Transparent Pricing

Choose the plan that fits your business stage.

The Essentials

$100/Monthly

For Solopreneurs

  • Bank & Credit Card Reconciliation Training
  • Advisory on Accounts Payable & Receivable
  • Monthly Q&A with a CPA via Email
  • Payroll Advising
  • Quickbooks Online setup available (additional fee)
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Most Popular

Growth Partner

$599/Monthly

For Small Businesses

  • Transaction Volume: Up to 300 per month
  • Full-service support for growing teams
  • Monthly bank & credit card reconciliations
  • Accounts payable: Entry or Bill pay
  • Accounts receivable: Entry only
  • General ledger maintenance (cash or accrual)
  • Payroll: Entry or processing
  • Supports 3 or fewer employees (using QuickBooks Payroll)
  • Monthly financial statements provided
  • Tax filing preparation assistance
  • 1099 tracking & reporting
  • 1099 filing fees are extra
  • Monthly Q&A with a CPA via Email
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Outsourced CFO

$999/Monthly

For Established Businesses

  • Transaction Volume: over 300 per month
  • Ideal for high-volume businesses
  • Configure bank accounts and QBO
  • Monthly bank reconciliations
  • Monthly credit card reconciliations
  • Accounts Payable entry
  • Bill payment services
  • Accounts Receivable entry
  • Full invoicing services
  • General Ledger maintenance
  • Payroll entry
  • Payroll processing (4+ employees)
  • QuickBooks Payroll integration
  • Monthly financial statements
  • Tax filing preparation assistance
  • 1099 tracking
  • 1099 reporting
  • 1099 filing fees extra
  • Financial statement analysis
  • Trend analysis & reporting
  • Priority support
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