Pricing
Transparent, Scalable Pricing
Choose the package that fits where your business is today — and grow into the next phase when you're ready.
How many transactions does your business process per month?
Drag to find your tier. Prices update automatically below.
Less than 100 transactions
Bookkeeper Package
Phase 1 — Data entry & transaction management
Starting at*
$299/ month
- Transaction recording & categorization
- Chart of accounts setup & maintenance
- Bank & credit card reconciliations
- Accounts payable data entry
- Accounts receivable data entry
- Digital receipt & document management
- Month-end close support
- Secure file sharing access
- Unlimited communication (24–72 hr turnaround)
Accountant Package
Phase 2 — Financial reporting & compliance
Starting at*
$549/ month
- Monthly financial statements (P&L, balance sheet, cash flow)
- Tax-ready financials & year-end prep
- Sales tax calculation & filing*
- Payroll processing (up to 5 employees)
- 1099 preparation & filing*
- Quarterly financial review
- Liaison with your CPA or tax preparer
- Month-end close
- Unlimited communication (24–48 hour turnaround)
Controller Package
Phase 3 — Oversight, accuracy & internal controls
Starting at*
$999/ month
- Financial statement review & analysis
- Budget vs. actual variance reporting
- Internal controls assessment
- Job costing & project profitability tracking
- Multi-entity or multi-location bookkeeping
- Payroll processing (up to 15 employees)
- Sales tax calculation & filing*
- Monthly review call
- Dedicated account manager
CFO Package
Phase 4 — Strategy, forecasting & growth
Starting at*
$1,999/ month
- Cash flow forecasting & scenario planning
- Annual budgeting & financial modeling
- KPI dashboard & custom reporting
- Fundraising & investor-ready financials
- Debt & equity financing support
- Vendor & contract negotiation advisory
- Bi-weekly CFO strategy calls
- Annual tax planning consultation
Accounting Department Package
Phase 5 — Full outsourced accounting team
Custom
- Dedicated bookkeeper, accountant & CFO team
- Unlimited payroll employees
- Forensic accounting & audit support
- Real estate accounting
- Full AP/AR department management
- Same-day response SLA
- Onboarding & system migration support
- Custom integrations & workflow automation
* Prices shown are starting estimates. Final pricing may vary based on transaction volume, account complexity, number of accounts, and scope of service.
Build Your Custom Plan
Mix and match packages and individual services across multiple entities to get an accurate estimate before your consultation.
* Prices shown are starting estimates. Final pricing may vary based on transaction volume, account complexity, number of accounts, and scope of service. Additional costs may apply for sales tax calculation and filing and 1099 preparation and filing.