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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Talk With Our Team and Find the Right Fit

Every business has unique needs, and we’re here to make sure you get the right level of support. Schedule a free consultation with our team, and we’ll walk you through your options, answer your questions, and help you find a bookkeeping solution that fits your goals and budget.