Choose Your Financial Growth Partner
Transparent pricing designed to grow with your business.
Whether you’re a startup establishing your financial foundation or an enterprise preparing for exit, our proven methodology delivers the expertise you need at every stage.
Foundation
Financial Foundation & Compliance
Comprehensive transaction recording and weekly bank reconciliation
Cash-basis accounting with accounts payable and receivable management
Monthly P&L and Balance Sheet statements
Quarterly business review meetings
QuickBooks setup and maintenance
Sales tax preparation and filing support
Year-end closing and tax document organization
Dedicated email support for all financial inquiries
Starting at $500/month
Ideal for startups and growing businesses establishing proper financial systems and compliance
Ideal for businesses with $250K – $1M annnal revenue
Growth
Full-Service Accounting & Strategic Support
Everything in Foundation+
Real-time transaction processing with GAAP accrual accounting
Custom KPI dashboard and monthly variance analysis
Monthly management meetings and strategic support
Payroll processing and advanced A/R management
Financial process optimization and comprehensive team training
Month-end close by 10th of following month
Unlimited phone/email support for financial questions
Starting at $1,000/month
Complete financial management and strategic guidance for scaling businesses
Ideal for businesses with $1M – $5M annual revenue
Scale
Executive Financial Leadership & Planning
Everything in Growth+
13-week rolling cash flow forecasts and strategic planning
Executive KPI dashboard with real-time performance tracking
Advanced revenue optimization and detailed cost center analysis
Comprehensive customer profitability analysis and strategic pricing optimization
Capital expenditure planning and ROI modeling
Banking relationship and investor reporting support
Monthly executive reporting by 7th of following month
Starting at $2,500/month
Strategic financial leadership and advanced planning for rapidly expanding businesses
Ideal for businesses with $5M – $15M annual revenue
Enterprise
C-Suite Financial Partnership & Advisory
Everything in Scale+
Weekly executive strategy sessions
Advanced financial modeling and M&A transaction support
Capital raising strategy and investor relations management
Investment-grade financial statements and due diligence support
Exit planning and valuation optimization strategies
Real-time dashboard access with 24/7 CFO support
Monthly investor-grade reporting by 5th of following month
Starting at $5,000/month
Comprehensive CFO services and strategic advisory for businesses preparing for major growth, investment, or exit
Ideal for businesses with $15M+ annual revenue
Optional Services
Our accounting and bookkeeping outsourced services are fully customizable. Tailor your plan by adding any of the following add-ons to your service.
Our Guarantees
It’s our goal to be indispensable to your business. That’s why customers often tell us they’re unsure where they’d be without us!
So, if something’s not quite right with your plan, or you’re dissatisfied with your service, we want to make it right. Here’s what you should know about our service and price guarantees.
Our Commitment to Your Success
Service Guarantee: 100% satisfaction or credit your account
Price Guarantee: Fixed pricing with transparent change management
Performance Guarantee: Timely delivery of all promised services
Growth Guarantee: Seamless plan upgrades as your business scales
How Pricing Works
Base monthly fee covers core services listed in each tier
Transparent pricing with no hidden fees or surprise charges
Flexible billing: with annual discounts available
Easy plan changes to match your evolving needs