services & pricing

Find your fit.

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

Foundation

Virtual Accounting Department

from $575
/mo

Best for small businesses that need accurate books, organized finances, and reliable monthly reporting

  • Monthly bookkeeping and
    bank reconciliations
  • Accounts payable and accounts receivable
  • Customer invoicing
  • Payroll processing and sales tax filings
  • Month-end financial reporting
    (P&L, balance sheet)
  • Accounting system setup and maintenance
  • QuickBooks Online management
One-time startup fee: $250
Contact us
insight

CFO Oversight & Analysis

from $1,275
/mo

Best for companies that need better visibility with oversight, dashboards, and a quarterly CFO touchpoint.

  • Everything in Virtual Accounting Department
  • Custom KPI design and tracking dashboard
  • Monthly financial review meeting
  • Quarterly financial goal-setting and action plans
  • Accounting systems oversight
  • Month-end close with trended reports
  • 1-year cash flow projections
One-time startup fee: $500
Contact us
scale

CFO Strategy & Growth

from $3,975
/mo

Best for scaling companies, growth-stage startups, and strategy-led firms that need executive-level financial leadership.

  • Everything in CFO Analysis & Planning
  • 5-year financial modeling and scenario planning
  • Strategic business roadmap and planning
  • Lender and investor package preparation
  • Due diligence support
  • Board or investor meeting attendance
  • Entity structure and tax strategy coordination
  • Dedicated CFO point of contact
One-time startup fee: $500
Contact us
See the full feature matrix
All four packages side by side — 30+ deliverables across bookkeeping, reporting, forecasting, and strategy
Compare packages
out-of-scope work

Need something outside your package?

Ad hoc and out-of-scope work is billed separately at stated rates, with your approval in advance.

Bookkeeping overages
$80 / hour
Account management & CFO advisory
$125 - $225 / hour
Out-of-scope rates are defined in your engagement letter so there are never surprises.

Ready to get your finances off your plate?

Start with a free conversation. We'll learn about your business, walk you through what makes sense for your situation, and give you a clear picture of what working together would look like.