Simple, Transparent Pricing
No hidden fees. No surprises. Just straightforward pricing that scales with your business.
Starter
Perfect for solopreneurs and new businesses
- Monthly bookkeeping (up to 50 transactions)
- Bank reconciliation
- Financial statements
- QuickBooks Online setup
- Email support
- Monthly financial review call
Professional
Ideal for growing businesses
- Monthly bookkeeping (up to 150 transactions)
- Bank & credit card reconciliation
- Financial statements & analysis
- Accounts payable/receivable
- Payroll processing (up to 5 employees)
- Sales tax filing
- Priority email & phone support
- Bi-weekly financial review calls
Enterprise
Comprehensive support for established businesses
- Unlimited monthly bookkeeping
- Full accounts management
- Advanced financial reporting
- Unlimited payroll processing
- Multi-state tax compliance
- Virtual CFO services
- Dedicated account manager
- Weekly strategic calls
- Custom integrations
Fractional CFO
CFO Packages & Pricing
C-level financial leadership without the C-suite salary. Three tiers, one predictable monthly fee, zero surprises.
Foundation
For businesses ready to get serious about their finances
- Monthly CFO strategy call
- Cash flow forecasting
- KPI dashboard setup
- Budget vs. actual tracking
- Financial health scorecard
- Email support
Growth
For scaling businesses that need active financial leadership
- Everything in Foundation
- Bi-weekly CFO strategy calls
- 90-day rolling cash forecast
- Scenario & sensitivity modeling
- Investor/lender prep support
- Department-level budget tracking
- Priority response within 24 hrs
Executive
For complex businesses that need a true embedded CFO partner
- Everything in Growth
- Weekly executive calls
- M&A and exit planning support
- Board & investor reporting
- Custom financial model builds
- Multi-entity consolidation
- Dedicated CFO on-call access
Add-On Services
Customize your plan with additional services as needed
Tax Preparation
Starting at $500
Individual or business tax returns
Entity Formation
Starting at $250
LLC, S-Corp, or C-Corp setup
Virtual Assistant
Starting at $400/month
Administrative support on-demand
Business Education
Starting at $9.99
Courses and training workshops
Frequently Asked Questions
Can I switch plans later?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
What if I need more than the transaction limit?
No problem. Additional transactions are billed at $2 per transaction, or you can upgrade to the next tier for unlimited processing.
Do you offer custom packages?
Yes! If none of our standard plans fit your needs, we can create a custom package tailored to your business requirements.
Is there a contract or can I cancel anytime?
All plans are month-to-month with no long-term contracts. You can cancel at any time with 30 days notice.
Ready to Get Started?
Schedule a free consultation to discuss which plan is right for your business.
Schedule a Call