Pricing & Packages
Fixed monthly accounting and advisory packages scaled to your business volume—with the support you need at every stage of growth.
Your approximate monthly expenses
Essentials
$799/mo
For businesses that want their finances handled accurately.
What's included
- Cloud bookkeeping with real-time access
- Monthly bank, credit card & merchant reconciliations
- Transaction categorization & expense tracking
- Corporate & sales tax preparation and compliance
- Dedicated client portal & email support
Most Popular
Core
$999/mo
For businesses that want to understand and improve their financial performance.
Everything in Essentials, plus
- Monthly P&L, Balance Sheet & Cash Flow reporting
- Controller guidance for cash flow & cost management
- Monthly inventory & cost of goods adjustments
- Royalty & marketing fund tracking
- Multi-location expansion planning
- Priority support & review schedule
Plus
$2,299/mo
For businesses that want a full financial function.
Everything in Core, plus
- Fractional CFO support & executive mentorship
- Profitability & margin optimization
- Financial forecasting & scenario planning
- Capital allocation & investment guidance
- Direct executive support channel
Common Questions
Your monthly package is based on your average monthly business spend and the level of financial support you need. As your business grows, your package scales with you.
Everything listed in your tier is included. No hourly charges, no extra invoices when you have a question, no surprises at year-end. If your needs grow beyond your current tier, that's a conversation we can have — not something you'll find on an unexpected invoice. Payroll, HR, and time tracking modules are available as add-ons and can be discussed during your consultation. Standard cloud accounting software is billed directly to you so you retain full ownership of your financial data.
Absolutely. Many clients start with Essentials and move to Core or Plus as their business grows and their needs evolve. We make transitions seamless.
We'll place you in the bracket that best fits your average monthly spend. If you're right on the line, we'll discuss which tier makes more sense for your situation.
During onboarding, we review your accounts to ensure sales tax and compliance requirements are properly configured for every jurisdiction where you operate.
Yes. Our Essentials tier is designed for businesses that want reliable financial operations without the complexity of higher-level advisory services. If you're not sure which tier fits, we'll help you figure that out during your consultation.
Not Sure Which Package Fits?
Tell us about your business and we'll help you find the right level of bookkeeping, financial oversight, and advisory support.