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Built for where you are and where you're going.

Flat monthly packages built around deliverables - not hours. Every tier includes a dedicated team, accurate books, and a senior advisor who knows your business.
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Four tiers. One relationship.

We designed our packages to meet businesses at every stage. From the founder who just needs the books handled, to the scaling company that needs a CFO in the room. Each tier builds on the last. You get everything in the tier below, plus more.

  • FOUNDATION

    $575+/mo

    Start

    • Core features

    • Core Bookkeeping

    • AP/AR, Payroll

    • Month-end Reporting

    • Best for: Small businesses needing accurate books and monthly reports

  • INSIGHT

    $1,275/mo

    Start

    • All foundation features plus

    • Controller

    • Baseline Forecasting

    • System Oversight

    • Best for: Companies needing better reporting, forecasting & oversight

  • GROWTH

    $2,650/mo

    Start

    • All insight features plus

    • 1-year forecast

    • KPIs

    • Cash flow

    • Monthly planning

    • Best for: Growing businesses and funded startups needing planning

  • SCALE

    $3,975/mo

    Start

    • All growth features plus

    • 5-year forecast

    • Stratrgic Roadmap

    • Advanced Modeling

    • 24/7 support

    • Best for: Scaling companies, growth-stage startups & strategy-led firms

All packages are flat monthly retainers. No hourly biling. No surprise invoices. Pricing is adjusted based on business growth, transaction volume, or scope changes. All engagements are month to month.

Want to compare everything side by side?

Download the Feature Matrix

Clear answers. No surprises.

Find straightforward answers to common questions about our pricing, billing, and services. We’re here to help you make informed decisions.

How is pricing determined?

Our pricing is based on the scope and complexity of your business needs. We offer flexible packages tailored to the level of support required, whether it’s bookkeeping, accounting, or CFO services.

Are there any setup fees?

We do have one-time set up fees based on the package of services you select.

Can I change my plan later?

Yes, you can upgrade or downgrade your service plan at any time. Simply contact our team to adjust your service level as your business needs evolve.

How does billing work?

Billing is handled on a monthly basis. You’ll receive a detailed invoice each month outlining the services provided and the corresponding charges.

Need something outside your package?

No problem. Ad hoc and out-of-scope work is billed separate with your approval in advance. Out-of-scope rates are defined in your engagement letter so there are never surprises.

Not sure which tier is right for you?

Get Started

That's exactly what our first conversation is for. Tell us about your business and where you're feeing the friction. We'll help you figure out what makes sense.