Services & Pricing Overview
Services & Pricing Overview
Embedded Files
Transparent monthly retainer packages, optional add-ons, and customized advisory solutions.
Transparent monthly retainer packages, optional add-ons, and customized advisory solutions.
Starter
Starter
$200/mo
$200/mo
Ideal for solo entrepreneurs, side hustles & early-stage micro businesses.
Ideal for solo entrepreneurs, side hustles & early-stage micro businesses.
Up to 40 monthly transactions
1 Bank or credit card reconciliation
Monthly profit & loss statement
Cash basis bookkeeping
Standard email support
Standard
Standard
$350/mo
$350/mo
Designed for growing small businesses with steady activity.
Designed for growing small businesses with steady activity.
Up to 100 monthly transactions
Up to 3 bank/credit card accounts
Monthly P&L & balance sheet
Payroll journal entry recording
Quarterly financial review call
Professional $500/mo
Professional $500/mo
For established companies needing full accrual insights.
For established companies needing full accrual insights.
Up to 250 monthly transactions
Up to 5 bank/credit card accounts
Accrual basis & month-end close
Basic AR/AP
Up to 5 additional account reconciliations
Executive
Executive
$800+/mo
$800+/mo
High-volume scaling business requiring CFO oversight.
High-volume scaling business requiring CFO oversight.
Up to 500 monthly transactions
Unlimited financial accounts
Full AR/AP & bill pay management
Custom KPI & Cash Flow Dashboard
Monthly financial review call
Add-On Services
Add-On Services
Payroll Processing
Payroll Processing
+$150/mo
+$150/mo
Full execution & filings
Full execution & filings
Full A/P or A/R Processing
Full A/P or A/R Processing
+$200/mo
+$200/mo
Payments, recons/tracking & collections
Payments, recons/tracking & collections
Custom Work & Special Projects
Custom Work & Special Projects
Tailored engagements quoted individually based on complexity, scope of work, and historical backlog
Tailored engagements quoted individually based on complexity, scope of work, and historical backlog
- Historical cleanup/catchup
- Quickbooks/software migration/implementation
- Audit support & tax readiness
- Fractional CFO/controller & budgeting
Page updated
Report abuse