Pricing
Fixed monthly fees. No surprise invoices.
Every plan includes a named accountant, a partner on your file and replies within one business day.
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Essentials
Growth
CFO Partner
Monthly bookkeeping & close
✓
✓
✓
Financial statements by day 5
✓
✓
✓
Named accountant + partner
✓
✓
✓
Payroll
Up to 10
Up to 50
Up to 250
Business tax returns
Year-end package
✓
✓
Year-round tax planning
—
✓
✓
Quarterly advisory session
—
✓
✓
KPI dashboard
—
✓
✓
13-week cash forecast
—
—
✓
Fractional CFO time
—
—
2 days / month
Board & investor reporting
—
—
✓
Software included
—
✓
✓
One-off projects
Add-ons when you need them.
From $1,500
Catch-up bookkeeping
Months or years behind? We rebuild the books so you can start clean.
From $900
Entity setup
Formation, registrations, EIN and a chart of accounts that fits.
From $6,500
Due diligence prep
Clean schedules and a data room before buyers or investors ask.
Success fee
R&D credit study
We document and claim the credit, and only charge if you qualify.
What affects your price
Four things set your fee.
01
Revenue
Larger companies have more to reconcile and report.
02
Transactions
Monthly volume across bank, card and payment accounts.
03
Entities
Each company or property entity has its own books.
04
Headcount
Payroll and benefits scale with your team.