Simple, transparent pricing for straightforward businesses
This pricing applies only to owner-operated companies with single-entity structures, straightforward revenue streams, and standard bookkeeping needs.
Organizations with federal awards, multi-entity structures, compliance oversight, or complex reporting requirements receive custom proposals based on scope.
Monthly CFO Support & One-Time Projects
- Monthly bookkeeping & financial close
- Bank & credit card reconciliations
- Standard chart of accounts maintenance
- Tax-ready monthly financial statements
- Quarterly CFO review call
Ideal for owner-operators who need accuracy, consistency, and clean reporting.
Talk about Starter- Everything in Starter
- Monthly CFO strategy call
- Cash flow planning & forecasting
- Pricing & margin review
- Basic KPI dashboard
- Quarterly “what-if” scenario sessions
Best for owners making decisions about growth, hiring, or new service lines.
Talk about Core- Catch-up bookkeeping (1–12+ months)
- Transaction correction & account cleanup
- Bank, loan & credit reconciliations
- Pro forma financials (6–24 months)
- Pricing-for-profit analysis & breakeven views
Ideal for businesses needing a reset, preparing new offers, or planning ahead.
Discuss a projectHow pricing actually works
These numbers are typical starting points. Your final quote depends on three practical factors:
- Transaction volume — how much activity your business generates.
- Complexity — single vs. multiple revenue streams.
- Condition of your books — clean maintenance or full reconstruction.
We’ll walk through these together before you commit to anything.
What you’re really paying for
- Accurate, timely financials every month
- Peace of mind during tax season
- A clearer understanding of cash flow & margins
- CFO support for real-world decisions
The goal is simple: your improved clarity and pricing should more than pay for the service.
Common questions about pricing
Can I start small and upgrade later?
Yes — many clients begin with cleanup or Starter and shift into Core as they grow.
Is there a minimum commitment?
A 3-month runway helps establish structure and rhythm before we evaluate ongoing needs.
What if my books are in rough shape?
That’s common. Cleanup exists for exactly this reason — we’ll scope it based on how far behind and how complex things are.
Want to see where you fall in this range?
The quickest way to get specific is a 30–45 minute clarity call.
Schedule a Clarity Call