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
Pricing is cumulative. Package may be combined, and each selected Package is priced separately and added to your total plan per entity.
Bookkeeper Package
Phase 1 — Data entry & transaction management
Pricing at*
$299/ month
- Monthly transaction categorization
- Chart of accounts setup & maintenance
- Bank & credit card reconciliations
- Accounts payable tracking
- Accounts receivable tracking
- Monthly bookkeeping status report
- Uncategorized & missing-information follow-up
- Books maintained and ready for month-end reporting
- Unlimited communication (24–72 hr turnaround)
Accountant Package
Phase 2 — Financial reporting & compliance
Pricing at*
$549/ month
- Monthly financial statements (P&L, balance sheet, cash flow)
- Month-end close
- Balance Sheet Reconciliation
- 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
- Unlimited communication (24–48 hour turnaround)
Controller Package
Phase 3 — Oversight, accuracy & internal controls
Pricing at*
$999/ month
- Financial statement review & analysis
- Budget vs. actual variance reporting
- Balance Sheet Reconciliation
- Loan Analysis & Debt Reporting
- Internal controls assessment
- Job costing & project profitability tracking
- Multi-Entity & Multi-Location Management*
- Payroll processing (up to 15 employees)
- Sales tax calculation & filing*
- Monthly review call
- Dedicated accounting team
- Unlimited communication (24–48 hour turnaround)
CFO Package
Phase 4 — Strategy, forecasting & growth
Pricing at*
$2,499/ month
- Multi-Entity & Multi-Location Financial Oversight*
- 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
- Unlimited communication
Services marked with an asterisk * and or () may be subject to additional fees based on service requirements and complexity.
Build Your Custom Plan
Mix and match packages and individual services across multiple entities to get an accurate estimate before your consultation.
See the Results Our Clients Are Achieving
View Success Stories →* Prices shown are starting estimates when you build your custom plan. 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.