Plans starting at $199* Monthly

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Plans starting at $199* Monthly

|

Plans starting at $199* Monthly | Plans starting at $199* Monthly |

Plans & Pricing

Every business is different. Our plans are designed to meet you where you are,whether you're just getting started or ready for strategic growth.

Picking the right subscription plan depends on your business size and needs.

  • Micro

    STARTING AT $199 MONTHLY*

    Just getting started? Need clean books and a monthly financial snapshot without the complexity? The Micro Plan was built for you.

  • Small

    STARTING AT $500 MONTHLY*

    Making financial decisions based only on your bank balance? Struggling with cash flow or tax filings? Want to understand your business’s profitability and costs?

  • Medium

    STARTING AT $1000 MONTHLY*

    Are your sales rising but take-home pay isn’t? Hesitant to hire due to uncertain profits? Are banks rejecting your loan applications because of unclear financial reports? Do you need a strategic plan to grow your business?

  • Large

    STARTING AT $2000 MONTHLY*

    Considering expansion but need funding? Facing employee claims or risk management issues? Looking to achieve long-term goals or an exit strategy?

*Monthly subscription fee dependent on volume.

Compare plans

Microstarts at $199* Smallstarts at $500* Mediumstarts at $1,000* Largestarts at $2,000*
Bookkeeping
Vendor Payments (A/P)
Customer Invoicing (A/R)
Payroll
Reconciliations
Monthly Financial ReportsBalance Sheet, P&L, Cash Flow
Budgeting
Flux / trend analysis (BvA)
Corporate Practices
Risk assessment
HR risk & best practices
CFO+
Strategic planning & forecasting
Working capital
Due diligence
Staff Included
Accounting Clerk
Sr. Accountant / Acct. Manager
Controller
CFO

*Monthly fee depends on volume.

starts at $199/month*

Bookkeeping
Vendor Payments (A/P)
Customer Invoicing (A/R)
Payroll
Reconciliations
Monthly Financial ReportsBalance Sheet, P&L, Cash Flow
Budgeting
Corporate Practices
CFO+
Staff Included
Accounting Clerk
Sr. Accountant / Acct. Manager
Controller
CFO

starts at $500/month*

Bookkeeping
Vendor Payments (A/P)
Customer Invoicing (A/R)
Payroll
Reconciliations
Monthly Financial ReportsBalance Sheet, P&L, Cash Flow
Budgeting
Corporate Practices
CFO+
Staff Included
Accounting Clerk
Sr. Accountant / Acct. Manager
Controller
CFO

starts at $1,000/month*

Bookkeeping
Vendor Payments (A/P)
Customer Invoicing (A/R)
Payroll
Reconciliations
Monthly Financial ReportsBalance Sheet, P&L, Cash Flow
Budgeting
Flux / trend analysis (BvA)
Corporate Practices
Risk assessment
HR risk & best practices
CFO+
Staff Included
Accounting Clerk
Sr. Accountant / Acct. Manager
Controller
CFO

starts at $2,000/month*

Bookkeeping
Vendor Payments (A/P)
Customer Invoicing (A/R)
Payroll
Reconciliations
Monthly Financial ReportsBalance Sheet, P&L, Cash Flow
Budgeting
Flux / trend analysis (BvA)
Corporate Practices
Risk assessment
HR risk & best practices
CFO+
Strategic planning & forecasting
Working capital
Due diligence
Staff Included
Accounting Clerk
Sr. Accountant / Acct. Manager
Controller
CFO

*Monthly fee depends on volume.

Included in all plans

Guaranteed hours every month for bookkeeping AND strategic guidance

  • Meticulous record-keeping to support informed decision-making. Gain valuable insights into your financial performance.

  • Clear, accurate, and reconciled financial reports. Timely and accurate financial insights to inform strategic decisions.

Every plan includes accurate books, clear reporting, and dedicated support.

Specific services vary by plan. See the full comparison above.

Let's find the right fit.

Fill out the form and we'll be in touch within one business day.

What happens next?

  1. We review your business and goals

  2. We recommend the right plan

  3. We get you set up

No judgment.

Wherever your books are, we'll help you get clear, confident, and in control.

Get financial clarity in 30-Minutes

Our free 30-minute financial assessment helps business owners by analyzing financial health, identifying profitability opportunities, and exploring tax-minimizing strategies.

Let's acheive your business goals together.