Essentials
For businesses that need clean, current, compliant books — nothing more, nothing less.
- Monthly bookkeeping & reconciliations
- Monthly financial statements
- Year-end CPA package
- Email support
Plans & pricing
Flat monthly fees.
Zero hourly math.
Every engagement is a fixed monthly fee, scoped in writing after a free diagnostic review — so you know the number before you commit, and it doesn't change mid-month because you asked a question.
Growth
For owners who want more than clean books — they want to understand what those books are telling them.
- Everything in Essentials
- A/P & A/R management
- Monthly review call
- Quarterly performance summary
- Tax-Prep Support
- Priority support
CFO+
For businesses ready to plan forward — full bookkeeping plus fractional CFO leadership.
- Everything in Growth
- Budget & Forecasts
- KPI dashboard & margin analysis
- Custom Report Package
- Monthly strategy session
No hourly billing. No surprise invoices. Engagements are month to month after onboarding.
Scoping
What sets the fee.
The diagnostic review looks at the real drivers of monthly work. You get a fixed quote in writing — and if your business changes materially, we re-scope together at renewal, never by surprise.
The drivers
- Monthly transaction volume
- Number of bank, card, and loan accounts
- Entities and intercompany activity
- Payroll and contractor complexity
- A/P + A/R workload
- Reporting depth and meeting cadence
One-time work
Catch-up, clean-up, and migrations.
Bringing prior months current, fixing a messy ledger, or moving off desktop software and spreadsheets is quoted separately as a one-time project — priced up front after the diagnostic, before any monthly engagement begins.
Is the diagnostic review really free?+
Yes — about 30 minutes, no obligation. We look at your books and tools, tell you honestly where things stand, and give you a fixed quote in writing. If we're not the right fit, we'll say so.
Am I locked into a contract?+
No. Engagements are month to month after onboarding. We'd rather earn the renewal every month than lock you in.
Do you bill hourly for questions?+
Never. Questions, emails, and your standing calls are part of the flat fee. The meter-running model is exactly what we built this firm to replace.
What if my volume changes?+
Normal fluctuation is absorbed by the flat fee. If the business changes materially — an acquisition, a new entity, a big jump in volume — we re-scope together at the next renewal, in writing.