Pricing & Packages
Clarity. Confidence. Control.
Running a business means juggling a lot, but your finances shouldn’t be one of the stressors.
We help you stay organized, profitable, and prepared for what’s next.
Whether you need clean books, better insights, or a financial partner in your corner, our plans are built to grow with you.
Plans That Grow With You
Transparent, scalable bookkeeping and advisory solutions for clarity and confidence.
Basic - Get organized
$349/month
For freelancers, solopreneurs, or new businesses (under 100 transactions/month) who need to get their bookkeeping basics covered.
Solid Bookkeeping Foundation:
- Monthly transaction categorization & reconciliations
- Monthly financial statements
- Quarterly review calls
- Email support
Essentials - Scale confidently
$649/month
For growing businesses (100–300 transactions/month) or multi-channel operations that need extra support.
Enhanced Support for Growth:
- Everything in Basic
- Payroll journal entries & support
- Monthly review calls
- Priority Email support
Advisory - CFO-Level Insight
$1549/month
For established businesses that want CFO-level guidance without a full-time CFO.
Your Outsourced Finance Partner:
- Everything in Essentials
- Custom chart of accounts
- Custom KPI dashboard with strategic insights
- Cash flow projections (3-6 months)
- Quarterly tax-ready package for your CPA
Note: The listed prices are typical for many small businesses. Your rate may vary based on your transaction volume, industry, or specific needs. Don’t worry! We’ll provide a personalized quote after your free consultation.