Clear, range-based pricing designed for businesses of all sizes — from single-location operators to multi-state enterprises. No hidden fees. No surprise invoices. No long-term contracts.
For small businesses needing clean books and reliable monthly reporting.
For multi-location, inventory-heavy, or rapidly scaling businesses.
For businesses needing full financial oversight and strategic guidance.
30 minutes. Based on your industry, size, and goals. No pressure, no obligation.
ALL PLANS INCLUDE YOUR DEDICATED SPECIALIST. NO LONG-TERM CONTRACTS REQUIRED.
| Starter | Growth | Controller | |
|---|---|---|---|
| Monthly P&L / Balance Sheet | |||
| Weekly reconciliations | |||
| AR/AP tracking | |||
| Multi-entity reporting | — | ||
| Inventory & COGS tracking | — | ||
| Cash flow forecasting | — | ||
| Budgeting & financial modeling | — | — | |
| KPI dashboards | — | — | |
| Monthly strategy sessions | — | — | |
| Investor-ready reporting | — | — | |
| STARTING PRICE | $850/mo | $1,500/mo | $3,500/mo |
Higher monthly transaction counts require more reconciliation time — this is the most common driver of price within a tier.
Multi-entity structures, inventory tracking, multi-state payroll, and complex revenue streams all influence scope and pricing.
Businesses needing catch-up bookkeeping or significant cleanup will have a one-time setup fee before moving to a monthly plan.
During your free consultation, we assess your industry, size, revenue, and current systems to recommend the right tier — no upselling, no pressure.
We publish transparent ranges, but your exact price is tailored to your business model, transaction volume, and complexity.
Yes — we serve all industries nationwide, including healthcare, technology, real estate, construction, e-commerce, and professional services.
No long-term contracts. All services are month-to-month. You stay because we deliver results, not because you're locked in.
Data migration, cleanup, platform setup, workflow automation, and a custom chart of accounts — all completed within your first 30 days.
We complement your CPA. We handle bookkeeping, payroll, and tax strategy; your CPA handles year-end filing — or we can handle that too.
Most clients are fully onboarded within 5 business days of their discovery call.