PRICING

Accounting & Advisory Solutions

The prices shown are estimates. We provide a formal proposal after a discovery call so we can understand your unique situation.

basic

KNOW YOUR NUMBERS EVERY MONTH SO YOU CAN GROW WITH CONFIDENCE

Plan Starts at:

$500 / mo

OUTCOMES

  • Reliable monthly financials you can actually use.

  • Confidence your books are accurate and always management, audit, and investor ready.

  • Clear visibility into what you owe and what you're owed.

  • Less stress each month.

SERVICES

  • Recording Business Transactions

  • Monthly Account Reconciliations

  • Asset Tracking & Management

  • A/R and A/P Analysis

  • Monthly Cash Basis Financials

FEATURES

  • Transactions Processed Monthly

  • Financials by 20th of the Month

core

TURN FINANCIALS INTO VISIBILITY: BETTER CASH FLOW, SMOOTHER OPERATIONS, AND FEWER SURPRISES

Plan Starts at:

$1,400 / mo

OUTCOMES

  • Better cash visibility so you can jump on opportunities.

  • Cleaner processes around paying bills and collecting revenue.

  • Financials that match how all successful businesses operate.

  • Monthly guidance to understand what the numbers are telling you.

SERVICES

  • Everything in Basic +

  • Quarterly Advisory Meeting

  • Cash Flow Forecasting

  • GAAP Financials (Accrual)

  • Payroll Oversight

  • Bill Pay & Invoicing

  • Monthly Video Analysis

  • Business Tax Return Filing

FEATURES

  • Dedicated Success Manager

  • 24 Hour Response Time

  • Transaction Processed Monthly

  • Financials by 15th of the Month

premium

HAVE A CFO PARTNER IN YOUR CORNER TO STRATEGICALLY HELP GROW YOUR BUSINESS TO NEW HEIGHTS

Plan Starts at:

CUSTOM PRICING

OUTCOMES

  • A clear strategic plan for building more profitability and cash flow.

  • Dynamic budgets and KPI's that show what to focus on each month.

  • Data-driven modeling to drive better decisions and resource deployment.

  • Stronger systems and fewer financial blindspots as you scale.

SERVICES

  • Everything in Core +

  • Monthly CFO Advisory Meeting

  • Budget Development

  • Trend Analysis

  • Tech Stack Optimization

  • Customized KPI's & Reporting

  • Financial Modeling

  • Internal Control Oversight

  • Annual Strategic Tax Planning

FEATURES

  • Dedicated Access to your CPA/CFO

  • VIP Team Chat Access

  • Same Day Response

  • Transactions Processed Weekly

  • Financials by 10th of the Month

  • Access to VIP Community

Limited Slots Available

COMPANY

CUSTOMER CARE

CUSTOMER CARE

NEWS

LEGAL

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