Simple, Transparent Pricing
Choose the plan that fits your business stage. All plans include a dedicated team and month-to-month flexibility.
Essentials
Core bookkeeping and compliance for early-stage businesses.
$499/mo
- Monthly bookkeeping
- Bank reconciliation
- Monthly financial statements
- Expense categorization
- 1099 contractor management
- Dedicated bookkeeper
- Visual MIS dashboards
- Custom reporting
- CFO advisory calls
- Strategic tax planning
Most Popular
Growth
Full-service accounting with dashboards and advisory check-ins.
$999/mo
- Monthly bookkeeping
- Bank reconciliation
- Monthly financial statements
- Expense categorization
- 1099 contractor management
- Dedicated bookkeeper
- Visual MIS dashboards
- Custom reporting
- CFO advisory calls
- Strategic tax planning
Scale
Enterprise-grade CFO services, custom reporting, and strategic planning.
$1999/mo
- Monthly bookkeeping
- Bank reconciliation
- Monthly financial statements
- Expense categorization
- 1099 contractor management
- Dedicated bookkeeper
- Visual MIS dashboards
- Custom reporting
- CFO advisory calls
- Strategic tax planning
Find Your Ideal Plan
Answer three questions and we'll recommend the right tier for your business.
Feature Comparison
See exactly what's included in each plan.
| Feature | Essentials | Growth | Scale |
|---|---|---|---|
| Monthly bookkeeping & close | |||
| Bank & credit card reconciliation | |||
| Monthly P&L, Balance Sheet, Cash Flow | |||
| Accounts payable & receivable | |||
| 1099 contractor management | |||
| Dedicated bookkeeper | |||
| Visual MIS dashboards | |||
| Custom KPI reporting | |||
| Revenue recognition | |||
| Multi-entity consolidation | |||
| Monthly CFO advisory calls | |||
| Board deck preparation | |||
| Strategic tax planning | |||
| Fundraising financial support | |||
| Budgets & forecasting |
Frequently Asked Questions
Everything you need to know about our pricing and services.
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle, and we'll handle the transition seamlessly.
We support QuickBooks Online, Xero, Ramp, Brex, Mercury, Stripe, and many more. Our team will handle the setup and ongoing reconciliation across all your connected platforms.
No long-term contracts required. All plans are month-to-month. We earn your business every month through quality work and timely delivery.
Our onboarding process takes 14 days from sign-up to full operation. We handle all the setup, tool connections, and historical data migration during this period.
If your business grows beyond the typical range for your current tier, we'll reach out to discuss upgrading. We'll never surprise you with overage fees.
Sales tax compliance and state filings are included in the Growth and Scale tiers. For Essentials, this can be added as a supplemental service.
Ready to Get Started?
Book a free audit and discover which plan will transform your financial operations.
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