PricingPricing
Pay-As-You-Go
- Dedicated Accountant
- Best for on-call bookkeeping and projects
- Fast and Easy Setup
Bookkeeping
- Dedicated Accountant
- Monthly and Weekly Accounting
- Cash or Accrual Basis
- Monthly Financial Reports
Bookkeeping + Tax
- Dedicated Accountant
- Business & Personal Tax Preparation
- Monthly and Weekly Accounting
- Monthly Financial Reports
Pay-As-You-Go
- Dedicated Accountant
- Best for on-call bookkeeping and projects
- Fast and Easy Setup
Bookkeeping
- Dedicated Accountant
- Monthly and Weekly Accounting
- Cash or Accrual Basis
- Monthly Financial Reports
Bookkeeping + Tax
- Dedicated Accountant
- Business & Personal Tax Preparation
- Monthly and Weekly Accounting
- Monthly Financial Reports
Bookkeeping + Tax
- Dedicated Accountant
- Business & Personal Tax Preparation
- Monthly and Weekly Accounting
- Monthly Financial Reports
Fractional CFO
- Dedicated CFO & FP&A Analyst
- Monthly or Quarterly CFO Meeting
- Forecasting & Budgeting
- Dashboards, KPIs, Strategic Planning
Pricing Plans
Choose the plan that fits your stage—from on‑call bookkeeping to full‑stack finance leadership. Upgrade or pause anytime.
Pay-As-You-Go
Best for on-call bookkeeping and projects
- ✓Dedicated Accountant
- ✓Fast and Easy Setup
Bookkeeping
Monthly books and financials
- ✓Dedicated Accountant
- ✓Monthly and Weekly Accounting
- ✓Cash or Accrual Basis
- ✓Monthly Financial Reports
Bookkeeping + Tax
All-in-one: books and tax prep
- ✓Dedicated Accountant
- ✓Business & Personal Tax Preparation
- ✓Monthly and Weekly Accounting
- ✓Monthly Financial Reports
Fractional CFO
Finance strategy & insights
- ✓Dedicated CFO & FP&A Analyst
- ✓Monthly or Quarterly CFO Meeting
- ✓Forecasting & Budgeting
- ✓Dashboards, KPIs, Strategic Planning
Compare plans
| Feature | Pay‑As‑You‑Go | Bookkeeping | Bookkeeping + Tax | Fractional CFO |
|---|---|---|---|---|
| Dedicated Accountant | ✓Yes | ✓Yes | ✓Yes | —N/A |
| Dedicated CFO & FP&A Analyst | —No | —No | —No | ✓Yes |
| Setup | Fast and Easy | Guided onboarding | Guided onboarding | Discovery & kickoff |
| Accounting cadence | On‑call | Monthly & Weekly | Monthly & Weekly | —Varies |
| Cash or Accrual basis | —Not included | ✓Yes | ✓Yes | —N/A |
| Monthly financial reports | —Not included | ✓Yes | ✓Yes | —N/A |
| Business & Personal Tax Prep | —No | —No | ✓Yes | —N/A |
| CFO meeting cadence | —No | —No | —No | Monthly or Quarterly |
| Forecasting & Budgeting | —No | —No | —No | ✓Yes |
| Dashboards & KPIs | —No | —No | —No | ✓Yes |
| Price | $18 + $140/hr | Starting at $350/mo | Starting at $550/mo | Starting at $1500/mo |
Not sure which plan fits?
Tell us about your business and we’ll recommend the right plan in minutes.
Do you have any questions?
We’re here to help you with all your accounting, tax, and financial needs. Whether you’re unsure about compliance, need strategic advice, or want to streamline your processes, our expert team is ready to guide you. Contact us today and get clear, reliable answers.
It depends on your needs. If you require occasional bookkeeping or project-based support, our Pay-As-You-Go option offers flexibility without a long-term commitment. For ongoing accounting needs, our Bookkeeping or Bookkeeping + Tax plans provide consistent monthly support. If you need strategic guidance and high-level financial oversight, our Fractional CFO service is the ideal choice.
Yes! We understand that business needs change. You can upgrade, downgrade, or switch between plans at any time, ensuring you only pay for the services you actually need.
We can get you onboarded in as little as 48 hours. Our team will set up your systems, assign your dedicated accountant or CFO, and start delivering services right away.
We work with leading software like QuickBooks, Peachtree, ERP systems, and custom solutions, ensuring compatibility with your existing tools. Our team also guides you in choosing the most efficient platform for your business.
No. All our pricing is transparent and upfront. You’ll only pay the agreed amount for your selected plan, with no surprise fees or extra costs.
