Simple, Transparent Pricing
Enterprise-grade financial operations for less than one employee's salary. No hidden fees, no long-term contracts.
Foundation
Clean Books, Zero Headaches
$497/mo
Ideal for: Solo operators, startups, side businesses under $500K revenue
Monthly bookkeeping (up to 150 transactions)
Bank & credit card reconciliation
Monthly P&L + Balance Sheet
QuickBooks Online management
Email support (48-hour response)
Annual 1099 filing (up to 10 contractors)
Most Popular
Growth
Financial Clarity for Scaling Businesses
$1,197/mo
Ideal for: $500K–$2M revenue businesses with employees or complex needs
Everything in Foundation, plus:
Up to 400 transactions/month
Accounts payable & receivable management
Payroll processing (up to 10 employees)
Cash flow statement
Quarterly financial review call (1 hour)
Sales tax filing (1 state)
AI-powered transaction categorization
Client portal with real-time dashboard
Control
Controller-Level Oversight
$2,497/mo
Ideal for: $2M–$5M revenue, multiple entities, or investor-backed companies
Everything in Growth, plus:
Unlimited transactions
Payroll (up to 25 employees)
Multi-entity or multi-location bookkeeping
GAAP-compliant financial statements
Monthly controller review & variance analysis
Multi-state sales tax compliance
Job costing / departmental reporting
Bi-weekly check-in call
CFO Partner
Executive Finance Without the Executive Salary
$4,997/mo
Ideal for: Businesses $5M+ or preparing for funding, acquisition, or rapid growth
Everything in Control, plus:
Fractional CFO services (8 hours/month)
Annual budget + cash flow forecast
KPI dashboard & board reporting
Scenario modeling & strategic planning
Tax strategy sessions (quarterly)
Bank relationship support
Investor-ready financials
Priority phone + video support
Add-On Services
Customize your plan with additional services as needed.
Book Cleanup / Catch-UpStarting at $997(one-time)
Business Tax Return (S-Corp/LLC)$1,200–$2,500/year
Personal Tax Return$450–$900/year
Payroll Only$197/month
Sales Tax Filing (additional states)$75/state/month
CFO Hours (beyond tier)$200/hour
Software Setup & Migration$500(one-time)
Pricing FAQ
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