Pricing

Predictable, transparent pricing—so you focus on growth, not billing surprises. Choose a one-time onboarding package, a flat monthly subscription, and add specialized services as you scale.

One Time Onboarding
Lay the foundation for seamless bookkeeping and advisory.

• Core Setup $500–$1,000
- Chart of accounts & system configuration
- Initial completeness review
- Basic report template setup

• Platform Integrations $750 per platform
- Shopify, Stripe, POS systems, CRMs, payroll providers

Monthly Subscription Plans
Four tiers designed to grow with your business. Each plan includes clearly defined deliverables at a fixed monthly rate.

Basic $400

1 - 3 accounts
Real-time bank & credit-card feeds
Transaction import & categorization
Monthly reconciliation & close reports
Quarterly performance call

Standard $695

Everything in Basic
4 - 6 accounts
Monthly performance call

Growth $995

Everything in Standard
7 - 9 accounts
Payroll coordination and withholding review

Growth - custom quote

Everything in Growth
10+ accounts
Bespoke deliverables tailored to your goals
KPI dashboards
Fractional CFO services (cash-flow forecasting, projections & variance analysis)
Dedicated CFO office hours

Need clean up or catch-up work?

Beyond our standard packages, we offer services to ensure your historical records are complete and your strategic planning is forthright. We will dig into your earlier records, straighten out any errors, fill in what’s missing, reconcile past transactions, and hand you a clear, reliable view of where you’ve been—so you can plan where you’re going. When you need high-level financial leadership—forecasting, variance reviews, or roadmap development—you can engage our founder on a flexible basis.

Need a tailored combination of services?

Reach out for a custom proposal that aligns with your goals.

Schedule a call