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SERVICES & PRICING

Starter Plan

Perfect for solopreneurs and startups

Starting at $499/month

  • Monthly bookkeeping (up to 2 bank/credit accounts)

  • Categorization & reconciliation

  • Monthly Profit & Loss and Balance Sheet

  • Email-based financial support

  • QuickBooks Online access

  • Organized year-end financials for your CPA or tax professional

Growth Plan

Built for growing businesses with more moving parts

Starting at $899/month

Everything in Starter, plus:

  • Up to 4 bank/credit accounts

  • Accounts payable & receivable tracking

  • Budget vs. actuals reporting

  • Payroll coordination with your provider

  • Cash flow insights

  • Monthly check-in call

  • Light catch-up bookkeeping (up to 2 months/year)

  • Support for cash-to-accrual conversion for better financial visibility

Premium Plan

Your outsourced accounting department

Starting at $1,500/month

Everything in Growth, plus:

  • Custom financial dashboards (Excel/Tableau)

  • Forecasting and strategic budgeting

  • Capital asset tracking & depreciation schedules

  • Internal controls review

  • Full audit preparation support

  • Quarterly financial strategy calls

  • Communication & coordination with your CPA

  • Risk advisory insights from a Certified Fraud Examiner (CFE)

  • Consolidated financial reporting for multi-entity businesses

  • Cash to accrual basis conversion and accounting treatment support

  • Compilation of financial statements in compliance with GAAP

➕ Add-On Services

⏱ Hourly Services

Customize your support as your business grows.

  • Catch-up bookkeeping (prior months or years) — Priced by scope

  • QuickBooks setup or cleanup — $750–$1,500

  • Tax prep coordination (you choose the CPA) — $300 flat

  • Dashboard creation & automation — from $500

  • Internal control assessments — Custom quote

  • Forensic or fraud investigation — Available by engagement

  • Financial statement compilation services — Custom quote

Some projects don’t fit into a monthly plan — and that’s okay. We offer hourly support for specialized work or one-time needs.

Hourly rates start at $125/hour.
 

Typical hourly projects include:

  • QuickBooks cleanup

  • Financial dashboard design

  • Budget or forecast creation

  • Internal control or fraud risk review

  • Short-term catch-up bookkeeping

  • Cash-to-accrual accounting conversion

  • Consolidation of financial statements for multi-entity clients

 

Not sure if your project is hourly or fixed-fee?
We’ll guide you through the best approach during your free consultation.Some projects don’t fit into a monthly plan — and that’s okay. We offer hourly support for specialized work or one-time needs.

 

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Not Sure What You Need?

We offer free consultations to help you find the right fit — or create a custom package that works for your unique business.

Let’s build your financial foundation the right way.

GET IN TOUCH

Contact Us Today

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