Thoughtful Transparent Pricing / Packages
We don't believe in one-size fits all pricing
Every business is different - but most clients fall into one of the ranges below based on complexity, size, and level of support needed.
ESSENTIAL MONTHLY BOOKKEEPING CLARITY
Essential Bookkeeping
Essential Bookkeeping
Essential Bookkeeping
Best for simple, stable businesses under $1 Million in revenue and less than 80 transactions per month
Plan includes:
- QuickBooks Maintenance
- Reconciliations
- Monthly Financials
Starting at: $800/month
Growth Bookkeeping
Essential Bookkeeping
Essential Bookkeeping
Ideal for small growing businesses between $1 Million and $1.5 Million in revenue and up to 200 transactions per month
Plan includes:
- Package includes everything in Essential Bookkeeping plus
- Accrual Bookkeeping & Accounting
- Monthly Review Call
- A/R & A/P Management
- Sales Tax Coordination
Starting at: $1,200/month
Advanced Bookkeeping
Essential Bookkeeping
Advanced Bookkeeping
Priority support for complex operations with up to $1.75 Million in revenue and up to 350 transactions per month
Plan includes:
- Package includes everything in Growth Bookkeeping plus
- Job Costing
- Class Tracking
- Accruals
- Advanced Monthly Reporting
Starting at: $1,800/month
GROWTH and CONTROL - FRACTIONAL CFO
CFO Core
CFO Strategic Partnership
Growth CFO
CFO Essential Elements - For small growing businesses ready to improve cash flow and decision-making.
Plan includes:
- Monthly Financial Review Meeting
- Cash Flow Tracking & Insight
- Strategic Guidance
Starting at: $2,500/month
Growth CFO
CFO Strategic Partnership
Growth CFO
Best for businesses needing cash flow planning, forecasting, job profitability, and regular financial guidance.
Plan Includes:
- Everything in CFO Core plus
- Rolling Forecasts
- Pricing Analysis
- Quarterly Planning
- Monthly Financial Review Strategy Meeting
Starting at: $3,500/month
CFO Strategic Partnership
CFO Strategic Partnership
CFO Strategic Partnership
Best for growing businesses needing ongoing CFO-level leadership, systems, reporting, planning, and decision support.
Plan Includes:
- Everything in Growth CFO package plus
- Executive Level Financial Leadership
- Weekly Advisory Support
- Expansion Planning
Starting at: $5,000/month
BUNDLED PACKAGES
Growth Bundle
Executive Bundle
Growth Bundle
Growth Bookkeeping and CFO Core (*Discounted Bundle)
Starting at: $3,150/month
Scale Bundle
Executive Bundle
Growth Bundle
Advanced Bookkeeping and CFO Growth
(*Discounted Bundle)
Starting at: $4,500/month
Executive Bundle
Executive Bundle
Executive Bundle
Advanced Bookkeeping and CFO Strategic Partnership
(*Discounted Bundle)
Starting at: $5,800/month
ONE-TIME and PROJECT SERVICES
Project-Based Services
Project-Based Services
Project-Based Services
- QuickBooks cleanup
- Accounting system setup
- SOP creation
- Cash Flow Model
- Budget Building
- Special financial projects
Custom quote based on scope.
Optional Add-Ons
Project-Based Services
Project-Based Services
- Profitability by project and/or client reporting
- Fractional CFO: Forecasting and Planning Package
- Inventory and/or COGS Review
- Managed Payroll Services
Custom quote based on scope.
What It Truly Provides
This isn't just about keeping your books in order
It's about creating:
- Clear, dependable, financial insight
- More confident, informed decisions
- Stronger Cash Flow and Profitability
- A business that feels organized and in control
Why Work with Us
- Personalized service tailored to your unique needs.
- Experienced professionals dedicated to your success.
- Proven results that speak for themselves.
Ready to take the next step?
Contact us and discover what we can do for you.
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