Essentials
From $499/ month
For solo operators and lean teams who need clean monthly books and a named bookkeeper.
- Monthly bookkeeping & reconciliation
- Dedicated bookkeeper
- Standard financial statements
- Email support (<24h response)
Pricing
Pick the chapter that matches where you are
Flat monthly rates based on volume and complexity. Every engagement starts with a free CPA call so the quote matches the work—not a guess.
Growth
From $899/ month
For businesses hiring, raising, or wrestling with complex AP and AR.
- Everything in Essentials
- AP & AR management
- Cash flow reporting
- Bi-weekly check-ins
- QuickBooks / Xero optimization
Executive
Custom
Fractional CFO partnership when you need forecast, board, and strategy alongside the books.
- Everything in Growth
- Fractional CFO advisory
- Board & investor reporting
- Financial modeling & forecasting
- Priority same-day support
Need catch-up bookkeeping or a custom scope? We offer project-based cleanup and industry-specific packages—ask during your free consultation.
“They give a lot for a very fair price.”
Flat rates are scoped on the discovery call so the number matches your volume—not a one-size list price. If Growth is more than you need, we say so.
Tell us where the books hurt.
A free CPA discovery call covers stack, volume, and whether Essentials, Growth, or Executive is the right next chapter. No pitch deck. A clear recommendation.