client portal & document storage
Most Popular
Financial Control
Clarity & Accountability
Starting at  $650/mo
Everything in Essentials plus deeper reporting, cash flow visibility, and quarterly strategy.
✓Everything in Essentials
✓Custom KPI dashboard
✓Monthly financial summary
✓Quarterly performance review call
✓Budget vs. actual reporting
✓Cash flow summary
✓Dedicated receipt management system
CFO Partner
Your Financial Co-Pilot
Starting at  $1,500/mo
Your financial co-pilot — forecasting, hiring decisions, growth planning, and strategy built into every month.
✓Everything in Financial Control
✓Cash flow forecasting
✓Scenario modeling & projections
✓Owner compensation planning
✓Strategy sessions
✓Priority support

Need a lighter commitment?

If monthly plans don’t fit your budget right now, we also offer quarterly engagements tailored to your needs. Let’s talk and find the right fit for your business.

Add-on services

Additional services — priced separately

Available as standalone or bundled with any monthly plan.

✓Book cleanup & catch-up
✓Financial reporting & KPI dashboards
✓Payroll processing
✓Tax planning
✓1099 & W-2 filing
✓Budgeting & forecasting
✓Tax prep & filing
✓Cash flow analysis
✓CFO advisory support
✓QuickBooks setup & optimization
🛡️
Risk-Free Onboarding Guarantee
We clean up and organize your books within 30 days — or your first month is free. We stand behind our process.

Pricing scales based on business needs and complexity. Final pricing confirmed during your free consultation.

Ready to get started

Not sure which plan fits?
Let's talk it through.

Free 15-minute consultation. We'll look at your setup, recommend the right plan, and give you a straight quote.

Book free consultation →