Free: 25-Point Bookkeeping Health Check
Book a Call
Pricing

Fixed monthly fees, quoted up front.

No hourly billing, no discovery-call pricing games. Pick the tier that matches where your business is, and the quote we give you on the call is the price you pay.

Foundation

from $500/mo

Bookkeeping & monthly accounting for businesses that need clean, current books without hiring in-house.

  • Monthly close in QuickBooks Online or Xero
  • Bank, credit card, and payment-processor reconciliations
  • AP & AR tracking and categorization
  • Monthly P&L, balance sheet, and cash summary
  • Dedicated bookkeeper with senior review
Start with Bookkeeping
Most popular

Growth

from $1,000/mo

Controller oversight for businesses that have outgrown basic bookkeeping and need disciplined closes.

  • Everything in Foundation
  • Full accrual accounting and adjusting entries
  • Books closed by the 10th, every month
  • Management report pack with variance notes
  • Chart of accounts and process cleanup
Add Controller Oversight

Scale

Contact us

A fractional CFO plus the full finance stack underneath: books, close, forecasts, and board-ready reporting.

  • Everything in Growth
  • Rolling financial forecasts and budgets
  • 13-week cash-flow forecast, updated weekly
  • KPI dashboard and board/investor pack
  • Monthly strategy call with your CFO
Talk to a CFO

Catch-Up & Cleanup

Fixed one-time quote

Behind on your books? We review the damage, give you a fixed quote, and bring every month current.

Fixed quote after a free books review. Priced by months behind and transaction volume.

How cleanup works

Business Valuation

Custom quote

Independent valuations for fundraising, 409A/ESOP, transactions, and financial reporting. Custom fixed-fee quote after a short discovery call.

Get a Valuation Quote

Run a CPA firm?

Dedicated white-label seats and flexible-hour blocks, scoped on a partner call, plus an independent valuation bench for your clients.

See the rate card
What's Included

Every plan includes:

Regardless of tier, these are the terms we work on.

Dedicated Team Member

A named bookkeeper or accountant who learns your business, not a ticket queue.

Senior Review

Every close and every deliverable passes a senior reviewer before it reaches you.

Plain-English Notes

Reports come with a walkthrough note you can read in minutes, not accounting jargon.

US-Hours Overlap

A daily overlap window with US business hours for questions, calls, and reviews.

Your Tools, Your Data

We work in your QuickBooks or Xero file with view-only bank access. You keep the keys.

NDA as Standard

Confidentiality is contractual from day one, before any data moves.

FAQ

Frequently asked questions

Everything you need to know about pricing and terms.

Fixed monthly fee based on your tier, transaction volume, and complexity. The price we quote after the discovery call is the price you pay. No hourly billing, no surprise invoices.
Mainly transaction volume, number of accounts and entities, and whether you need accrual adjustments, payroll sync, or inventory tracking. We scope all of this on the discovery call before quoting.
Catch-up and cleanup is a fixed one-time quote based on how many months are behind and the transaction volume. We quote it after a free books review, before any work starts.
Yes. Most clients start at bookkeeping and add controller or CFO support as they grow. Moving up is immediate; moving down takes effect at the next billing cycle.
Subscriptions are billed monthly in advance. One-time projects like cleanup or valuations are 50% to start and 50% on delivery.
Monthly plans are month-to-month after the first quarter. We keep clients with clean books and fast closes, not lock-in clauses.
Yes. NDA as standard, view-only bank access wherever possible, and role-based access inside your accounting file. Your data stays in your tools, under your accounts.
Valuations are custom fixed-fee quotes, scoped on a short discovery call. The drivers are purpose (409A vs. M&A vs. financial reporting), complexity, and timeline. Request a quote and you will have a fixed price within one business day.
No. We keep your books tax-ready and coordinate with your CPA or EA at filing time, but we do not prepare tax returns or give legal advice.

Get your exact number.

Book a free 30-minute call. We will scope your situation and give you a fixed monthly price on the spot.

Book Your Free Consultation