Services & pricing

Clear pricing for every stage of your business.

Whether you need monthly bookkeeping, full advisory, or help catching up on years of back books, we have a package built for you.

Monthly service packages

Structured by complexity, transaction volume, bank accounts, and assets.

Tier 1 · Essentials

Essentials

$650/month

Solo operators & side businesses with a primary income.

Up to 75 transactionsUp to 3 accountsUp to 1 asset

Monthly bookkeeping & reconciliation (up to 3 accounts)
Monthly Profit & Loss statement
Basic expense categorization
1 asset tracking (equipment or vehicle)
Quarterly check-in call (30 min)
Email support (48hr response)

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Business Builder

$795/month

Growing businesses preparing for their next level.

Up to 150 transactions2–3 accounts1–2 assets + loans

Full reconciliation across all accounts
Monthly P&L + Balance Sheet
Asset & basic loan tracking
Light tax planning guidance
Business structure consultation
Monthly strategy call (45 min)
Priority email & text support

Book a Free Consult

Premium · CFO

Fractional CFO Advisory

From$2,500/month

Scaling businesses ready for real financial strategy.

3-month minimum

13-week cash flow forecast
KPI dashboard
Budget vs. actual reporting
Quarterly tax strategy
Monthly CFO meeting

Book a $750 CFO Strategy Session

Credited toward your first month.

Light plans for smaller clients

Simple, lower-cost options when you don't need a full monthly package.

Monthly Lite

$350/month

Light monthly bookkeeping for smaller businesses.

Quarterly Check-In

$595/quarter

Books caught up and reviewed once a quarter.

Annual Clean-Up & Close

$1,495/year

One year-end clean-up and close, tax-ready.

Add-ons

Add to any plan.

Payroll

$125/month

Up to 5 employees.

Compliance

$100/month

Sales/meals tax, annual report, 1099s.

One-time services

Get set up right or caught up fast.

Cleanup & Catch-Up

From$400one-time

Get behind books current and tax-ready.

QuickBooks Setup & Onboarding

From$500one-time

Chart of accounts, bank feeds, rules, workflow setup.

Cleanup & catch-up services

One-time engagements to get disorganized books and backed-up filings under control.

Cleanup & catch-up

From

$400

Scoped by months behind, accounts & complexity

Get your books back on track

Behind on books or facing unfiled returns? We clean up your records, then hand you off to the monthly plan that fits, so cleanup is the first step, not a dead end.

Months or years of catch-upUnfiled / amended returnsHand-off to a monthly plan

Get a cleanup quote

Final price scoped by months, accounts, and complexity.

Not sure which package fits?

Book a free consult and we'll recommend the right tier based on your business, transaction volume, and goals.

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