Pricing
Simple, Scalable Pricing for Your Business Finances
Our pricing is designed to be straightforward and scalable, giving you the bookkeeping and financial support you need without the overhead of hiring in-house. Whether you’re a small business or a growing firm, you’ll always know exactly what you’re paying for.
Choose the Plan That Fits Your Business
Bookkeeper
$
199
99
Monthly -
Set up QBO and link CCs and bank statements (one time charge of 500)
-
Gather source documents a few days after month end
-
Reconcile bank accounts
-
Reconcile credit cards
-
Review match and post transactions
-
Reconcile asset and loan statements
-
Tie payroll to payroll reports and 941s and W-3
-
Prepare preliminary trial balance
-
Review financial smts with owner(s)
-
Prepare final TB for the period
-
Close books
Controller
$
699
99
Monthly -
Set up QBO and link CCs and bank statements (one time charge of 500)
-
Gather source documents a few days after month end
-
Reconcile bank accounts
-
Reconcile credit cards
-
Review match and post transactions
-
Reconcile asset and loan statements
-
Tie payroll to payroll reports and 941s and W-3
-
Prepare preliminary trial balance
-
Review financial smts with owner(s)
-
Prepare final TB for the period
-
Close books
-
Manage AR and invoicing
-
Manage AP and invoicing
-
Prepare annual budget
-
Inventory management
-
Prepare actual to budget reports
CFO
$
999
99
Monthly -
Set up QBO and link CCs and bank statements (one time charge of 500)
-
Gather source documents a few days after month end
-
Reconcile bank accounts
-
Reconcile credit cards
-
Review match and post transactions
-
Reconcile asset and loan statements
-
Tie payroll to payroll reports and 941s and W-3
-
Prepare preliminary trial balance
-
Review financial smts with owner(s)
-
Prepare final TB for the period
-
Close books
-
Manage AR and invoicing
-
Manage AP and invoicing
-
Prepare annual budget
-
Inventory management
-
Prepare actual to budget reports
-
Assist with planning strategic initiatives
-
Review actual to budget reports and strategic initiatives with client
-
Assist with implementing strategic initiatives
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