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Pricing

Whether you are launching or scaling, we meet you where you are and walk with you as you grow.

Plans

You can choose from our three structured plans based on where you are in your business, or create a custom plan with us if necessary. Pricing may vary based on amount of accounts, transactions, and complexity. Schedule a call with us to discuss your specific business needs and the best plan for you. For a more detailed breakdown of our plans, look at the Comparison Table.

Starter

Great for new or solo businesses that need assistance

Starting at

$275/month

Starter Plan includes:

Monthly Bookkeeping

Bank & Credit Reconciliation

Monthly Financial Statements

Email Support

Growth

Perfect for growing businesses that require more support

Starting at

$775/month

Growth Plan includes:

Everything in Starter Plan

Quarterly Consultations

Accounts Receivable & Payable, Fixed Asset Tracking

Executive

Ideal for businesses that want full-service financial management

Starting at

$1,100/month

Executive Plan includes:

Everything in Growth Plan

Budgeting & Forecasting

Dedicated Account Manager

Tax Prep Support

Custom

Have specialized needs that do not fit these plans? Create a custom pricing plan with us!

Add-Ons

Your business may not require a full plan at this moment, so we provide individual services that can fulfill your specific needs. Also, you can add-on these services to an existing plan if necessary.

Fractional CFO Services

Starting at

$2,000/month

High-level financial leadership and strategic guidance to support growth, profitability, and long-term decision-making.

Books Cleanup

Starting at

$1,000

​Review and correct historical financial records to ensure accuracy, organization, and compliance.

Payroll Processing

Starting at

$150 base + $5 per employee

Accurate and timely processing of employee wages, deductions, and payroll tax filings to avoid unnecessary fines.

QuickBooks Setup

Starting at

$500

Complete setup and customization of your QuickBooks Online account for efficient and accurate financial management.

1099 Preparation & Filing

Starting at

$100 base + $10 per contractor

Preparation and filing of 1099 forms to ensure compliance with contractor reporting requirements.

Business Strategy Session

Starting at

$250/hour

Focused consultation to evaluate your business goals, identify opportunities, and develop actionable growth strategies.

Full Comparison Table

Still unsure of what each plan means for your business? Here is a complete breakdown of the services included in each plan.

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You don't have to navigate your finances alone.

Schedule a free consultation and see how reliable, transparent financial support can help your business.

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