Simple, Transparent Pricing

One flat monthly fee covers your dedicated expert team, bookkeeping, and accounting support. No hourly billing, no surprise invoices.

Recommended

Foundation

Ideal for early-stage and growing companies.

$899 - $1,499

per month

For businesses $0.5M - $5M revenue

Daily bookkeeping managed by dedicated expert

Monthly bank & credit card reconciliation

Customized chart of accounts setup

Monthly P&L, Balance Sheet & Cash Flow

Expert-reviewed financial reports

Unlimited email & chat support

Secure client portal access

Accelerate

Operational finance for clean, compliant growth.

$1,500 - $3,000

per month

For businesses $5M - $20M revenue

Everything in Foundation, plus:

10 working-day GAAP close

Revenue recognition (ASC 606)

Accrual accounting & adjustments

Budget vs. actual analysis

Monthly advisory call with expert

Payroll, bill-pay & invoicing support

Management reporting packages

Enterprise

Fractional finance team without adding headcount.

$3,000 - $5,500

per month

For businesses $20M+ revenue

Everything in Accelerate, plus:

Dedicated Controller oversight

Board & investor reporting

Rolling 13-week cash flow forecasts

Custom budgeting & financial modeling

Audit & due diligence support

Multi-entity consolidation

Internal controls & approval workflows

All plans include:

Dedicated expert team

Unlimited email & chat support

Secure client portal

Year-end tax-ready bundle

Optional Add-On Services

Need something extra? These services can be added to any plan.

Historical Cleanup

Catch-up bookkeeping for messy or backlogged books

Starting at $1,500

Audit Support

Preparation and coordination for external audits

Starting at $2,500

Systems Migration

Migration to QuickBooks, Xero, or NetSuite

Starting at $1,000

Revenue Recognition Modeling

ASC 606 implementation and documentation

Starting at $2,000

Frequently Asked Questions

How do I know which plan is right for my business?

Choose based on your annual revenue and complexity. Foundation works well for businesses under $5M, Accelerate for $5M-$20M with growth needs, and Enterprise for $20M+ or VC-backed companies requiring controller oversight. Schedule a free consultation and we'll recommend the best fit.

Can I upgrade or downgrade my plan?

Absolutely. Your needs evolve, and so can your plan. Upgrade anytime as you grow—most clients move from Foundation to Accelerate within their first year. Downgrades take effect at the next billing cycle.

What's included in 'unlimited support'?

Every plan includes unlimited email and chat access to your dedicated expert team. Accelerate and Enterprise plans also include scheduled advisory calls. We respond within the same business day.

How quickly can you get started?

Most clients are fully onboarded within 30 days. We'll connect your accounts, clean up historical data, and deliver your first expert-reviewed financials within that timeframe.

Do you work with my existing accounting software?

Yes. We work inside QuickBooks Online, Xero, and can support NetSuite for Enterprise clients. Your data stays in your accounts—no proprietary lock-in.

What if I need services not covered by my plan?

We offer add-on services for things like historical cleanup, audit support, and systems migration. These are scoped and priced separately based on your specific needs.

Ready to Get Started?

Schedule a free consultation to discuss your needs and get a custom quote for your business.